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 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.53K- 12.41% |
$520K - $634K
|
17.9K
$4.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.54K- 2.14% |
$521K - $636K
|
116K
$29.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.55K- 4.59% |
$524K - $639K
|
53K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.57K- 1.36% |
$527K - $643K
|
187K
$48.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.57K- 8.81% |
$528K - $643K
|
26.6K
$6.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.61K- 14.42% |
$536K - $654K
|
15.5K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.62K- 6.16% |
$537K - $655K
|
39.8K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.63K- 2.61% |
$539K - $658K
|
98K
$25.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.64K- 11.2% |
$542K - $661K
|
20.9K
$5.39M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-2.68K- 5.93% |
$550K - $671K
|
42.5K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.69K- 13.24% |
$551K - $673K
|
17.6K
$4.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.69K- 1.36% |
$553K - $674K
|
196K
$50.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.71K- 0.35% |
$557K - $679K
|
765K
$197M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.73K- 53.16% |
$560K - $683K
|
2.41K
$619K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.73K- 15.57% |
$560K - $684K
|
14.8K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.74K- 14.39% |
$561K - $685K
|
16.3K
$4.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 2.12% |
$563K - $687K
|
127K
$32.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.75K- 1.36% |
$565K - $689K
|
200K
$51.5M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.78K- 1.02% |
$571K - $697K
|
269K
$69.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.79K- 1.61% |
$572K - $698K
|
171K
$43.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2.8K- 4.98% |
$575K - $701K
|
53.4K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.82K- 5.01% |
$578K - $705K
|
53.4K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.83K- 8.25% |
$581K - $709K
|
31.5K
$8.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-2.85K- 0.36% |
$585K - $713K
|
792K
$204M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.85K- 4.89% |
$585K - $713K
|
55.4K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.86K- 24.98% |
$587K - $717K
|
8.6K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.87K- 4.25% |
$588K - $718K
|
64.6K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.87K- 8.92% |
$588K - $718K
|
29.3K
$7.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.88K- 17.81% |
$590K - $720K
|
13.3K
$3.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.89K- 1.8% |
$592K - $722K
|
157K
$40.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.89K- 16.18% |
$593K - $723K
|
15K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-2.9K- 3.99% |
$594K - $725K
|
69.7K
$18M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 6.6% |
$594K - $725K
|
41K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.91K- 4.02% |
$598K - $729K
|
69.5K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-2.92K- 1.58% |
$598K - $730K
|
182K
$46.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.92K- 1.33% |
$599K - $731K
|
216K
$55.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.92K- 21.83% |
$599K - $731K
|
10.5K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.93K- 1.81% |
$600K - $732K
|
159K
$40.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.93K- 2.61% |
$600K - $732K
|
109K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.94K- 0.97% |
$604K - $737K
|
302K
$77.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.96K- 13.54% |
$607K - $740K
|
18.9K
$4.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.96K- 11.45% |
$608K - $741K
|
22.9K
$5.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 12.71% |
$612K - $746K
|
20.5K
$5.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.02K- 24.21% |
$619K - $755K
|
9.44K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.02K- 0.52% |
$619K - $755K
|
575K
$148M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-3.04K- 6.66% |
$624K - $761K
|
42.6K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.05K- 3.21% |
$625K - $763K
|
92K
$23.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.05K- 2.43% |
$626K - $763K
|
122K
$31.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-3.05K- 53.59% |
$626K - $764K
|
2.64K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.06K- 13.31% |
$629K - $767K
|
19.9K
$5.13M
|