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 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 32.54% |
$2.53M - $3.08M
|
25.6K
$6.93M
|
|
|
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
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-12.8K- 1.71% |
$2.62M - $3.2M
|
733K
$199M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13K- 2.72% |
$2.67M - $3.26M
|
466K
$126M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-13K- 7.91% |
$2.67M - $3.26M
|
152K
$41.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-13.1K- 11.22% |
$2.7M - $3.29M
|
104K
$28.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-13.2K- 7.8% |
$2.71M - $3.31M
|
156K
$42.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-13.4K- 1.29% |
$2.75M - $3.35M
|
1.03M
$279M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-13.7K- 4.08% |
$2.8M - $3.42M
|
321K
$87M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-13.7K- 10.56% |
$2.8M - $3.42M
|
116K
$31.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-13.9K- 0.62% |
$2.84M - $3.47M
|
2.21M
$599M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14K- 45.64% |
$2.87M - $3.51M
|
16.7K
$4.52M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-14.1K- 1.77% |
$2.9M - $3.53M
|
784K
$212M
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-14.4K- 6.74% |
$2.95M - $3.6M
|
199K
$53.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.5K- 21.19% |
$2.97M - $3.62M
|
53.8K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-14.6K- 6.14% |
$3M - $3.66M
|
224K
$60.6M
|
|
|
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
$97.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-15K- 2.1% |
$3.09M - $3.77M
|
701K
$190M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15.2K- 1.58% |
$3.12M - $3.81M
|
949K
$257M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-15.9K- 0.92% |
$3.26M - $3.98M
|
1.72M
$466M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-16.1K- 2.21% |
$3.31M - $4.04M
|
714K
$194M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-16.3K- 58.1% |
$3.35M - $4.09M
|
11.8K
$3.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-16.8K- 23.51% |
$3.44M - $4.19M
|
54.5K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-17.3K- 37.86% |
$3.55M - $4.33M
|
28.4K
$7.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-17.7K- 4.21% |
$3.62M - $4.42M
|
402K
$109M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-17.9K- 6.33% |
$3.66M - $4.47M
|
264K
$71.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-19K- 9.93% |
$3.89M - $4.75M
|
172K
$46.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-19.1K- 8.96% |
$3.93M - $4.79M
|
195K
$52.7M
|
|
|
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
$53.1M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-19.8K- 0.72% |
$4.06M - $4.95M
|
2.73M
$740M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.9K- 4.86% |
$4.09M - $4.98M
|
390K
$106M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-20.2K- 94.62% |
$4.15M - $5.07M
|
1.15K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-20.3K- 1.01% |
$4.17M - $5.09M
|
2M
$541M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.5K- 2.55% |
$4.21M - $5.14M
|
785K
$213M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-20.7K- 3.35% |
$4.26M - $5.19M
|
599K
$162M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-20.9K- 9.82% |
$4.28M - $5.22M
|
192K
$52M
|
|
|
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
$49.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-21.7K- 3.86% |
$4.45M - $5.43M
|
541K
$147M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-22.5K- 1.02% |
$4.63M - $5.64M
|
2.19M
$595M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-23.5K- 3.09% |
$4.81M - $5.87M
|
735K
$199M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-23.6K- 1.14% |
$4.83M - $5.9M
|
2.05M
$556M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.9K- 6.72% |
$4.9M - $5.98M
|
332K
$90M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-24.5K- 17.2% |
$5.02M - $6.12M
|
118K
$31.9M
|