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 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-10.2K- 10.98% |
$2.08M - $2.54M
|
82.4K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-10.3K- 6.56% |
$2.11M - $2.57M
|
146K
$40.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-10.3K- 3.39% |
$2.11M - $2.58M
|
293K
$81.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 12.46% |
$2.14M - $2.61M
|
73.3K
$20.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.4K- 13.88% |
$2.14M - $2.61M
|
64.8K
$17.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-10.5K- 2.69% |
$2.15M - $2.62M
|
379K
$105M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-10.5K- 13.96% |
$2.16M - $2.63M
|
64.8K
$17.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-10.5K- 3.81% |
$2.16M - $2.64M
|
266K
$73.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-10.7K- 13.43% |
$2.19M - $2.67M
|
68.8K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-10.7K- 1.38% |
$2.2M - $2.68M
|
764K
$211M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10.8K- 1.11% |
$2.21M - $2.7M
|
956K
$265M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 15.92% |
$2.21M - $2.7M
|
57K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.8K- 1.35% |
$2.22M - $2.71M
|
793K
$219M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11K- 2.77% |
$2.25M - $2.75M
|
385K
$106M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-11.3K- 1.68% |
$2.32M - $2.84M
|
665K
$184M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-11.6K- 5.08% |
$2.39M - $2.91M
|
217K
$60.1M
|
|
|
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
$9.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-11.9K- 2.16% |
$2.45M - $2.99M
|
540K
$149M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-12K- 4.06% |
$2.47M - $3.01M
|
284K
$78.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-12K- 14.38% |
$2.47M - $3.01M
|
71.7K
$19.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 32.54% |
$2.53M - $3.08M
|
25.6K
$7.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-12.4K- 2.33% |
$2.55M - $3.11M
|
520K
$144M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-12.7K- 93.29% |
$2.61M - $3.19M
|
915
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-12.8K- 1.71% |
$2.62M - $3.2M
|
733K
$203M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-12.8K- 1.1% |
$2.63M - $3.21M
|
1.16M
$320M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-12.9K- 1.02% |
$2.65M - $3.24M
|
1.26M
$348M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13K- 2.72% |
$2.67M - $3.26M
|
466K
$129M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-13K- 7.91% |
$2.67M - $3.26M
|
152K
$42M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-13.1K- 11.22% |
$2.7M - $3.29M
|
104K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-13.2K- 7.8% |
$2.71M - $3.31M
|
156K
$43.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-13.3K- 4.86% |
$2.72M - $3.32M
|
260K
$71.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-13.4K- 1.29% |
$2.75M - $3.35M
|
1.03M
$284M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-13.7K- 4.08% |
$2.8M - $3.42M
|
321K
$88.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-13.7K- 10.56% |
$2.8M - $3.42M
|
116K
$32M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-13.9K- 0.62% |
$2.84M - $3.47M
|
2.21M
$612M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-14K- 45.64% |
$2.87M - $3.51M
|
16.7K
$4.61M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-14.1K- 1.77% |
$2.9M - $3.53M
|
784K
$217M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-14.1K- 5.75% |
$2.9M - $3.54M
|
232K
$64.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-14.4K- 30.94% |
$2.95M - $3.59M
|
32.1K
$8.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-14.4K- 6.74% |
$2.95M - $3.6M
|
199K
$55M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.5K- 21.19% |
$2.97M - $3.62M
|
53.8K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-14.6K- 6.14% |
$3M - $3.66M
|
224K
$61.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Courant Investment Management LLC
|
SELL
|
- |
-14.7K- 13.41% |
$3.02M - $3.68M
|
94.9K
$26.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-14.9K- 3.95% |
$3.05M - $3.72M
|
361K
$99.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-15K- 2.1% |
$3.09M - $3.77M
|
701K
$194M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15.2K- 1.58% |
$3.12M - $3.81M
|
949K
$263M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-15.9K- 0.92% |
$3.26M - $3.98M
|
1.72M
$475M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-16.1K- 2.21% |
$3.31M - $4.04M
|
714K
$198M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-16.3K- 58.1% |
$3.35M - $4.09M
|
11.8K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-16.5K- 1.36% |
$3.39M - $4.14M
|
1.2M
$333M
|