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 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-87.3K- 85.9% |
$17.9M - $21.9M
|
14.3K
$4M
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-89.4K- 19.46% |
$18.3M - $22.4M
|
370K
$103M
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-91K- 2.47% |
$18.7M - $22.8M
|
3.6M
$1.01B
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-92.9K- 5.89% |
$19.1M - $23.3M
|
1.48M
$414M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-94.4K- 7.32% |
$19.4M - $23.6M
|
1.19M
$334M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-96.1K- 92.68% |
$19.7M - $24M
|
7.59K
$2.12M
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-97.1K- 6.0% |
$19.9M - $24.3M
|
1.52M
$425M
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-97.4K- 24.78% |
$20M - $24.4M
|
296K
$82.6M
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-98.4K- 28.18% |
$20.2M - $24.6M
|
251K
$70M
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-100K- 4.01% |
$20.5M - $25.1M
|
2.4M
$670M
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-106K- 8.04% |
$21.8M - $26.6M
|
1.21M
$339M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-111K- 17.5% |
$22.9M - $27.9M
|
525K
$147M
|
|
Feb 14, 2025
Q4 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-117K- 5.55% |
$24M - $29.3M
|
1.99M
$555M
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-118K- 4.31% |
$24.1M - $29.4M
|
2.61M
$730M
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-118K- 23.53% |
$24.3M - $29.7M
|
385K
$108M
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-119K- 20.7% |
$24.5M - $29.9M
|
457K
$128M
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-124K- 22.82% |
$25.5M - $31.1M
|
421K
$117M
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-125K- 6.47% |
$25.6M - $31.3M
|
1.8M
$504M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-130K- 2.46% |
$26.8M - $32.6M
|
5.17M
$1.44B
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-132K- 38.59% |
$27.1M - $33.1M
|
210K
$58.7M
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-134K- 10.14% |
$27.6M - $33.7M
|
1.19M
$333M
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-138K- 27.09% |
$28.3M - $34.6M
|
372K
$104M
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-141K- 3.37% |
$28.9M - $35.2M
|
4.03M
$1.13B
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-141K- 5.47% |
$29M - $35.3M
|
2.44M
$680M
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-142K- 96.54% |
$29.2M - $35.6M
|
5.09K
$1.42M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-143K- 20.27% |
$29.4M - $35.9M
|
564K
$157M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-156K- 9.5% |
$32.1M - $39.2M
|
1.49M
$416M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-167K- 98.65% |
$34.2M - $41.7M
|
2.29K
$638K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-168K- 4.56% |
$34.5M - $42.1M
|
3.53M
$985M
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-170K- 3.68% |
$34.9M - $42.5M
|
4.45M
$1.24B
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-177K- 30.24% |
$36.4M - $44.4M
|
409K
$114M
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-179K- 12.42% |
$36.7M - $44.8M
|
1.26M
$352M
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-179K- 53.58% |
$36.8M - $44.8M
|
155K
$43.3M
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-182K- 3.45% |
$37.3M - $45.5M
|
5.08M
$1.42B
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-182K- 8.25% |
$37.3M - $45.6M
|
2.03M
$566M
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-182K- 6.44% |
$37.4M - $45.6M
|
2.65M
$739M
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-197K- 46.26% |
$40.5M - $49.4M
|
229K
$64M
|
|
Feb 14, 2025
Q4 2024
|
Consulta LTD
London, X0 |
SELL
|
- |
-200K- 57.14% |
$41M - $50.1M
|
150K
$41.9M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-219K- 3.12% |
$45M - $54.9M
|
6.8M
$1.9B
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-229K- 3.53% |
$46.9M - $57.2M
|
6.24M
$1.74B
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-230K- 99.44% |
$47.1M - $57.5M
|
1.28K
$359K
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-238K- 1.77% |
$48.7M - $59.4M
|
13.2M
$3.69B
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-246K- 1.01% |
$50.5M - $61.6M
|
24.2M
$6.77B
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-253K- 99.21% |
$51.9M - $63.3M
|
2.01K
$561K
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-254K- 99.58% |
$52M - $63.5M
|
1.06K
$297K
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-255K- 12.93% |
$52.3M - $63.8M
|
1.72M
$479M
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-261K- 6.32% |
$53.5M - $65.2M
|
3.86M
$1.08B
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-268K- 30.26% |
$54.9M - $67M
|
617K
$172M
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-273K- 16.45% |
$56M - $68.3M
|
1.38M
$387M
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
SELL
|
- |
-288K- 94.51% |
$59M - $72M
|
16.7K
$4.66M
|