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 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-134K- 10.14% |
$27.6M - $33.7M
|
1.19M
$307M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-138K- 27.09% |
$28.3M - $34.6M
|
372K
$95.7M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-141K- 3.37% |
$28.9M - $35.2M
|
4.03M
$1.04B
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-141K- 5.47% |
$29M - $35.3M
|
2.44M
$627M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-142K- 96.54% |
$29.2M - $35.6M
|
5.09K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-143K- 20.27% |
$29.4M - $35.9M
|
564K
$145M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-156K- 9.5% |
$32.1M - $39.2M
|
1.49M
$383M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-167K- 98.65% |
$34.2M - $41.7M
|
2.29K
$588K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-168K- 4.56% |
$34.5M - $42.1M
|
3.53M
$908M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-170K- 3.68% |
$34.9M - $42.5M
|
4.45M
$1.15B
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-177K- 30.24% |
$36.4M - $44.4M
|
409K
$105M
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-179K- 12.42% |
$36.7M - $44.8M
|
1.26M
$325M
|
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-179K- 53.58% |
$36.8M - $44.8M
|
155K
$40M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-182K- 3.45% |
$37.3M - $45.5M
|
5.08M
$1.31B
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-182K- 8.25% |
$37.3M - $45.6M
|
2.03M
$521M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-182K- 6.44% |
$37.4M - $45.6M
|
2.65M
$681M
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-197K- 46.26% |
$40.5M - $49.4M
|
229K
$59M
|
|
|
Feb 14, 2025
Q4 2024
|
Consulta LTD
London, X0 |
SELL
|
- |
-200K- 57.14% |
$41M - $50.1M
|
150K
$38.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-219K- 3.12% |
$45M - $54.9M
|
6.8M
$1.75B
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-229K- 3.53% |
$46.9M - $57.2M
|
6.24M
$1.61B
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-230K- 99.44% |
$47.1M - $57.5M
|
1.28K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-238K- 1.77% |
$48.7M - $59.4M
|
13.2M
$3.4B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-246K- 1.01% |
$50.5M - $61.6M
|
24.2M
$6.24B
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-253K- 99.21% |
$51.9M - $63.3M
|
2.01K
$517K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-254K- 99.58% |
$52M - $63.5M
|
1.06K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-255K- 12.93% |
$52.3M - $63.8M
|
1.72M
$442M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-261K- 6.32% |
$53.5M - $65.2M
|
3.86M
$993M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-268K- 30.26% |
$54.9M - $67M
|
617K
$159M
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-273K- 16.45% |
$56M - $68.3M
|
1.38M
$356M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
SELL
|
- |
-288K- 94.51% |
$59M - $72M
|
16.7K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-296K- 3.42% |
$60.8M - $74.2M
|
8.36M
$2.15B
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-299K- 9.39% |
$61.3M - $74.8M
|
2.88M
$741M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-299K- 26.73% |
$61.3M - $74.8M
|
820K
$211M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-328K- 5.8% |
$67.3M - $82M
|
5.32M
$1.37B
|
|
|
Feb 12, 2025
Q4 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-329K- 23.34% |
$67.5M - $82.3M
|
1.08M
$278M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-343K- 2.1% |
$70.4M - $85.9M
|
16M
$4.11B
|
|
|
Feb 13, 2025
Q4 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-353K- 35.25% |
$72.5M - $88.5M
|
649K
$167M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-370K- 11.39% |
$75.9M - $92.6M
|
2.88M
$741M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-371K- 38.28% |
$76.2M - $92.9M
|
599K
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-372K- 0.54% |
$76.4M - $93.2M
|
68.8M
$17.7B
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-383K- 35.55% |
$78.6M - $95.9M
|
695K
$179M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-395K- 33.44% |
$81.1M - $99M
|
787K
$203M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-408K- 1.35% |
$83.7M - $102M
|
29.7M
$7.64B
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-469K- 1.57% |
$96.2M - $117M
|
29.3M
$7.55B
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-470K- 96.64% |
$96.4M - $118M
|
16.4K
$4.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-489K- 2.12% |
$100M - $123M
|
22.5M
$5.8B
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-515K- 89.42% |
$106M - $129M
|
60.9K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-544K- 5.64% |
$112M - $136M
|
9.11M
$2.35B
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-555K- 7.65% |
$114M - $139M
|
6.71M
$1.73B
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-561K- 2.57% |
$115M - $140M
|
21.3M
$5.48B
|