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
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
36K+ 11.17% |
$7.39M - $9.01M
|
359K
$102M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.9K+ 0.87% |
$7.36M - $8.98M
|
4.16M
$1.18B
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
35.6K+ 3.03% |
$7.31M - $8.92M
|
1.21M
$343M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
34.7KNew |
$7.12M - $8.69M
|
34.7K
$9.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.5K+ 3.47% |
$7.08M - $8.64M
|
1.03M
$291M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
33.1KNew |
$6.8M - $8.29M
|
33.1K
$9.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
33.1K+ 14.35% |
$6.78M - $8.27M
|
263K
$74.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
32.9K+ 385.31% |
$6.75M - $8.24M
|
41.5K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
32.6K+ 1.27% |
$6.69M - $8.16M
|
2.6M
$737M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
32.2K+ 364.84% |
$6.61M - $8.07M
|
41.1K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
31.7K+ 15.98% |
$6.51M - $7.94M
|
230K
$65.2M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
31.7KNew |
$6.5M - $7.93M
|
31.7K
$8.97M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31.7K+ 8.45% |
$6.49M - $7.92M
|
406K
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.4K+ 3.76% |
$6.44M - $7.86M
|
866K
$245M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
31.2K+ 5.39% |
$6.41M - $7.82M
|
611K
$173M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
31.2K+ 13.78% |
$6.4M - $7.81M
|
258K
$73M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
30.7K+ 139.08% |
$6.3M - $7.68M
|
52.8K
$14.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
30.6K+ 80.01% |
$6.27M - $7.65M
|
68.8K
$19.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
30.5K+ 1400.23% |
$6.25M - $7.63M
|
32.6K
$9.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
30.3K+ 27.19% |
$6.22M - $7.58M
|
142K
$40.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.2K+ 12.09% |
$6.19M - $7.55M
|
280K
$79.2M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
30K+ 48.5% |
$6.15M - $7.5M
|
91.8K
$26M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
29.7K+ 24.23% |
$6.09M - $7.43M
|
152K
$43.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
29.6K+ 8.44% |
$6.08M - $7.41M
|
381K
$108M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
29.6KNew |
$6.07M - $7.41M
|
29.6K
$8.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
29.5KNew |
$6.05M - $7.38M
|
29.5K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
29.2KNew |
$6M - $7.32M
|
29.2K
$8.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
BUY
|
- |
29.1K+ 161.55% |
$5.98M - $7.29M
|
47.2K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
29KNew |
$5.96M - $7.26M
|
29K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
28.7K+ 2.97% |
$5.89M - $7.18M
|
993K
$281M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.6KNew |
$5.87M - $7.16M
|
28.6K
$8.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
28KNew |
$5.75M - $7.02M
|
28K
$7.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.9K+ 288.85% |
$5.73M - $6.98M
|
37.6K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
27.9K+ 7015.11% |
$5.71M - $6.97M
|
28.2K
$8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
27.3K+ 39.88% |
$5.59M - $6.82M
|
95.6K
$27.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
26.9KNew |
$5.52M - $6.73M
|
26.9K
$7.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
26.9KNew |
$5.51M - $6.73M
|
26.9K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
26.2K+ 96.49% |
$5.38M - $6.56M
|
53.4K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
25.6KNew |
$5.26M - $6.42M
|
25.6K
$7.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
25.6K+ 27.6% |
$5.25M - $6.41M
|
118K
$33.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
24.9K+ 3.36% |
$5.12M - $6.24M
|
767K
$217M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
24.6KNew |
$5.06M - $6.17M
|
24.6K
$6.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
24.2K+ 8.6% |
$4.97M - $6.06M
|
306K
$86.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
24.1KNew |
$4.94M - $6.03M
|
24.1K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
23.5K+ 9.79% |
$4.83M - $5.89M
|
264K
$74.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
22.9KNew |
$4.7M - $5.73M
|
22.9K
$6.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
22.7K+ 25.65% |
$4.66M - $5.68M
|
111K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
22.7K+ 22.19% |
$4.65M - $5.67M
|
125K
$35.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
22.4KNew |
$4.59M - $5.6M
|
22.4K
$6.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.3K+ 19.01% |
$4.58M - $5.59M
|
140K
$39.6M
|