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 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.07K- 0.46% |
$219K - $267K
|
232K
$60M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 8.64% |
$219K - $267K
|
11.3K
$2.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.07K- 5.11% |
$220K - $268K
|
19.9K
$5.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.07K- 9.71% |
$220K - $268K
|
9.96K
$2.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 2.21% |
$220K - $269K
|
47.5K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.07K- 3.28% |
$220K - $269K
|
31.6K
$8.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.08K- 79.41% |
$222K - $270K
|
280
$72.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.08K- 5.23% |
$222K - $271K
|
19.6K
$5.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.09K- 3.38% |
$223K - $272K
|
31.1K
$8.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.09K- 2.02% |
$224K - $273K
|
52.9K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.09K- 3.65% |
$224K - $273K
|
28.8K
$7.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.11K- 15.95% |
$227K - $277K
|
5.82K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.11K- 6.71% |
$227K - $277K
|
15.4K
$3.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.11K- 1.74% |
$228K - $278K
|
62.6K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-1.11K- 7.89% |
$229K - $279K
|
13K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.13K- 1.49% |
$232K - $283K
|
74.7K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.13K- 39.62% |
$232K - $284K
|
1.73K
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.14K- 1.24% |
$233K - $285K
|
91K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.14K- 0.27% |
$233K - $285K
|
417K
$108M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-1.14K- 1.58% |
$234K - $285K
|
71.2K
$18.4M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.14K- 16.15% |
$234K - $285K
|
5.92K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.15K- 6.37% |
$235K - $287K
|
16.8K
$4.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-1.15K- 3.13% |
$235K - $287K
|
35.5K
$9.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.15K- 8.48% |
$235K - $287K
|
12.4K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.15K- 4.53% |
$236K - $288K
|
24.2K
$6.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.15K- 2.76% |
$236K - $288K
|
40.5K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-1.15K- 1.92% |
$237K - $289K
|
58.8K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.16K- 3.33% |
$237K - $289K
|
33.5K
$8.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 48.11% |
$238K - $290K
|
1.25K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.17K- 1.75% |
$239K - $292K
|
65.4K
$16.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.17K- 2.31% |
$240K - $293K
|
49.5K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.17K- 5.78% |
$240K - $293K
|
19.1K
$4.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.17K- 36.95% |
$240K - $293K
|
2K
$518K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.17K- 2.2% |
$241K - $294K
|
52K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.18K- 4.81% |
$243K - $296K
|
23.4K
$6.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.19K- 0.69% |
$244K - $298K
|
171K
$44.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.19K- 3.79% |
$244K - $298K
|
30.2K
$7.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.2K- 2.69% |
$245K - $299K
|
43.2K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.2K- 13.59% |
$246K - $300K
|
7.61K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.2K- 6.04% |
$246K - $300K
|
18.7K
$4.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.2K- 3.24% |
$246K - $300K
|
35.8K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.21K- 2.63% |
$248K - $302K
|
44.7K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.21K- 10.64% |
$249K - $303K
|
10.2K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-1.22K- 2.69% |
$249K - $304K
|
44K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.22K- 9.95% |
$249K - $304K
|
11K
$2.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.22K- 3.49% |
$249K - $304K
|
33.6K
$8.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.22K- 18.02% |
$250K - $305K
|
5.54K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-1.22K- 56.96% |
$251K - $306K
|
924
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.24K- 3.28% |
$254K - $310K
|
36.5K
$9.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.24K- 1.37% |
$254K - $310K
|
89.4K
$23.1M
|