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Paloma Partners’s JPMorgan Chase JPM Stock Holding History

Paloma Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,944
Closed -$1.04M – 689
2024
Q3 		$1.04M Sell
4,944
-24,745
-83% -$5.21M 0.03% 416
2024
Q2 		$6M Buy
29,689
+28,862
+3,490% +$5.64M 0.17% 87
2024
Q1 		$166K Sell
827
-8,994
-92% -$1.62M 0.01% 622
2023
Q4 		$1.67M Buy
9,821
+6,453
+192% +$978K 0.06% 310
2023
Q3 		$488K Buy
+3,368
New +$505K 0.02% 487
2023
Q1 		– Sell
-10,471
Closed -$1.4M – 866
2022
Q4 		$1.4M Buy
10,471
+10,171
+3,390% +$1.29M 0.06% 288
2022
Q3 		$31K Sell
300
-63,126
-100% -$7.24M ﹤0.01% 913
2022
Q2 		$7.14M Buy
63,426
+58,531
+1,196% +$7.25M 0.25% 50
2022
Q1 		$667K Sell
4,895
-122,637
-96% -$18.1M 0.02% 595
2021
Q4 		$20.2M Buy
127,532
+118,132
+1,257% +$19.4M 0.3% 29
2021
Q3 		$1.54M Buy
9,400
+4,998
+114% +$784K 0.04% 278
2021
Q2 		$685K Sell
4,402
-93,398
-95% -$14.7M 0.01% 833
2021
Q1 		$14.9M Buy
97,800
+64,100
+190% +$9.22M 0.31% 50
2020
Q4 		$4.28M Buy
33,700
+14,262
+73% +$1.59M 0.11% 182
2020
Q3 		$1.87M Sell
19,438
-500,513
-96% -$49.2M 0.05% 413
2020
Q2 		$48.9M Buy
519,951
+502,151
+2,821% +$47.6M 0.85% 7
2020
Q1 		$1.6M Sell
17,800
-454,259
-96% -$55.2M 0.09% 184
2019
Q4 		$65.8M Buy
472,059
+54,348
+13% +$6.97M 0.99% 8
2019
Q3 		$49.2M Sell
417,711
-654,462
-61% -$74M 1.02% 12
2019
Q2 		$120M Buy
1,072,173
+969,573
+945% +$107M 2.03% 3
2019
Q1 		$10.4M Sell
102,600
-65,041
-39% -$6.7M 0.25% 72
2018
Q4 		$16.4M Sell
167,641
-224,921
-57% -$24M 0.5% 37
2018
Q3 		$44.3M Buy
392,562
+98,562
+34% +$11.2M 0.81% 14
2018
Q2 		$30.6M Buy
294,000
+250,017
+568% +$27.4M 0.56% 15
2018
Q1 		$4.84M Sell
43,983
-168,983
-79% -$19.1M 0.08% 216
2017
Q4 		$22.8M Buy
212,966
+105,641
+98% +$10.7M 0.31% 35
2017
Q3 		$10.3M Sell
107,325
-136,776
-56% -$12.6M 0.14% 106
2017
Q2 		$22.3M Buy
244,101
+184,597
+310% +$15.9M 0.26% 41
2017
Q1 		$5.23M Sell
59,504
-48,168
-45% -$4.25M 0.06% 288
2016
Q4 		$9.29M Sell
107,672
-33,791
-24% -$2.58M 0.09% 133
2016
Q3 		$9.42M Buy
141,463
+92,090
+187% +$6M 0.12% 108
2016
Q2 		$3.07M Sell
49,373
-126,449
-72% -$7.9M 0.03% 455
2016
Q1 		$10.4M Buy
+175,822
New +$10.3M 0.17% 76
2015
Q4 		– Sell
-735,730
Closed -$47.9M – 1812
2015
Q3 		$44.9M Buy
735,730
+574,749
+357% +$37.6M 1.04% 12
2015
Q2 		$10.9M Buy
160,981
+136,468
+557% +$8.91M 0.21% 97
2015
Q1 		$1.49M Buy
24,513
+9,513
+63% +$563K 0.04% 373
2014
Q4 		$939K Sell
15,000
-113,955
-88% -$6.86M 0.04% 455
2014
Q3 		$7.77M Buy
128,955
+105,555
+451% +$6.17M 0.36% 61
2014
Q2 		$1.35M Buy
23,400
+7,900
+51% +$444K 0.06% 292
2014
Q1 		$941K Buy
+15,500
New +$896K 0.06% 245
2013
Q4 		– Sell
-117,640
Closed -$6.08M – 1091
2013
Q3 		$6.08M Buy
+117,640
New +$6.31M 0.24% 75

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Paloma Partners's JPM Position: Q4 2024 in Review

Paloma Partners sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 4,944 shares — an estimated $1.04M sold.

Paloma Partners first reported a position in JPM in Q3 2013 and held it in 41 quarters. The position peaked at $120M in Q2 2019. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Paloma Partners reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 4,944 JPMorgan Chase shares in Q4 2024, an estimated $1.04M.
  • Paloma Partners first reported a position in JPMorgan Chase in Q3 2013 and held it in 41 quarters.
  • Paloma Partners's JPMorgan Chase position peaked at $120M in Q2 2019.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.