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
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-18.7K- 12.86% |
$3.83M - $4.68M
|
127K
$36.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-19K- 9.93% |
$3.89M - $4.75M
|
172K
$49.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-19K- 3.9% |
$3.9M - $4.76M
|
468K
$136M
|
|
|
Feb 12, 2025
Q4 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-19.1K- 4.13% |
$3.92M - $4.78M
|
443K
$128M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-19.1K- 8.96% |
$3.93M - $4.79M
|
195K
$56.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-19.1K- 11.28% |
$3.93M - $4.79M
|
151K
$43.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-19.2K- 16.89% |
$3.94M - $4.81M
|
94.5K
$27.4M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.3K- 1.19% |
$3.96M - $4.83M
|
1.6M
$465M
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-19.5K- 9.05% |
$4M - $4.88M
|
196K
$56.8M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-19.8K- 0.72% |
$4.06M - $4.95M
|
2.73M
$791M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-19.8K- 29.81% |
$4.07M - $4.97M
|
46.7K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-19.9K- 4.96% |
$4.08M - $4.97M
|
381K
$110M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.9K- 4.86% |
$4.09M - $4.98M
|
390K
$113M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-20.2K- 94.62% |
$4.15M - $5.07M
|
1.15K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-20.3K- 1.01% |
$4.17M - $5.09M
|
2M
$579M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-20.5K- 90.25% |
$4.21M - $5.13M
|
2.22K
$642K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.5K- 2.55% |
$4.21M - $5.14M
|
785K
$228M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-20.6K- 51.24% |
$4.23M - $5.16M
|
19.6K
$5.69M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-20.7K- 76.95% |
$4.24M - $5.17M
|
6.19K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-20.7K- 3.35% |
$4.26M - $5.19M
|
599K
$174M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-20.9K- 9.82% |
$4.28M - $5.22M
|
192K
$55.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-20.9K- 4.39% |
$4.29M - $5.23M
|
455K
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-21K- 2.96% |
$4.3M - $5.24M
|
686K
$199M
|
|
|
Feb 26, 2025
Q4 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-21.1K- 2.21% |
$4.33M - $5.28M
|
935K
$271M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-21.2K- 10.31% |
$4.34M - $5.29M
|
184K
$53.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-21.4K- 11.71% |
$4.38M - $5.35M
|
161K
$46.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-21.5K- 10.64% |
$4.41M - $5.38M
|
180K
$52.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-21.7K- 3.86% |
$4.45M - $5.43M
|
541K
$157M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-22.1K- 36.72% |
$4.52M - $5.52M
|
38K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22.4K- 33.36% |
$4.59M - $5.59M
|
44.6K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-22.4K- 13.82% |
$4.59M - $5.6M
|
140K
$40.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-22.5K- 1.02% |
$4.63M - $5.64M
|
2.19M
$636M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-22.8K- 71.51% |
$4.67M - $5.7M
|
9.07K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-23K- 0.43% |
$4.72M - $5.76M
|
5.33M
$1.54B
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-23.5K- 3.09% |
$4.81M - $5.87M
|
735K
$213M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-23.6K- 1.14% |
$4.83M - $5.9M
|
2.05M
$594M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-23.8K- 5.83% |
$4.88M - $5.96M
|
385K
$112M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.9K- 6.72% |
$4.9M - $5.98M
|
332K
$96.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-24.1K- 16.45% |
$4.95M - $6.03M
|
122K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-24.2K- 11.08% |
$4.97M - $6.06M
|
194K
$56.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-24.5K- 17.2% |
$5.02M - $6.12M
|
118K
$34.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-24.6K- 79.19% |
$5.05M - $6.16M
|
6.46K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24.9K- 1.03% |
$5.1M - $6.22M
|
2.38M
$691M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-24.9K- 10.39% |
$5.12M - $6.24M
|
215K
$62.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-25K- 0.92% |
$5.12M - $6.25M
|
2.68M
$776M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-25.7K- 4.34% |
$5.27M - $6.43M
|
567K
$164M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-26.1K- 94.84% |
$5.36M - $6.54M
|
1.42K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-27.3K- 45.97% |
$5.6M - $6.83M
|
32.1K
$9.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-27.5K- 83.37% |
$5.64M - $6.88M
|
5.49K
$1.59M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-27.9K- 3.53% |
$5.73M - $6.99M
|
764K
$221M
|