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 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.12K- 2.93% |
$640K - $780K
|
103K
$26.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.13K- 5.56% |
$642K - $783K
|
53.2K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.13K- 3.18% |
$642K - $783K
|
95.2K
$24.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.14K- 2.46% |
$645K - $786K
|
125K
$32.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.15K- 7.66% |
$646K - $788K
|
37.9K
$9.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-3.15K- 0.81% |
$647K - $789K
|
385K
$99.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.18K- 6.41% |
$652K - $796K
|
46.5K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.18K- 7.02% |
$652K - $796K
|
42.2K
$10.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-3.21K- 6.34% |
$658K - $802K
|
47.4K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.22K- 0.68% |
$660K - $805K
|
467K
$120M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.22K- 2.42% |
$660K - $805K
|
130K
$33.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.24K- 23.43% |
$665K - $811K
|
10.6K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.26K- 3.56% |
$670K - $817K
|
88.5K
$22.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.26K- 15.71% |
$670K - $817K
|
17.5K
$4.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.27K- 37.36% |
$670K - $817K
|
5.47K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-3.27K- 3.33% |
$670K - $817K
|
94.7K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.29K- 3.11% |
$675K - $823K
|
102K
$26.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-3.3K- 76.74% |
$677K - $826K
|
1K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.35K- 2.17% |
$687K - $838K
|
151K
$38.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.37K- 1.53% |
$691K - $843K
|
216K
$55.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.38K- 3.77% |
$694K - $847K
|
86.3K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.4K- 1.61% |
$698K - $851K
|
207K
$53.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.41K- 1.41% |
$699K - $852K
|
238K
$61.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.42K- 13.99% |
$701K - $855K
|
21K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-3.44K- 69.95% |
$705K - $860K
|
1.48K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.45K- 1.07% |
$708K - $864K
|
319K
$82.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.51K- 1.43% |
$721K - $879K
|
243K
$62.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.54K- 7.89% |
$725K - $885K
|
41.3K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.54K- 17.51% |
$726K - $885K
|
16.7K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-3.55K- 5.91% |
$728K - $889K
|
56.5K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-3.59K- 56.15% |
$736K - $898K
|
2.8K
$721K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.59K- 1.16% |
$737K - $899K
|
306K
$78.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.65K- 1.85% |
$750K - $915K
|
194K
$49.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.66K- 10.2% |
$751K - $916K
|
32.2K
$8.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.76K- 5.6% |
$771K - $941K
|
63.4K
$16.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.77K- 32.65% |
$773K - $943K
|
7.77K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-3.81K- 6.39% |
$781K - $953K
|
55.7K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.81K- 7.12% |
$783K - $955K
|
49.8K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.83K- 1.43% |
$786K - $958K
|
263K
$67.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-3.84K- 12.96% |
$787K - $960K
|
25.8K
$6.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.84K- 3.98% |
$787K - $961K
|
92.7K
$23.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-3.85K- 7.21% |
$791K - $965K
|
49.6K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.88K- 1.66% |
$796K - $971K
|
230K
$59.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-3.89K- 6.08% |
$797K - $972K
|
60K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.91K- 1.77% |
$803K - $980K
|
217K
$55.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.94K- 11.04% |
$807K - $985K
|
31.7K
$8.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.94K- 4.42% |
$809K - $987K
|
85.4K
$22M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.96K- 0.96% |
$811K - $990K
|
406K
$105M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.96K- 0.27% |
$813K - $992K
|
1.47M
$379M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.98K- 2.27% |
$817K - $996K
|
171K
$44M
|