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 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
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-16.8K- 23.51% |
$3.44M - $4.19M
|
54.5K
$15.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-17.3K- 37.86% |
$3.55M - $4.33M
|
28.4K
$7.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-17.6K- 7.03% |
$3.61M - $4.4M
|
232K
$64.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-17.7K- 4.21% |
$3.62M - $4.42M
|
402K
$111M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-17.9K- 6.33% |
$3.66M - $4.47M
|
264K
$73.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18K- 0.4% |
$3.7M - $4.51M
|
4.43M
$1.23B
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-18.1K- 14.59% |
$3.71M - $4.52M
|
106K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-18.4K- 44.3% |
$3.78M - $4.61M
|
23.1K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-18.7K- 12.86% |
$3.83M - $4.68M
|
127K
$35M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-19K- 9.93% |
$3.89M - $4.75M
|
172K
$47.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-19K- 3.9% |
$3.9M - $4.76M
|
468K
$129M
|
|
|
Feb 12, 2025
Q4 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-19.1K- 4.13% |
$3.92M - $4.78M
|
443K
$122M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-19.1K- 8.96% |
$3.93M - $4.79M
|
195K
$53.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-19.1K- 11.28% |
$3.93M - $4.79M
|
151K
$41.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-19.2K- 16.89% |
$3.94M - $4.81M
|
94.5K
$26.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-19.5K- 9.05% |
$4M - $4.88M
|
196K
$54.2M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-19.8K- 0.72% |
$4.06M - $4.95M
|
2.73M
$755M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-19.8K- 29.81% |
$4.07M - $4.97M
|
46.7K
$12.9M
|