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
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-170K- 3.68% |
$34.9M - $42.5M
|
4.45M
$1.26B
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-177K- 30.24% |
$36.4M - $44.4M
|
409K
$116M
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-179K- 12.42% |
$36.7M - $44.8M
|
1.26M
$357M
|
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-179K- 53.58% |
$36.8M - $44.8M
|
155K
$43.9M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-182K- 3.45% |
$37.3M - $45.5M
|
5.08M
$1.44B
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-182K- 8.25% |
$37.3M - $45.6M
|
2.03M
$574M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-182K- 6.44% |
$37.4M - $45.6M
|
2.65M
$750M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-197K- 46.26% |
$40.5M - $49.4M
|
229K
$64.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Consulta LTD
London, X0 |
SELL
|
- |
-200K- 57.14% |
$41M - $50.1M
|
150K
$42.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-219K- 3.12% |
$45M - $54.9M
|
6.8M
$1.93B
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-229K- 3.53% |
$46.9M - $57.2M
|
6.24M
$1.77B
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-230K- 99.44% |
$47.1M - $57.5M
|
1.28K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-238K- 1.77% |
$48.7M - $59.4M
|
13.2M
$3.74B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-246K- 1.01% |
$50.5M - $61.6M
|
24.2M
$6.86B
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-253K- 99.21% |
$51.9M - $63.3M
|
2.01K
$569K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-254K- 99.58% |
$52M - $63.5M
|
1.06K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-255K- 12.93% |
$52.3M - $63.8M
|
1.72M
$486M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-261K- 6.32% |
$53.5M - $65.2M
|
3.86M
$1.09B
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-268K- 30.26% |
$54.9M - $67M
|
617K
$175M
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-273K- 16.45% |
$56M - $68.3M
|
1.38M
$392M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
SELL
|
- |
-288K- 94.51% |
$59M - $72M
|
16.7K
$4.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-296K- 3.42% |
$60.8M - $74.2M
|
8.36M
$2.37B
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-299K- 9.39% |
$61.3M - $74.8M
|
2.88M
$816M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-299K- 26.73% |
$61.3M - $74.8M
|
820K
$232M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-328K- 5.8% |
$67.3M - $82M
|
5.32M
$1.51B
|
|
|
Feb 12, 2025
Q4 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-329K- 23.34% |
$67.5M - $82.3M
|
1.08M
$306M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-343K- 2.1% |
$70.4M - $85.9M
|
16M
$4.52B
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-353K- 35.25% |
$72.5M - $88.5M
|
649K
$184M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-370K- 11.39% |
$75.9M - $92.6M
|
2.88M
$815M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-371K- 38.28% |
$76.2M - $92.9M
|
599K
$170M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-372K- 0.54% |
$76.4M - $93.2M
|
68.8M
$19.5B
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-383K- 35.55% |
$78.6M - $95.9M
|
695K
$197M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-395K- 33.44% |
$81.1M - $99M
|
787K
$223M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-408K- 1.35% |
$83.7M - $102M
|
29.7M
$8.41B
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-469K- 1.57% |
$96.2M - $117M
|
29.3M
$8.31B
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-470K- 96.64% |
$96.4M - $118M
|
16.4K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-489K- 2.12% |
$100M - $123M
|
22.5M
$6.38B
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-515K- 89.42% |
$106M - $129M
|
60.9K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-544K- 5.64% |
$112M - $136M
|
9.11M
$2.58B
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-555K- 7.65% |
$114M - $139M
|
6.71M
$1.9B
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-561K- 2.57% |
$115M - $140M
|
21.3M
$6.03B
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-576K- 15.54% |
$118M - $144M
|
3.13M
$886M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-597K- 22.17% |
$122M - $149M
|
2.1M
$593M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-630K- 99.55% |
$129M - $158M
|
2.88K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-656K- 1.31% |
$135M - $164M
|
49.4M
$14B
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-658K- 13.59% |
$135M - $165M
|
4.18M
$1.18B
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-739K- 16.89% |
$152M - $185M
|
3.64M
$1.03B
|
|
|
Feb 07, 2025
Q4 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-742K- 53.0% |
$152M - $186M
|
658K
$186M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-823K- 10.15% |
$169M - $206M
|
7.28M
$2.06B
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-938K- 2.78% |
$193M - $235M
|
32.8M
$9.3B
|