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 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-40.2K- 1.48% |
$8.25M - $10.1M
|
2.68M
$726M
|
|
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
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-299K- 26.73% |
$61.3M - $74.8M
|
820K
$222M
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-370K- 11.39% |
$75.9M - $92.6M
|
2.88M
$779M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-470K- 96.64% |
$96.4M - $118M
|
16.4K
$4.42M
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.48M- 99.57% |
$715M - $872M
|
15.1K
$4.08M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.37M- 82.33% |
$1.51B - $1.85B
|
1.58M
$428M
|