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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-454- 31.51% |
$93.2K - $114K
|
987
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-456- 4.13% |
$93.6K - $114K
|
10.6K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-458- 11.93% |
$94K - $115K
|
3.38K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-458- 14.07% |
$94K - $115K
|
2.8K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-459- 1.08% |
$94.2K - $115K
|
42K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-463- 0.23% |
$95K - $116K
|
198K
$51.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-464- 0.85% |
$95.2K - $116K
|
53.8K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-466- 14.0% |
$95.6K - $117K
|
2.86K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-470- 5.41% |
$96.4K - $118K
|
8.21K
$2.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-472- 0.64% |
$96.8K - $118K
|
72.9K
$18.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-473- 4.73% |
$97.1K - $118K
|
9.52K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-473- 2.08% |
$97.1K - $118K
|
22.2K
$5.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-475- 1.91% |
$97.5K - $119K
|
24.3K
$6.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-475- 2.6% |
$97.5K - $119K
|
17.8K
$4.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-477- 14.72% |
$97.9K - $119K
|
2.76K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-477- 1.81% |
$97.9K - $119K
|
25.8K
$6.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-479- 1.7% |
$98.3K - $120K
|
27.7K
$7.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-482- 2.29% |
$98.9K - $121K
|
20.6K
$5.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-482- 6.19% |
$98.9K - $121K
|
7.3K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-484- 3.88% |
$99.3K - $121K
|
12K
$3.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-484- 0.91% |
$99.3K - $121K
|
52.8K
$13.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-485- 14.49% |
$99.5K - $121K
|
2.86K
$741K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-485- 1.91% |
$99.5K - $121K
|
24.9K
$6.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-486- 1.67% |
$99.7K - $122K
|
28.6K
$7.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-487- 12.14% |
$99.9K - $122K
|
3.53K
$912K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-487- 1.27% |
$99.9K - $122K
|
37.8K
$9.79M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-488- 0.85% |
$100K - $122K
|
57.2K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-490- 4.65% |
$101K - $123K
|
10.1K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-491- 4.57% |
$101K - $123K
|
10.3K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-491- 2.4% |
$101K - $123K
|
20K
$5.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-495- 3.85% |
$102K - $124K
|
12.4K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-495- 1.28% |
$102K - $124K
|
38.1K
$9.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-497- 4.18% |
$102K - $124K
|
11.4K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-499- 4.43% |
$102K - $125K
|
10.8K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-499- 2.12% |
$102K - $125K
|
23K
$5.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-500- 2.54% |
$103K - $125K
|
19.1K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 11.6% |
$103K - $125K
|
3.81K
$986K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-500- 32.43% |
$103K - $125K
|
1.04K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-500- 4.96% |
$103K - $125K
|
9.58K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-500- 5.3% |
$103K - $125K
|
8.93K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-501- 13.97% |
$103K - $125K
|
3.09K
$798K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-503- 2.07% |
$103K - $126K
|
23.8K
$6.16M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-504- 15.04% |
$103K - $126K
|
2.85K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-505- 0.74% |
$104K - $126K
|
68K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-505- 1.97% |
$104K - $126K
|
25.1K
$6.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-506- 3.97% |
$104K - $127K
|
12.2K
$3.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-508- 9.93% |
$104K - $127K
|
4.61K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-510- 2.49% |
$105K - $128K
|
20K
$5.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-510- 4.17% |
$105K - $128K
|
11.7K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-510- 6.39% |
$105K - $128K
|
7.47K
$1.93M
|