Paloma Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,100
| Closed | -$865K | – | 688 |
|
|
2024
Q3 | $865K | Sell |
4,100
-15,600
| -79% | -$3.29M | 0.02% | 460 |
|
|
2024
Q2 | $3.98M | Buy |
19,700
+7,652
| +64% | +$1.5M | 0.11% | 175 |
|
|
2024
Q1 | $2.41M | Buy |
+12,048
| New | +$2.17M | 0.13% | 212 |
|
|
2023
Q4 | – | Sell |
-37,100
| Closed | -$5.38M | – | 829 |
|
|
2023
Q3 | $5.38M | Buy |
37,100
+4,300
| +13% | +$645K | 0.19% | 97 |
|
|
2023
Q2 | $4.77M | Buy |
+32,800
| New | +$4.51M | 0.17% | 106 |
|
|
2023
Q1 | – | Sell |
-26,700
| Closed | -$3.58M | – | 865 |
|
|
2022
Q4 | $3.58M | Sell |
26,700
-10,500
| -28% | -$1.33M | 0.16% | 103 |
|
|
2022
Q3 | $3.89M | Sell |
37,200
-22,500
| -38% | -$2.58M | 0.18% | 91 |
|
|
2022
Q2 | $6.72M | Sell |
59,700
-23,400
| -28% | -$2.9M | 0.24% | 58 |
|
|
2022
Q1 | $11.3M | Buy |
83,100
+60,400
| +266% | +$8.92M | 0.33% | 34 |
|
|
2021
Q4 | $3.6M | Sell |
22,700
-3,500
| -13% | -$575K | 0.05% | 292 |
|
|
2021
Q3 | $4.29M | Sell |
26,200
-8,200
| -24% | -$1.29M | 0.11% | 118 |
|
|
2021
Q2 | $5.35M | Buy |
+34,400
| New | +$5.4M | 0.1% | 187 |
|
|
2021
Q1 | – | Sell |
-21,200
| Closed | -$2.69M | – | 2199 |
|
|
2020
Q4 | $2.69M | Buy |
+21,200
| New | +$2.37M | 0.07% | 298 |
|
|
2020
Q1 | – | Sell |
-54,300
| Closed | -$7.57M | – | 1661 |
|
|
2019
Q4 | $7.57M | Buy |
+54,300
| New | +$6.96M | 0.11% | 138 |
|
|
2018
Q2 | – | Sell |
-14,000
| Closed | -$1.54M | – | 1923 |
|
|
2018
Q1 | $1.54M | Hold |
14,000
| – | – | 0.02% | 734 |
|
|
2017
Q4 | $1.5M | Sell |
14,000
-157,400
| -92% | -$15.9M | 0.02% | 818 |
|
|
2017
Q3 | $16.4M | Buy |
171,400
+111,900
| +188% | +$10.3M | 0.23% | 51 |
|
|
2017
Q2 | $5.44M | Sell |
59,500
-312,900
| -84% | -$27M | 0.06% | 295 |
|
|
2017
Q1 | $32.7M | Buy |
372,400
+284,400
| +323% | +$25.1M | 0.39% | 30 |
|
|
2016
Q4 | $7.59M | Sell |
88,000
-435,800
| -83% | -$33.2M | 0.07% | 167 |
|
|
2016
Q3 | $34.9M | Buy |
523,800
+72,700
| +16% | +$4.74M | 0.44% | 42 |
|
|
2016
Q2 | $28M | Sell |
451,100
-200,500
| -31% | -$12.5M | 0.31% | 33 |
|
|
2016
Q1 | $38.6M | Buy |
651,600
+615,600
| +1,710% | +$36M | 0.63% | 14 |
|
|
2015
Q4 | $2.38M | Sell |
36,000
-23,000
| -39% | -$1.5M | 0.06% | 299 |
|
|
2015
Q3 | $3.6M | Sell |
59,000
-433,900
| -88% | -$28.4M | 0.08% | 177 |
|
|
2015
Q2 | $33.4M | Buy |
492,900
+43,200
| +10% | +$2.82M | 0.64% | 22 |
|
|
2015
Q1 | $27.2M | Buy |
+449,700
| New | +$26.6M | 0.77% | 10 |
|
|
2014
Q4 | – | Sell |
-8,000
| Closed | -$482K | – | 1254 |
|
|
2014
Q3 | $482K | Buy |
+8,000
| New | +$468K | 0.02% | 556 |
|
Other funds holding JPM
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.