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 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-7.7K- 0.79% |
$1.58M - $1.93M
|
972K
$282M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.82K- 1.61% |
$1.6M - $1.96M
|
477K
$138M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-7.85K- 5.87% |
$1.61M - $1.96M
|
126K
$36.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-7.89K- 30.18% |
$1.62M - $1.97M
|
18.2K
$5.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.94K- 4.67% |
$1.63M - $1.99M
|
162K
$46.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.98K- 16.46% |
$1.64M - $2M
|
40.5K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.03K- 1.04% |
$1.65M - $2.01M
|
761K
$221M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-8.13K- 9.32% |
$1.67M - $2.03M
|
79.1K
$22.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-8.18K- 3.64% |
$1.68M - $2.05M
|
217K
$62.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.26K- 1.32% |
$1.7M - $2.07M
|
618K
$179M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-8.3K- 1.75% |
$1.7M - $2.08M
|
466K
$135M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.31K- 7.85% |
$1.71M - $2.08M
|
97.6K
$28.3M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-8.39K- 0.79% |
$1.72M - $2.1M
|
1.05M
$304M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-8.49K- 62.13% |
$1.74M - $2.13M
|
5.18K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-8.71K- 9.48% |
$1.79M - $2.18M
|
83.1K
$24.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-8.73K- 3.67% |
$1.79M - $2.19M
|
229K
$66.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.74K- 2.14% |
$1.79M - $2.19M
|
400K
$116M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-8.77K- 21.12% |
$1.8M - $2.19M
|
32.7K
$9.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-8.8K- 5.49% |
$1.81M - $2.2M
|
151K
$43.9M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-8.93K- 5.62% |
$1.83M - $2.24M
|
150K
$43.5M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-8.98K- 43.6% |
$1.84M - $2.25M
|
11.6K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-9.14K- 2.5% |
$1.88M - $2.29M
|
357K
$104M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-9.16K- 33.6% |
$1.88M - $2.29M
|
18.1K
$5.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.18K- 0.7% |
$1.88M - $2.3M
|
1.31M
$380M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.24K- 55.18% |
$1.89M - $2.31M
|
7.5K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.25K- 1.33% |
$1.9M - $2.31M
|
685K
$199M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-9.34K- 43.03% |
$1.92M - $2.34M
|
12.4K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9.45K- 90.19% |
$1.94M - $2.36M
|
1.03K
$298K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-9.45K- 54.17% |
$1.94M - $2.37M
|
8K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-9.48K- 16.34% |
$1.94M - $2.37M
|
48.5K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-9.54K- 34.88% |
$1.96M - $2.39M
|
17.8K
$5.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9.58K- 41.04% |
$1.97M - $2.4M
|
13.8K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-9.62K- 9.79% |
$1.97M - $2.41M
|
88.6K
$25.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-9.78K- 4.14% |
$2.01M - $2.45M
|
226K
$65.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-9.89K- 49.91% |
$2.03M - $2.47M
|
9.92K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10K- 12.56% |
$2.06M - $2.51M
|
69.7K
$20.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-10K- 34.69% |
$2.06M - $2.51M
|
18.9K
$5.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-10.1K- 6.1% |
$2.08M - $2.54M
|
156K
$45.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-10.2K- 10.98% |
$2.08M - $2.54M
|
82.4K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-10.3K- 6.56% |
$2.11M - $2.57M
|
146K
$42.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-10.3K- 3.39% |
$2.11M - $2.58M
|
293K
$85M
|
|
|
Feb 14, 2025
Q4 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-10.4K- 17.91% |
$2.14M - $2.61M
|
47.7K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 12.46% |
$2.14M - $2.61M
|
73.3K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.4K- 13.88% |
$2.14M - $2.61M
|
64.8K
$18.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-10.5K- 2.69% |
$2.15M - $2.62M
|
379K
$110M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-10.5K- 13.96% |
$2.16M - $2.63M
|
64.8K
$18.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-10.5K- 3.81% |
$2.16M - $2.64M
|
266K
$77.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-10.7K- 13.43% |
$2.19M - $2.67M
|
68.8K
$19.9M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-10.7K- 1.38% |
$2.2M - $2.68M
|
764K
$222M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10.8K- 1.11% |
$2.21M - $2.7M
|
956K
$277M
|