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 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.1K+ 0.96% |
$13.8M - $16.8M
|
7.08M
$2.01B
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
67KNew |
$13.7M - $16.8M
|
67K
$19M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
66.8KNew |
$13.7M - $16.7M
|
66.8K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
65.7K+ 13.71% |
$13.5M - $16.4M
|
545K
$154M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
65.1KNew |
$13.4M - $16.3M
|
65.1K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
64.8K+ 27.37% |
$13.3M - $16.2M
|
302K
$85.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
64.1K+ 23.46% |
$13.1M - $16M
|
337K
$95.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
62.8KNew |
$12.9M - $15.7M
|
62.8K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
62.5K+ 229.85% |
$12.8M - $15.6M
|
89.7K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
61.9KNew |
$12.7M - $15.5M
|
61.9K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
60.6KNew |
$12.4M - $15.2M
|
60.6K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
58.6K+ 5.77% |
$12M - $14.7M
|
1.07M
$304M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
58.5K+ 1.14% |
$12M - $14.6M
|
5.17M
$1.46B
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
58.1KNew |
$11.9M - $14.5M
|
58.1K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
57.7KNew |
$11.8M - $14.5M
|
57.7K
$16.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
57.1K+ 19.95% |
$11.7M - $14.3M
|
344K
$97.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
56.6K+ 10.14% |
$11.6M - $14.2M
|
615K
$174M
|
|
|
Feb 13, 2025
Q4 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
55.6K+ 0.68% |
$11.4M - $13.9M
|
8.25M
$2.34B
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
55.2KNew |
$11.3M - $13.8M
|
55.2K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
54.9K+ 244.81% |
$11.3M - $13.7M
|
77.3K
$21.9M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
53.1KNew |
$10.9M - $13.3M
|
53.1K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
52.8KNew |
$10.8M - $13.2M
|
52.8K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
51.6KNew |
$10.6M - $12.9M
|
51.6K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
51K+ 9.22% |
$10.5M - $12.8M
|
604K
$171M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49.9K+ 41.81% |
$10.2M - $12.5M
|
169K
$47.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
48.9K+ 58.03% |
$10M - $12.2M
|
133K
$37.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
48.7K+ 5.21% |
$9.99M - $12.2M
|
984K
$279M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
46.9K+ 4.01% |
$9.62M - $11.7M
|
1.22M
$345M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
46.8K+ 5.09% |
$9.6M - $11.7M
|
966K
$274M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
46.6KNew |
$9.57M - $11.7M
|
46.6K
$13.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
46.6KNew |
$9.55M - $11.7M
|
46.6K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
45.1KNew |
$9.25M - $11.3M
|
45.1K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
45K+ 8.66% |
$9.23M - $11.3M
|
565K
$160M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
44.2KNew |
$9.06M - $11.1M
|
44.2K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
43.9KNew |
$9M - $11M
|
43.9K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
42.7KNew |
$8.75M - $10.7M
|
42.7K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
42K+ 1.81% |
$8.62M - $10.5M
|
2.37M
$670M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
41.5K+ 17.06% |
$8.51M - $10.4M
|
285K
$80.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
41.4KNew |
$8.49M - $10.4M
|
41.4K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40.8K+ 3.59% |
$8.38M - $10.2M
|
1.18M
$334M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
40.7KNew |
$8.35M - $10.2M
|
40.7K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
39.5K+ 76.97% |
$8.11M - $9.89M
|
90.9K
$25.7M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39.4K+ 7.9% |
$8.08M - $9.85M
|
537K
$152M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
39.1K+ 7.65% |
$8.03M - $9.79M
|
550K
$156M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.6K+ 6.37% |
$7.91M - $9.65M
|
644K
$182M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
38.4KNew |
$7.89M - $9.62M
|
38.4K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
38.1KNew |
$7.83M - $9.55M
|
38.1K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
38.1K+ 57.25% |
$7.81M - $9.53M
|
105K
$29.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
37.7K+ 2038.01% |
$7.74M - $9.45M
|
39.6K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
36.4K+ 29.41% |
$7.47M - $9.12M
|
160K
$45.4M
|