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 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-19.2K- 16.89% |
$3.94M - $4.81M
|
94.5K
$25.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-19.5K- 9.05% |
$4M - $4.88M
|
196K
$53M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.9K- 4.86% |
$4.09M - $4.98M
|
390K
$105M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-20.2K- 94.62% |
$4.15M - $5.07M
|
1.15K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.5K- 2.55% |
$4.21M - $5.14M
|
785K
$212M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-20.9K- 9.82% |
$4.28M - $5.22M
|
192K
$51.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-20.9K- 4.39% |
$4.29M - $5.23M
|
455K
$123M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-21.2K- 10.31% |
$4.34M - $5.29M
|
184K
$49.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-21.7K- 3.86% |
$4.45M - $5.43M
|
541K
$146M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-22.1K- 36.72% |
$4.52M - $5.52M
|
38K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-22.4K- 33.36% |
$4.59M - $5.59M
|
44.6K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-22.4K- 13.82% |
$4.59M - $5.6M
|
140K
$37.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-23.5K- 3.09% |
$4.81M - $5.87M
|
735K
$199M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-24.5K- 17.2% |
$5.02M - $6.12M
|
118K
$31.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-24.6K- 79.19% |
$5.05M - $6.16M
|
6.46K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-24.9K- 10.39% |
$5.12M - $6.24M
|
215K
$58.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-25.7K- 4.34% |
$5.27M - $6.43M
|
567K
$153M
|
|
|
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
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-27.3K- 45.97% |
$5.6M - $6.83M
|
32.1K
$8.67M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-27.9K- 3.53% |
$5.73M - $6.99M
|
764K
$207M
|
|
|
Jan 14, 2025
Q4 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-28K- 43.08% |
$5.75M - $7.01M
|
37K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-28.8K- 15.21% |
$5.92M - $7.22M
|
161K
$43.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-28.9K- 20.62% |
$5.93M - $7.23M
|
111K
$30.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-32.6K- 20.09% |
$6.68M - $8.15M
|
129K
$35M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-33.8K- 10.45% |
$6.94M - $8.46M
|
290K
$78.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-34K- 6.94% |
$6.97M - $8.5M
|
455K
$123M
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-35K- 11.27% |
$7.19M - $8.77M
|
276K
$74.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-40.4K- 27.88% |
$8.29M - $10.1M
|
105K
$28.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-41.5K- 1.85% |
$8.51M - $10.4M
|
2.2M
$595M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-41.5K- 11.08% |
$8.52M - $10.4M
|
333K
$90.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-41.7K- 97.18% |
$8.55M - $10.4M
|
1.21K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44K- 99.91% |
$9.02M - $11M
|
41
$11.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-45.4K- 1.17% |
$9.32M - $11.4M
|
3.85M
$1.04B
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-45.5K- 11.19% |
$9.33M - $11.4M
|
361K
$97.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-45.6K- 96.62% |
$9.37M - $11.4M
|
1.6K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-48.5K- 11.34% |
$9.94M - $12.1M
|
379K
$102M
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-49.2K- 22.5% |
$10.1M - $12.3M
|
170K
$45.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-58K- 2.58% |
$11.9M - $14.5M
|
2.19M
$591M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-85.6K- 12.99% |
$17.6M - $21.4M
|
573K
$155M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-87.3K- 85.9% |
$17.9M - $21.9M
|
14.3K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-98.4K- 28.18% |
$20.2M - $24.6M
|
251K
$67.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-100K- 4.01% |
$20.5M - $25.1M
|
2.4M
$649M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-130K- 2.46% |
$26.8M - $32.6M
|
5.17M
$1.4B
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-141K- 5.47% |
$29M - $35.3M
|
2.44M
$659M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-142K- 96.54% |
$29.2M - $35.6M
|
5.09K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-167K- 98.65% |
$34.2M - $41.7M
|
2.29K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-182K- 3.45% |
$37.3M - $45.5M
|
5.08M
$1.37B
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-182K- 8.25% |
$37.3M - $45.6M
|
2.03M
$548M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-219K- 3.12% |
$45M - $54.9M
|
6.8M
$1.84B
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-273K- 16.45% |
$56M - $68.3M
|
1.38M
$375M
|