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
|
Hrt Financial LP
New York, NY |
BUY
|
- |
271K+ 68.06% |
$55.6M - $67.8M
|
669K
$172M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
266K+ 80.04% |
$54.6M - $66.7M
|
599K
$154M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
257KNew |
$52.7M - $64.3M
|
257K
$66.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
253K+ 23537.14% |
$52M - $63.4M
|
255K
$65.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
249KNew |
$51.1M - $62.3M
|
249K
$64.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
247K+ 657.89% |
$50.7M - $61.9M
|
285K
$73.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
242KNew |
$49.7M - $60.6M
|
242K
$62.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
240K+ 15.37% |
$49.2M - $60M
|
1.8M
$464M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
236K+ 6.57% |
$48.5M - $59.2M
|
3.84M
$987M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
234K+ 0.09% |
$47.9M - $58.5M
|
272M
$70.1B
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
231KNew |
$47.4M - $57.8M
|
231K
$59.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
229K+ 16329.18% |
$47.1M - $57.4M
|
231K
$59.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
227K+ 15.19% |
$46.5M - $56.8M
|
1.72M
$443M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
222K+ 41.01% |
$45.6M - $55.6M
|
764K
$197M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
219K+ 51.1% |
$45M - $54.9M
|
648K
$167M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
218KNew |
$44.7M - $54.5M
|
218K
$56M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
214KNew |
$43.8M - $53.4M
|
214K
$55M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
206K+ 22.97% |
$42.2M - $51.5M
|
1.1M
$283M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
200K+ 62.92% |
$41.1M - $50.1M
|
519K
$134M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
197K+ 49.11% |
$40.4M - $49.2M
|
597K
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
192K+ 19.25% |
$39.4M - $48M
|
1.19M
$306M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
190K+ 862.78% |
$39M - $47.6M
|
212K
$54.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
188KNew |
$38.6M - $47.1M
|
188K
$48.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
170K+ 9.9% |
$34.9M - $42.6M
|
1.89M
$486M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
169K+ 10.79% |
$34.7M - $42.3M
|
1.74M
$447M
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
169KNew |
$34.7M - $42.3M
|
169K
$43.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
168K+ 16185.36% |
$34.5M - $42M
|
169K
$43.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
168K+ 11.51% |
$34.4M - $41.9M
|
1.62M
$418M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
167K+ 10.01% |
$34.2M - $41.7M
|
1.83M
$471M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
166K+ 544.0% |
$34.1M - $41.7M
|
197K
$50.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
162KNew |
$33.3M - $40.6M
|
162K
$41.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
161K+ 6.39% |
$33M - $40.3M
|
2.68M
$690M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
159KNew |
$32.6M - $39.8M
|
159K
$40.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
157K+ 35.22% |
$32.2M - $39.2M
|
602K
$155M
|
|
|
Feb 12, 2025
Q4 2024
|
Rit Capital Partners PLC
London, X0 |
BUY
|
- |
153KNew |
$31.3M - $38.2M
|
153K
$39.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
151K+ 65.39% |
$30.9M - $37.7M
|
381K
$98M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
147K+ 5.38% |
$30.2M - $36.8M
|
2.88M
$742M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
147K+ 5.18% |
$30.1M - $36.8M
|
2.98M
$768M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
143KNew |
$29.3M - $35.8M
|
143K
$36.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
143K+ 2.97% |
$29.3M - $35.8M
|
4.96M
$1.28B
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
138KNew |
$28.3M - $34.5M
|
138K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
137K+ 98.48% |
$28.2M - $34.4M
|
277K
$71.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
137K+ 2686.81% |
$28.1M - $34.3M
|
142K
$36.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
135K+ 6.77% |
$27.7M - $33.8M
|
2.13M
$548M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
135K+ 62.46% |
$27.7M - $33.8M
|
351K
$90.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
133K+ 56.73% |
$27.3M - $33.3M
|
368K
$94.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
130K+ 4.8% |
$26.6M - $32.5M
|
2.84M
$730M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
129K+ 472.31% |
$26.6M - $32.4M
|
157K
$40.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
129K+ 16.48% |
$26.4M - $32.3M
|
911K
$234M
|
|
|
Feb 11, 2025
Q4 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
128KNew |
$26.3M - $32.1M
|
128K
$33M
|