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 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-590- 3.16% |
$121K - $148K
|
18.1K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-590- 0.78% |
$121K - $148K
|
74.6K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-591- 1.91% |
$121K - $148K
|
30.4K
$7.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-591- 2.51% |
$121K - $148K
|
22.9K
$5.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-593- 4.0% |
$122K - $148K
|
14.2K
$3.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-597- 21.62% |
$122K - $149K
|
2.16K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-598- 5.23% |
$123K - $150K
|
10.8K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-598- 3.15% |
$123K - $150K
|
18.4K
$4.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-599- 5.05% |
$123K - $150K
|
11.3K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-600- 6.82% |
$123K - $150K
|
8.2K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-601- 1.94% |
$123K - $150K
|
30.4K
$7.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-606- 4.81% |
$124K - $152K
|
12K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-608- 14.21% |
$125K - $152K
|
3.67K
$950K
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-610- 11.58% |
$125K - $153K
|
4.66K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-610- 3.39% |
$125K - $153K
|
17.4K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-612- 1.08% |
$126K - $153K
|
55.9K
$14.5M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-614- 2.84% |
$126K - $154K
|
21K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-617- 4.76% |
$127K - $154K
|
12.3K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-617- 3.0% |
$127K - $154K
|
19.9K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-620- 0.49% |
$127K - $155K
|
126K
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-625- 22.87% |
$128K - $156K
|
2.11K
$546K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-626- 2.11% |
$128K - $157K
|
29.1K
$7.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-627- 6.46% |
$129K - $157K
|
9.08K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-628- 4.32% |
$129K - $157K
|
13.9K
$3.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-629- 0.43% |
$129K - $157K
|
146K
$37.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-629- 2.94% |
$129K - $157K
|
20.8K
$5.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-632- 6.23% |
$130K - $158K
|
9.51K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-638- 1.48% |
$131K - $160K
|
42.4K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-638- 11.75% |
$131K - $160K
|
4.79K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-639- 0.79% |
$131K - $160K
|
80K
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-640- 0.37% |
$131K - $160K
|
170K
$44.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-642- 2.62% |
$132K - $161K
|
23.8K
$6.17M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-642- 4.28% |
$132K - $161K
|
14.4K
$3.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-643- 2.73% |
$132K - $161K
|
22.9K
$5.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-646- 1.0% |
$133K - $162K
|
64K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-646- 7.13% |
$133K - $162K
|
8.41K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-647- 20.21% |
$133K - $162K
|
2.55K
$661K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-647- 1.01% |
$133K - $162K
|
63.2K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-651- 1.92% |
$134K - $163K
|
33.3K
$8.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-655- 2.46% |
$134K - $164K
|
26K
$6.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-655- 0.35% |
$134K - $164K
|
184K
$47.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-659- 18.67% |
$135K - $165K
|
2.87K
$743K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-660- 2.06% |
$135K - $165K
|
31.4K
$8.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-660- 6.16% |
$135K - $165K
|
10.1K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-664- 0.37% |
$136K - $166K
|
181K
$46.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-666- 0.69% |
$137K - $167K
|
95.6K
$24.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-666- 2.67% |
$137K - $167K
|
24.3K
$6.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-667- 10.62% |
$137K - $167K
|
5.61K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-670- 1.6% |
$137K - $168K
|
41.1K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-671- 2.97% |
$138K - $168K
|
21.9K
$5.67M
|