Purchases and Sales Made in Q1 2025 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-922- 6.51% |
$208K - $258K
|
13.2K
$3.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-926- 28.34% |
$209K - $259K
|
2.34K
$679K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-926- 3.57% |
$209K - $259K
|
25K
$7.26M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-928- 6.83% |
$209K - $260K
|
12.7K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-929- 4.05% |
$209K - $260K
|
22K
$6.37M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-934- 0.96% |
$210K - $261K
|
96.3K
$27.9M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-935- 0.86% |
$211K - $262K
|
108K
$31.3M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-935- 19.4% |
$211K - $262K
|
3.88K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-941- 6.84% |
$212K - $263K
|
12.8K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-943- 3.3% |
$212K - $264K
|
27.7K
$8.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-944- 2.43% |
$213K - $264K
|
37.9K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-958- 25.79% |
$216K - $268K
|
2.76K
$799K
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-960- 5.3% |
$216K - $269K
|
17.1K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-960- 1.69% |
$216K - $269K
|
55.8K
$16.2M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-964- 2.95% |
$217K - $270K
|
31.7K
$9.18M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-970- 2.39% |
$218K - $272K
|
39.6K
$11.5M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-971- 2.16% |
$219K - $272K
|
44.1K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-972- 5.58% |
$219K - $272K
|
16.5K
$4.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-976- 52.19% |
$220K - $273K
|
894
$259K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-978- 3.08% |
$220K - $274K
|
30.7K
$8.91M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-988- 52.78% |
$222K - $277K
|
884
$256K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-988- 0.9% |
$222K - $277K
|
109K
$31.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-990- 3.58% |
$223K - $277K
|
26.7K
$7.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-996- 1.31% |
$224K - $279K
|
74.8K
$21.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1K- 3.33% |
$225K - $280K
|
29K
$8.4M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 0.66% |
$225K - $280K
|
150K
$43.6M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1K- 10.48% |
$225K - $280K
|
8.54K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1K- 4.55% |
$225K - $280K
|
21K
$6.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1K- 3.68% |
$226K - $281K
|
26.3K
$7.61M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1K- 4.03% |
$226K - $281K
|
23.9K
$6.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.01K- 2.87% |
$227K - $282K
|
34.1K
$9.87M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.01K- 1.8% |
$227K - $282K
|
54.9K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.01K- 1.69% |
$228K - $284K
|
59K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.01K- 18.51% |
$228K - $284K
|
4.46K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.02K- 4.62% |
$230K - $286K
|
21.1K
$6.12M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.03K- 4.54% |
$231K - $287K
|
21.6K
$6.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-1.03K- 1.75% |
$231K - $288K
|
57.8K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.03K- 18.92% |
$231K - $288K
|
4.4K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.03K- 5.37% |
$232K - $288K
|
18.1K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.03K- 14.67% |
$232K - $289K
|
6K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.04K- 4.57% |
$233K - $290K
|
21.6K
$6.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.04K- 1.32% |
$234K - $290K
|
77.4K
$22.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.04K- 13.15% |
$234K - $291K
|
6.86K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.04K- 1.64% |
$234K - $291K
|
62.2K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.04K- 4.42% |
$234K - $291K
|
22.5K
$6.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.04K- 5.58% |
$235K - $292K
|
17.6K
$5.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.04K- 8.51% |
$235K - $292K
|
11.2K
$3.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.05K- 2.58% |
$235K - $293K
|
39.5K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.05K- 1.83% |
$236K - $293K
|
56.1K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.05K- 36.19% |
$236K - $293K
|
1.85K
$535K
|