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 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-7.11K- 4.63% |
$1.46M - $1.78M
|
146K
$37.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-7.17K- 19.43% |
$1.47M - $1.79M
|
29.7K
$7.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-7.22K- 1.15% |
$1.48M - $1.81M
|
623K
$160M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-7.24K- 20.59% |
$1.49M - $1.81M
|
27.9K
$7.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.26K- 49.62% |
$1.49M - $1.82M
|
7.37K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.31K- 6.16% |
$1.5M - $1.83M
|
111K
$28.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-7.44K- 76.49% |
$1.53M - $1.86M
|
2.29K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.51K- 5.47% |
$1.54M - $1.88M
|
130K
$33.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-7.53K- 53.23% |
$1.55M - $1.89M
|
6.62K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.62K- 8.13% |
$1.56M - $1.91M
|
86.1K
$22.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-7.67K- 2.99% |
$1.57M - $1.92M
|
249K
$64.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-7.67K- 6.63% |
$1.57M - $1.92M
|
108K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-7.7K- 0.79% |
$1.58M - $1.93M
|
972K
$250M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.82K- 1.61% |
$1.6M - $1.96M
|
477K
$123M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-7.85K- 5.87% |
$1.61M - $1.96M
|
126K
$32.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-7.89K- 30.18% |
$1.62M - $1.97M
|
18.2K
$4.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.94K- 4.67% |
$1.63M - $1.99M
|
162K
$41.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.98K- 16.46% |
$1.64M - $2M
|
40.5K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.03K- 1.04% |
$1.65M - $2.01M
|
761K
$196M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-8.13K- 9.32% |
$1.67M - $2.03M
|
79.1K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-8.18K- 3.64% |
$1.68M - $2.05M
|
217K
$55.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.26K- 1.32% |
$1.7M - $2.07M
|
618K
$159M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-8.3K- 1.75% |
$1.7M - $2.08M
|
466K
$120M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.31K- 7.85% |
$1.71M - $2.08M
|
97.6K
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-8.39K- 0.79% |
$1.72M - $2.1M
|
1.05M
$270M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-8.49K- 62.13% |
$1.74M - $2.13M
|
5.18K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-8.71K- 9.48% |
$1.79M - $2.18M
|
83.1K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-8.73K- 3.67% |
$1.79M - $2.19M
|
229K
$59M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.74K- 2.14% |
$1.79M - $2.19M
|
400K
$103M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-8.77K- 21.12% |
$1.8M - $2.19M
|
32.7K
$8.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-8.8K- 5.49% |
$1.81M - $2.2M
|
151K
$39M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-8.93K- 5.62% |
$1.83M - $2.24M
|
150K
$38.6M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-8.98K- 43.6% |
$1.84M - $2.25M
|
11.6K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-9.14K- 2.5% |
$1.88M - $2.29M
|
357K
$91.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-9.16K- 33.6% |
$1.88M - $2.29M
|
18.1K
$4.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.18K- 0.7% |
$1.88M - $2.3M
|
1.31M
$338M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.24K- 55.18% |
$1.89M - $2.31M
|
7.5K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.25K- 1.33% |
$1.9M - $2.31M
|
685K
$176M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-9.34K- 43.03% |
$1.92M - $2.34M
|
12.4K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9.45K- 90.19% |
$1.94M - $2.36M
|
1.03K
$264K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-9.45K- 54.17% |
$1.94M - $2.37M
|
8K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-9.48K- 16.34% |
$1.94M - $2.37M
|
48.5K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-9.54K- 34.88% |
$1.96M - $2.39M
|
17.8K
$4.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9.58K- 41.04% |
$1.97M - $2.4M
|
13.8K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-9.62K- 9.79% |
$1.97M - $2.41M
|
88.6K
$22.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-9.78K- 4.14% |
$2.01M - $2.45M
|
226K
$58.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-9.89K- 49.91% |
$2.03M - $2.47M
|
9.92K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10K- 12.56% |
$2.06M - $2.51M
|
69.7K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-10K- 34.69% |
$2.06M - $2.51M
|
18.9K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-10.1K- 6.1% |
$2.08M - $2.54M
|
156K
$40.2M
|