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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
-3,600
Closed -$759K – 690
2024
Q3 		$759K Sell
3,600
-18,500
-84% -$3.9M 0.02% 496
2024
Q2 		$4.47M Buy
+22,100
New +$4.32M 0.13% 153
2023
Q4 		– Sell
-32,700
Closed -$4.74M – 830
2023
Q3 		$4.74M Sell
32,700
-10,900
-25% -$1.63M 0.16% 109
2023
Q2 		$6.34M Buy
+43,600
New +$6M 0.23% 70
2023
Q1 		– Sell
-45,300
Closed -$6.07M – 867
2022
Q4 		$6.07M Buy
45,300
+21,300
+89% +$2.7M 0.28% 52
2022
Q3 		$2.51M Buy
+24,000
New +$2.75M 0.11% 154
2020
Q1 		– Sell
-54,100
Closed -$7.54M – 1662
2019
Q4 		$7.54M Buy
+54,100
New +$6.94M 0.11% 139
2018
Q2 		– Sell
-77,000
Closed -$8.47M – 1924
2018
Q1 		$8.47M Buy
77,000
+7,000
+10% +$793K 0.13% 90
2017
Q4 		$7.49M Sell
70,000
-261,200
-79% -$26.4M 0.1% 163
2017
Q3 		$31.6M Buy
331,200
+240,300
+264% +$22.2M 0.43% 15
2017
Q2 		$8.31M Sell
90,900
-256,900
-74% -$22.2M 0.1% 180
2017
Q1 		$30.6M Sell
347,800
-119,300
-26% -$10.5M 0.37% 31
2016
Q4 		$40.3M Sell
467,100
-633,700
-58% -$48.3M 0.4% 23
2016
Q3 		$73.3M Buy
1,100,800
+433,100
+65% +$28.2M 0.92% 14
2016
Q2 		$41.5M Buy
667,700
+215,000
+47% +$13.4M 0.46% 23
2016
Q1 		$26.8M Buy
452,700
+416,700
+1,158% +$24.3M 0.44% 25
2015
Q4 		$2.38M Sell
36,000
-739,900
-95% -$48.2M 0.06% 300
2015
Q3 		$47.3M Sell
775,900
-128,900
-14% -$8.44M 1.09% 11
2015
Q2 		$61.3M Buy
904,800
+478,900
+112% +$31.3M 1.18% 7
2015
Q1 		$25.8M Buy
+425,900
New +$25.2M 0.73% 12

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.