Purchases and Sales Made in Q4 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
21K+ 4.12% |
$4.3M - $5.24M
|
529K
$136M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.9KNew |
$4.29M - $5.24M
|
20.9K
$5.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
20.9K+ 28.74% |
$4.28M - $5.22M
|
93.4K
$24.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
20.8K+ 4.05% |
$4.28M - $5.22M
|
535K
$138M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
20.2K+ 1755.83% |
$4.14M - $5.05M
|
21.3K
$5.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20.2KNew |
$4.14M - $5.05M
|
20.2K
$5.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.1K+ 3.26% |
$4.12M - $5.03M
|
637K
$164M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
20KNew |
$4.1M - $5M
|
20K
$5.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
19.7K+ 4.52% |
$4.05M - $4.94M
|
456K
$117M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
19.7K+ 6.34% |
$4.04M - $4.93M
|
331K
$85.1M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
19.6K+ 317.19% |
$4.03M - $4.91M
|
25.8K
$6.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
19.6KNew |
$4.02M - $4.91M
|
19.6K
$5.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.6K+ 1.1% |
$4.02M - $4.9M
|
1.8M
$464M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.2K+ 12.51% |
$3.94M - $4.8M
|
173K
$44.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
19K+ 5.77% |
$3.89M - $4.74M
|
347K
$89.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
18.9K+ 36.11% |
$3.88M - $4.73M
|
71.3K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18.5KNew |
$3.8M - $4.64M
|
18.5K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
17.9K+ 69.53% |
$3.67M - $4.48M
|
43.6K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
17.8KNew |
$3.65M - $4.45M
|
17.8K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.7KNew |
$3.63M - $4.42M
|
17.7K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17.6K+ 12.24% |
$3.62M - $4.41M
|
162K
$41.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
17.5K+ 15.27% |
$3.59M - $4.38M
|
132K
$34M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
17.4K+ 15.65% |
$3.57M - $4.35M
|
128K
$33M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.3K+ 14.01% |
$3.55M - $4.33M
|
141K
$36.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 11.27% |
$3.47M - $4.23M
|
167K
$42.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
16.8KNew |
$3.45M - $4.21M
|
16.8K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.8K+ 34.0% |
$3.45M - $4.2M
|
66.2K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
16.8KNew |
$3.44M - $4.2M
|
16.8K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.7K+ 1.89% |
$3.42M - $4.17M
|
899K
$231M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
16.6KNew |
$3.4M - $4.15M
|
16.6K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
16.5K+ 13.89% |
$3.38M - $4.13M
|
135K
$34.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.5K+ 22.97% |
$3.38M - $4.13M
|
88.3K
$22.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.4KNew |
$3.37M - $4.11M
|
16.4K
$4.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
16.4K+ 3.37% |
$3.36M - $4.1M
|
503K
$129M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
16.2K+ 239.83% |
$3.33M - $4.06M
|
23K
$5.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.2KNew |
$3.32M - $4.05M
|
16.2K
$4.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
16.2K+ 21.32% |
$3.32M - $4.05M
|
92K
$23.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
16K+ 152.38% |
$3.28M - $4M
|
26.5K
$6.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
16K+ 9.65% |
$3.28M - $4M
|
182K
$46.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
16K+ 18.68% |
$3.27M - $3.99M
|
101K
$26.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
15.9K+ 9.53% |
$3.27M - $3.99M
|
183K
$47.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
15.8K+ 154.18% |
$3.25M - $3.96M
|
26.1K
$6.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
15.8K+ 15.91% |
$3.23M - $3.95M
|
115K
$29.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
15.7KNew |
$3.23M - $3.94M
|
15.7K
$4.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
15.6KNew |
$3.19M - $3.9M
|
15.6K
$4.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
15.5KNew |
$3.17M - $3.87M
|
15.5K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
15.4KNew |
$3.16M - $3.85M
|
15.4K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
15.3K+ 9.58% |
$3.14M - $3.84M
|
175K
$45.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.2K+ 29.3% |
$3.12M - $3.8M
|
67K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
15.2KNew |
$3.11M - $3.79M
|
15.2K
$3.9M
|