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 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.01K- 3.88% |
$1.44M - $1.75M
|
174K
$47M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.02K- 71.1% |
$1.44M - $1.76M
|
2.85K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-7.24K- 20.59% |
$1.49M - $1.81M
|
27.9K
$7.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.26K- 49.62% |
$1.49M - $1.82M
|
7.37K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.51K- 5.47% |
$1.54M - $1.88M
|
130K
$35.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.62K- 8.13% |
$1.56M - $1.91M
|
86.1K
$23.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-7.67K- 6.63% |
$1.57M - $1.92M
|
108K
$29.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.82K- 1.61% |
$1.6M - $1.96M
|
477K
$129M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-7.85K- 5.87% |
$1.61M - $1.96M
|
126K
$34M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.94K- 4.67% |
$1.63M - $1.99M
|
162K
$43.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.98K- 16.46% |
$1.64M - $2M
|
40.5K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.03K- 1.04% |
$1.65M - $2.01M
|
761K
$206M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-8.18K- 3.64% |
$1.68M - $2.05M
|
217K
$58.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.31K- 7.85% |
$1.71M - $2.08M
|
97.6K
$26.4M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-8.39K- 0.79% |
$1.72M - $2.1M
|
1.05M
$284M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-8.71K- 9.48% |
$1.79M - $2.18M
|
83.1K
$22.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-8.8K- 5.49% |
$1.81M - $2.2M
|
151K
$40.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-9.14K- 2.5% |
$1.88M - $2.29M
|
357K
$96.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-9.16K- 33.6% |
$1.88M - $2.29M
|
18.1K
$4.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.18K- 0.7% |
$1.88M - $2.3M
|
1.31M
$355M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.24K- 55.18% |
$1.89M - $2.31M
|
7.5K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9.45K- 90.19% |
$1.94M - $2.36M
|
1.03K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-9.48K- 16.34% |
$1.94M - $2.37M
|
48.5K
$13.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9.58K- 41.04% |
$1.97M - $2.4M
|
13.8K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-9.78K- 4.14% |
$2.01M - $2.45M
|
226K
$61.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-10K- 12.56% |
$2.06M - $2.51M
|
69.7K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-10K- 34.69% |
$2.06M - $2.51M
|
18.9K
$5.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-10.2K- 10.98% |
$2.08M - $2.54M
|
82.4K
$22.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.4K- 13.88% |
$2.14M - $2.61M
|
64.8K
$17.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-10.5K- 2.69% |
$2.15M - $2.62M
|
379K
$103M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-10.5K- 13.96% |
$2.16M - $2.63M
|
64.8K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-10.5K- 3.81% |
$2.16M - $2.64M
|
266K
$72M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-10.7K- 13.43% |
$2.19M - $2.67M
|
68.8K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10.8K- 1.11% |
$2.21M - $2.7M
|
956K
$259M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-11.3K- 1.68% |
$2.32M - $2.84M
|
665K
$180M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-11.9K- 25.83% |
$2.44M - $2.98M
|
34.2K
$9.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-11.9K- 2.16% |
$2.45M - $2.99M
|
540K
$146M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-12K- 14.38% |
$2.47M - $3.01M
|
71.7K
$19.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 32.54% |
$2.53M - $3.08M
|
25.6K
$6.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-12.4K- 2.33% |
$2.55M - $3.11M
|
520K
$141M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-12.7K- 93.29% |
$2.61M - $3.19M
|
915
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-12.8K- 1.71% |
$2.62M - $3.2M
|
733K
$198M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-13.4K- 1.29% |
$2.75M - $3.35M
|
1.03M
$278M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-13.7K- 4.08% |
$2.8M - $3.42M
|
321K
$86.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-13.7K- 10.56% |
$2.8M - $3.42M
|
116K
$31.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-14.4K- 6.74% |
$2.95M - $3.6M
|
199K
$53.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.5K- 21.19% |
$2.97M - $3.62M
|
53.8K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-14.6K- 6.14% |
$3M - $3.66M
|
224K
$60.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Courant Investment Management LLC
|
SELL
|
- |
-14.7K- 13.41% |
$3.02M - $3.68M
|
94.9K
$25.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-14.9K- 3.95% |
$3.05M - $3.72M
|
361K
$97.6M
|