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 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-5.79K- 5.62% |
$1.19M - $1.45M
|
97.3K
$26.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-5.83K- 7.16% |
$1.2M - $1.46M
|
75.6K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.89K- 16.43% |
$1.21M - $1.47M
|
29.9K
$8.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.9K- 75.1% |
$1.21M - $1.48M
|
1.96K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5.99K- 15.2% |
$1.23M - $1.5M
|
33.4K
$9.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-5.99K- 26.23% |
$1.23M - $1.5M
|
16.9K
$4.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-6K- 59.52% |
$1.23M - $1.5M
|
4.08K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-6.03K- 9.2% |
$1.24M - $1.51M
|
59.5K
$16.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-6.04K- 0.85% |
$1.24M - $1.51M
|
702K
$194M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.04K- 79.83% |
$1.24M - $1.51M
|
1.53K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.05K- 3.84% |
$1.24M - $1.51M
|
151K
$41.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-6.05K- 18.11% |
$1.24M - $1.51M
|
27.4K
$7.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-6.08K- 0.35% |
$1.25M - $1.52M
|
1.71M
$474M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-6.2K- 3.18% |
$1.27M - $1.55M
|
189K
$52.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-6.4K- 61.54% |
$1.31M - $1.6M
|
4K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-6.45K- 12.96% |
$1.32M - $1.61M
|
43.3K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.48K- 5.55% |
$1.33M - $1.62M
|
110K
$30.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-6.6K- 13.79% |
$1.35M - $1.65M
|
41.3K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-6.65K- 6.34% |
$1.36M - $1.66M
|
98.2K
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-6.65K- 17.01% |
$1.36M - $1.66M
|
32.5K
$8.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-6.65K- 55.57% |
$1.36M - $1.66M
|
5.32K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-6.79K- 10.05% |
$1.39M - $1.7M
|
60.7K
$16.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-6.81K- 4.56% |
$1.4M - $1.7M
|
143K
$39.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-6.83K- 18.43% |
$1.4M - $1.71M
|
30.2K
$8.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-6.87K- 8.48% |
$1.41M - $1.72M
|
74.1K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-7K- 16.87% |
$1.44M - $1.75M
|
34.5K
$9.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-7K- 6.82% |
$1.44M - $1.75M
|
95.6K
$26.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-7.01K- 7.65% |
$1.44M - $1.75M
|
84.6K
$23.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.01K- 3.88% |
$1.44M - $1.75M
|
174K
$48.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.02K- 71.1% |
$1.44M - $1.76M
|
2.85K
$789K
|
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-7.04K- 6.07% |
$1.44M - $1.76M
|
109K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.06K- 1.56% |
$1.45M - $1.77M
|
445K
$123M
|
|
|
Feb 13, 2025
Q4 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-7.11K- 4.63% |
$1.46M - $1.78M
|
146K
$40.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-7.17K- 19.43% |
$1.47M - $1.79M
|
29.7K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-7.22K- 1.15% |
$1.48M - $1.81M
|
623K
$172M
|
|
|
Feb 04, 2025
Q4 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-7.24K- 20.59% |
$1.49M - $1.81M
|
27.9K
$7.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.26K- 49.62% |
$1.49M - $1.82M
|
7.37K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.31K- 6.16% |
$1.5M - $1.83M
|
111K
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-7.44K- 76.49% |
$1.53M - $1.86M
|
2.29K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.51K- 5.47% |
$1.54M - $1.88M
|
130K
$35.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-7.53K- 53.23% |
$1.55M - $1.89M
|
6.62K
$1.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.62K- 8.13% |
$1.56M - $1.91M
|
86.1K
$23.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-7.67K- 2.99% |
$1.57M - $1.92M
|
249K
$68.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-7.67K- 6.63% |
$1.57M - $1.92M
|
108K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-7.7K- 0.79% |
$1.58M - $1.93M
|
972K
$269M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.82K- 1.61% |
$1.6M - $1.96M
|
477K
$132M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-7.85K- 5.87% |
$1.61M - $1.96M
|
126K
$34.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-7.89K- 30.18% |
$1.62M - $1.97M
|
18.2K
$5.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.94K- 4.67% |
$1.63M - $1.99M
|
162K
$44.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.98K- 16.46% |
$1.64M - $2M
|
40.5K
$11.2M
|