Purchases and Sales Made in Q3 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-115K- 12.39% |
$22.3M - $25.8M
|
811K
$230M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-115K- 2.12% |
$22.4M - $25.8M
|
5.3M
$1.5B
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-122K- 7.2% |
$23.8M - $27.5M
|
1.58M
$447M
|
|
|
Nov 14, 2024
Q3 2024
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-127K- 81.16% |
$24.7M - $28.5M
|
29.4K
$8.32M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-127K- 4.7% |
$24.8M - $28.6M
|
2.58M
$730M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-128K- 82.57% |
$24.9M - $28.8M
|
27K
$7.65M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-129K- 83.0% |
$25.1M - $28.9M
|
26.3K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-148K- 6.93% |
$28.9M - $33.3M
|
1.99M
$564M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-149K- 17.4% |
$29M - $33.5M
|
707K
$200M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-149K- 27.16% |
$29.1M - $33.5M
|
400K
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Consulta LTD
London, X0 |
SELL
|
- |
-150K- 30.0% |
$29.2M - $33.7M
|
350K
$99.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jpb Foundation
New York, NY |
SELL
|
- |
-150K- 60.03% |
$29.2M - $33.7M
|
99.9K
$28.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-152K- 87.22% |
$29.6M - $34.2M
|
22.3K
$6.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-155K- 93.9% |
$30.1M - $34.7M
|
10K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-157K- 10.36% |
$30.6M - $35.3M
|
1.36M
$384M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-179K- 4.17% |
$35M - $40.4M
|
4.13M
$1.17B
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-182K- 0.9% |
$35.5M - $41M
|
20M
$5.67B
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-190K- 99.46% |
$37M - $42.7M
|
1.04K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-193K- 2.59% |
$37.7M - $43.4M
|
7.26M
$2.06B
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-197K- 3.19% |
$38.5M - $44.4M
|
5.98M
$1.69B
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-200K- 90.36% |
$39M - $45M
|
21.3K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-201K- 93.41% |
$39.2M - $45.2M
|
14.2K
$4.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
SELL
|
- |
-204K- 74.11% |
$39.8M - $45.9M
|
71.3K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-213K- 23.42% |
$41.5M - $47.8M
|
696K
$197M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-216K- 6.36% |
$42.1M - $48.6M
|
3.18M
$900M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-219K- 84.07% |
$42.7M - $49.3M
|
41.5K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-221K- 12.87% |
$43M - $49.6M
|
1.49M
$423M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-223K- 1.2% |
$43.5M - $50.2M
|
18.4M
$5.21B
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-229K- 16.98% |
$44.6M - $51.4M
|
1.12M
$317M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-230K- 23.32% |
$44.9M - $51.7M
|
757K
$214M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-235K- 0.95% |
$45.8M - $52.9M
|
24.5M
$6.93B
|
|
|
Nov 14, 2024
Q3 2024
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-243K- 49.97% |
$47.4M - $54.6M
|
243K
$68.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-250K- 55.56% |
$48.7M - $56.2M
|
200K
$56.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-270K- 3.71% |
$52.7M - $60.8M
|
7.02M
$1.99B
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-276K- 76.74% |
$53.8M - $62.1M
|
83.7K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-276K- 2.78% |
$53.9M - $62.1M
|
9.65M
$2.73B
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-289K- 7.18% |
$56.3M - $64.9M
|
3.73M
$1.06B
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-307K- 20.63% |
$59.9M - $69.1M
|
1.18M
$335M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-318K- 13.13% |
$62M - $71.6M
|
2.11M
$596M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-328K- 58.27% |
$63.9M - $73.7M
|
235K
$66.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-335K- 3.97% |
$65.3M - $75.3M
|
8.11M
$2.3B
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-336K- 46.11% |
$65.6M - $75.6M
|
393K
$111M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-349K- 91.73% |
$68.1M - $78.5M
|
31.5K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-354K- 3.92% |
$68.9M - $79.5M
|
8.66M
$2.45B
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-386K- 2.98% |
$75.2M - $86.8M
|
12.6M
$3.56B
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-389K- 15.19% |
$75.8M - $87.5M
|
2.17M
$615M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-402K- 40.55% |
$78.4M - $90.4M
|
590K
$167M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-412K- 15.06% |
$80.3M - $92.6M
|
2.32M
$658M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-413K- 1.76% |
$80.5M - $92.9M
|
23M
$6.52B
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-429K- 63.04% |
$83.6M - $96.4M
|
251K
$71.2M
|