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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.58MNew |
$1.14B - $1.4B
|
5.58M
$1.51B
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
4.13MNew |
$847M - $1.03B
|
4.13M
$1.12B
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.49M+ 34259.34% |
$716M - $873M
|
3.5M
$946M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
617K+ 3.68% |
$127M - $154M
|
17.4M
$4.71B
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
401K+ 26.16% |
$82.2M - $100M
|
1.93M
$523M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
388K+ 14.51% |
$79.6M - $97.1M
|
3.06M
$828M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
284KNew |
$58.4M - $71.2M
|
284K
$76.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
266K+ 80.04% |
$54.6M - $66.7M
|
599K
$162M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
253K+ 23537.14% |
$52M - $63.4M
|
255K
$68.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
240K+ 15.37% |
$49.2M - $60M
|
1.8M
$487M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
218KNew |
$44.7M - $54.5M
|
218K
$58.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
190K+ 862.78% |
$39M - $47.6M
|
212K
$57.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
169K+ 10.79% |
$34.7M - $42.3M
|
1.74M
$470M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
168K+ 16185.36% |
$34.5M - $42M
|
169K
$45.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
168K+ 11.51% |
$34.4M - $41.9M
|
1.62M
$439M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
166K+ 544.0% |
$34.1M - $41.7M
|
197K
$53.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
162KNew |
$33.3M - $40.6M
|
162K
$43.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
151K+ 65.39% |
$30.9M - $37.7M
|
381K
$103M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
137K+ 2686.81% |
$28.1M - $34.3M
|
142K
$38.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
124KNew |
$25.5M - $31.1M
|
124K
$33.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
119K+ 7.52% |
$24.4M - $29.8M
|
1.7M
$460M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
100K+ 70.35% |
$20.6M - $25.1M
|
243K
$65.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
97.5K+ 7.71% |
$20M - $24.4M
|
1.36M
$368M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
89.3KNew |
$18.3M - $22.3M
|
89.3K
$24.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
89.2K+ 622.55% |
$18.3M - $22.3M
|
104K
$28M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
89.1K+ 2.58% |
$18.3M - $22.3M
|
3.54M
$958M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
87.3K+ 376.58% |
$17.9M - $21.9M
|
110K
$29.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
72.2KNew |
$14.8M - $18.1M
|
72.2K
$19.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
67.6K+ 24.9% |
$13.9M - $16.9M
|
339K
$91.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
62.8KNew |
$12.9M - $15.7M
|
62.8K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
62.5K+ 229.85% |
$12.8M - $15.6M
|
89.7K
$24.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
58.1KNew |
$11.9M - $14.5M
|
58.1K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
57.1K+ 19.95% |
$11.7M - $14.3M
|
344K
$92.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
48.9K+ 58.03% |
$10M - $12.2M
|
133K
$36M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
48.7K+ 5.21% |
$9.99M - $12.2M
|
984K
$266M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
44.2KNew |
$9.06M - $11.1M
|
44.2K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
41.5K+ 17.06% |
$8.51M - $10.4M
|
285K
$77M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
39.5K+ 76.97% |
$8.11M - $9.89M
|
90.9K
$24.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
38.1K+ 57.25% |
$7.81M - $9.53M
|
105K
$28.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
37.7K+ 2038.01% |
$7.74M - $9.45M
|
39.6K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
33.1K+ 14.35% |
$6.78M - $8.27M
|
263K
$71.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31.7K+ 8.45% |
$6.49M - $7.92M
|
406K
$110M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
31.2K+ 5.39% |
$6.41M - $7.82M
|
611K
$165M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
30.6K+ 80.01% |
$6.27M - $7.65M
|
68.8K
$18.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
30.5K+ 1400.23% |
$6.25M - $7.63M
|
32.6K
$8.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
30.3K+ 27.19% |
$6.22M - $7.58M
|
142K
$38.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.2K+ 12.09% |
$6.19M - $7.55M
|
280K
$75.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
29.6KNew |
$6.07M - $7.41M
|
29.6K
$8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
29.5KNew |
$6.05M - $7.38M
|
29.5K
$7.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
29.1K+ 161.55% |
$5.98M - $7.29M
|
47.2K
$12.8M
|