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
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.28K- 0.8% |
$1.08M - $1.32M
|
651K
$168M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-5.33K- 12.54% |
$1.09M - $1.33M
|
37.2K
$9.57M
|
|
|
Jan 08, 2025
Q4 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-5.34K- 4.35% |
$1.1M - $1.34M
|
117K
$30.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.39K- 17.65% |
$1.11M - $1.35M
|
25.1K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.41K- 9.89% |
$1.11M - $1.35M
|
49.3K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.41K- 0.9% |
$1.11M - $1.36M
|
597K
$154M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.44K- 3.44% |
$1.12M - $1.36M
|
153K
$39.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.45K- 10.98% |
$1.12M - $1.36M
|
44.1K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.45K- 73.71% |
$1.12M - $1.36M
|
1.94K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.51K- 3.15% |
$1.13M - $1.38M
|
169K
$43.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.58K- 41.98% |
$1.15M - $1.4M
|
7.72K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.6K- 11.55% |
$1.15M - $1.4M
|
42.9K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Account Management LLC
|
SELL
|
- |
-5.6K- 28.49% |
$1.15M - $1.4M
|
14.1K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-5.63K- 5.12% |
$1.16M - $1.41M
|
104K
$26.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.72K- 0.91% |
$1.17M - $1.43M
|
621K
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-5.73K- 3.7% |
$1.18M - $1.43M
|
149K
$38.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.78K- 2.84% |
$1.19M - $1.45M
|
198K
$50.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-5.79K- 5.62% |
$1.19M - $1.45M
|
97.3K
$25M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-5.83K- 7.16% |
$1.2M - $1.46M
|
75.6K
$19.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.89K- 16.43% |
$1.21M - $1.47M
|
29.9K
$7.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.9K- 75.1% |
$1.21M - $1.48M
|
1.96K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5.99K- 15.2% |
$1.23M - $1.5M
|
33.4K
$8.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-5.99K- 26.23% |
$1.23M - $1.5M
|
16.9K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-6K- 59.52% |
$1.23M - $1.5M
|
4.08K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-6K- 34.37% |
$1.23M - $1.5M
|
11.5K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-6.03K- 9.2% |
$1.24M - $1.51M
|
59.5K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-6.04K- 0.85% |
$1.24M - $1.51M
|
702K
$181M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.04K- 79.83% |
$1.24M - $1.51M
|
1.53K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.05K- 3.84% |
$1.24M - $1.51M
|
151K
$38.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-6.05K- 18.11% |
$1.24M - $1.51M
|
27.4K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-6.08K- 0.35% |
$1.25M - $1.52M
|
1.71M
$441M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-6.2K- 3.18% |
$1.27M - $1.55M
|
189K
$48.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-6.4K- 61.54% |
$1.31M - $1.6M
|
4K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-6.45K- 12.96% |
$1.32M - $1.61M
|
43.3K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.48K- 5.55% |
$1.33M - $1.62M
|
110K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-6.6K- 13.79% |
$1.35M - $1.65M
|
41.3K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-6.65K- 6.34% |
$1.36M - $1.66M
|
98.2K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-6.65K- 17.01% |
$1.36M - $1.66M
|
32.5K
$8.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-6.65K- 55.57% |
$1.36M - $1.66M
|
5.32K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-6.79K- 10.05% |
$1.39M - $1.7M
|
60.7K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-6.81K- 4.56% |
$1.4M - $1.7M
|
143K
$36.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-6.83K- 18.43% |
$1.4M - $1.71M
|
30.2K
$7.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-6.87K- 8.48% |
$1.41M - $1.72M
|
74.1K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-7K- 16.87% |
$1.44M - $1.75M
|
34.5K
$8.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-7K- 6.82% |
$1.44M - $1.75M
|
95.6K
$24.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-7.01K- 7.65% |
$1.44M - $1.75M
|
84.6K
$21.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.01K- 3.88% |
$1.44M - $1.75M
|
174K
$44.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.02K- 71.1% |
$1.44M - $1.76M
|
2.85K
$734K
|
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-7.04K- 6.07% |
$1.44M - $1.76M
|
109K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.06K- 1.56% |
$1.45M - $1.77M
|
445K
$115M
|