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
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4K- 3.67% |
$820K - $1M
|
105K
$27M
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-4.02K- 0.98% |
$826K - $1.01M
|
405K
$104M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.03K- 0.57% |
$826K - $1.01M
|
698K
$180M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.03K- 3.72% |
$827K - $1.01M
|
104K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-4.08K- 27.51% |
$837K - $1.02M
|
10.8K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-4.08K- 21.62% |
$838K - $1.02M
|
14.8K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.12K- 3.59% |
$845K - $1.03M
|
110K
$28.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-4.27K- 28.04% |
$876K - $1.07M
|
11K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.29K- 7.1% |
$880K - $1.07M
|
56.1K
$14.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.33K- 6.5% |
$889K - $1.08M
|
62.3K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.4K- 3.34% |
$902K - $1.1M
|
127K
$32.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.41K- 1.15% |
$904K - $1.1M
|
378K
$97.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.41K- 0.73% |
$905K - $1.1M
|
597K
$154M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.43K- 4.44% |
$910K - $1.11M
|
95.5K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-4.45K- 8.56% |
$913K - $1.11M
|
47.6K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-4.48K- 16.29% |
$919K - $1.12M
|
23K
$5.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.51K- 7.65% |
$925K - $1.13M
|
54.4K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.51K- 2.25% |
$925K - $1.13M
|
196K
$50.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-4.57K- 5.1% |
$937K - $1.14M
|
85.1K
$21.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-4.59K- 63.21% |
$941K - $1.15M
|
2.67K
$687K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4.61K- 9.3% |
$946K - $1.15M
|
45K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.64K- 14.74% |
$952K - $1.16M
|
26.8K
$6.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-4.66K- 11.67% |
$955K - $1.17M
|
35.3K
$9.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4.68K- 3.42% |
$961K - $1.17M
|
132K
$34M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.68K- 2.01% |
$961K - $1.17M
|
229K
$58.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-4.7K- 49.21% |
$964K - $1.18M
|
4.85K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.74K- 9.13% |
$973K - $1.19M
|
47.2K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-4.76K- 1.96% |
$977K - $1.19M
|
238K
$61.2M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.8K- 3.42% |
$985K - $1.2M
|
136K
$34.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.81K- 47.86% |
$986K - $1.2M
|
5.24K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.86K- 15.59% |
$996K - $1.22M
|
26.3K
$6.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-4.87K- 1.59% |
$998K - $1.22M
|
301K
$77.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.87K- 9.53% |
$999K - $1.22M
|
46.2K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.92K- 1.35% |
$1.01M - $1.23M
|
359K
$92.3M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.99K- 2.99% |
$1.02M - $1.25M
|
162K
$41.6M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.07K- 7.38% |
$1.04M - $1.27M
|
63.7K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-5.08K- 70.26% |
$1.04M - $1.27M
|
2.15K
$553K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-5.08K- 57.94% |
$1.04M - $1.27M
|
3.69K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-5.08K- 12.4% |
$1.04M - $1.27M
|
35.9K
$9.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-5.11K- 2.85% |
$1.05M - $1.28M
|
174K
$44.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5.14K- 57.24% |
$1.05M - $1.29M
|
3.84K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.15K- 8.06% |
$1.06M - $1.29M
|
58.8K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.15K- 2.64% |
$1.06M - $1.29M
|
190K
$48.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5.21K- 2.78% |
$1.07M - $1.3M
|
182K
$47M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-5.23K- 5.85% |
$1.07M - $1.31M
|
84.2K
$21.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-5.24K- 12.33% |
$1.07M - $1.31M
|
37.2K
$9.58M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.24K- 6.74% |
$1.08M - $1.31M
|
72.5K
$18.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-5.25K- 34.65% |
$1.08M - $1.31M
|
9.9K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5.26K- 1.44% |
$1.08M - $1.32M
|
361K
$92.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.27K- 6.71% |
$1.08M - $1.32M
|
73.3K
$18.9M
|