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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.33K+ 27.38% |
$1.71M - $2.08M
|
38.7K
$9.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.32K+ 5.11% |
$1.71M - $2.08M
|
171K
$44.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
8.32KNew |
$1.71M - $2.08M
|
8.32K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.23K+ 17.85% |
$1.69M - $2.06M
|
54.3K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.22K+ 98.62% |
$1.69M - $2.06M
|
16.5K
$4.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8.2K+ 38.27% |
$1.68M - $2.05M
|
29.6K
$7.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
8.14KNew |
$1.67M - $2.04M
|
8.14K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
8.11KNew |
$1.66M - $2.03M
|
8.11K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.04K+ 49.72% |
$1.65M - $2.01M
|
24.2K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
8.01KNew |
$1.64M - $2M
|
8.01K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
8.01KNew |
$1.64M - $2M
|
8.01K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.96K+ 2.51% |
$1.63M - $1.99M
|
325K
$83.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.9K+ 33.76% |
$1.62M - $1.98M
|
31.3K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.89K+ 0.45% |
$1.62M - $1.97M
|
1.77M
$455M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
7.83KNew |
$1.61M - $1.96M
|
7.83K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
7.79KNew |
$1.6M - $1.95M
|
7.79K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
7.75K+ 9.34% |
$1.59M - $1.94M
|
90.7K
$23.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
7.69K+ 25.27% |
$1.58M - $1.92M
|
38.1K
$9.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
7.65KNew |
$1.57M - $1.91M
|
7.65K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.62K+ 8.44% |
$1.56M - $1.91M
|
97.9K
$25.2M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
7.58KNew |
$1.55M - $1.9M
|
7.58K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.46KNew |
$1.53M - $1.87M
|
7.46K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.39KNew |
$1.52M - $1.85M
|
7.39K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
7.36K+ 318.99% |
$1.51M - $1.84M
|
9.66K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.3K+ 7.69% |
$1.5M - $1.83M
|
102K
$26.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
7.28KNew |
$1.49M - $1.82M
|
7.28K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.24K+ 6.05% |
$1.49M - $1.81M
|
127K
$32.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.23K+ 2.3% |
$1.48M - $1.81M
|
321K
$82.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7.23K+ 13.51% |
$1.48M - $1.81M
|
60.7K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7.21KNew |
$1.48M - $1.81M
|
7.21K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.17K+ 8.23% |
$1.47M - $1.79M
|
94.3K
$24.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.14K+ 13.69% |
$1.47M - $1.79M
|
59.3K
$15.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.1K+ 1.13% |
$1.46M - $1.78M
|
633K
$163M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
7.01K+ 2.09% |
$1.44M - $1.75M
|
342K
$88M
|
|
|
Feb 14, 2025
Q4 2024
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
7KNew |
$1.44M - $1.75M
|
7K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.98K+ 12.72% |
$1.43M - $1.75M
|
61.8K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
6.97K+ 36.21% |
$1.43M - $1.74M
|
26.2K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Tam Capital Management Inc.
Stamford, CT |
BUY
|
- |
6.95K+ 5.3% |
$1.43M - $1.74M
|
138K
$35.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
6.8KNew |
$1.4M - $1.7M
|
6.8K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
6.78K+ 8.56% |
$1.39M - $1.7M
|
86K
$22.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
6.77KNew |
$1.39M - $1.69M
|
6.77K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
6.77KNew |
$1.39M - $1.69M
|
6.77K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
6.76KNew |
$1.39M - $1.69M
|
6.76K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.76KNew |
$1.39M - $1.69M
|
6.76K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.74K+ 2.26% |
$1.38M - $1.69M
|
304K
$78.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
6.73KNew |
$1.38M - $1.68M
|
6.73K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.68K+ 90.8% |
$1.37M - $1.67M
|
14K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.67K+ 4.74% |
$1.37M - $1.67M
|
147K
$37.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
6.66KNew |
$1.37M - $1.67M
|
6.66K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.64K+ 99.7% |
$1.36M - $1.66M
|
13.3K
$3.42M
|