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 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.39K- 0.95% |
$313K - $389K
|
145K
$42M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 1.1% |
$314K - $390K
|
125K
$36.4M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.4K- 11.09% |
$315K - $391K
|
11.2K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.4K- 3.83% |
$315K - $391K
|
35.1K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.4K- 6.12% |
$315K - $392K
|
21.5K
$6.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-1.4K- 8.13% |
$315K - $392K
|
15.8K
$4.59M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.42K- 50.93% |
$319K - $397K
|
1.37K
$396K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.43K- 2.09% |
$321K - $399K
|
66.7K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.43K- 8.15% |
$321K - $399K
|
16.1K
$4.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.43K- 3.03% |
$322K - $400K
|
45.8K
$13.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.43K- 2.99% |
$323K - $401K
|
46.5K
$13.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.43K- 27.35% |
$323K - $401K
|
3.81K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.43K- 34.0% |
$323K - $401K
|
2.78K
$807K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.44K- 13.76% |
$324K - $403K
|
9.02K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.44K- 4.51% |
$324K - $403K
|
30.5K
$8.84M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.44K- 2.46% |
$325K - $404K
|
57.2K
$16.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.45K- 2.07% |
$326K - $405K
|
68.5K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.45K- 2.6% |
$327K - $406K
|
54.4K
$15.8M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.45K- 3.15% |
$327K - $406K
|
44.6K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.46K- 8.53% |
$328K - $407K
|
15.6K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-1.46K- 9.94% |
$328K - $408K
|
13.2K
$3.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.47K- 3.22% |
$331K - $411K
|
44.1K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.48K- 4.58% |
$332K - $413K
|
30.7K
$8.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 1.31% |
$333K - $414K
|
111K
$32.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-1.5K- 28.52% |
$338K - $420K
|
3.76K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.52K- 4.3% |
$342K - $425K
|
33.7K
$9.78M
|
|
|
May 09, 2025
Q1 2025
|
Ruffer LLP
|
SELL
|
- |
-1.52K- 17.84% |
$342K - $426K
|
7K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 6.1% |
$343K - $426K
|
23.5K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.53K- 4.25% |
$344K - $427K
|
34.4K
$9.98M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.53K- 2.38% |
$344K - $428K
|
62.7K
$18.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.53K- 0.5% |
$345K - $429K
|
308K
$89.2M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.54K- 6.74% |
$347K - $432K
|
21.4K
$6.19M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.54K- 0.5% |
$348K - $432K
|
307K
$88.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.55K- 1.84% |
$348K - $433K
|
82.7K
$24M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.55K- 12.49% |
$349K - $434K
|
10.9K
$3.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 2.61% |
$350K - $435K
|
58.1K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.56K- 2.38% |
$350K - $436K
|
63.7K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.56K- 2.01% |
$351K - $436K
|
76K
$22M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.56K- 7.31% |
$351K - $437K
|
19.8K
$5.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.56K- 2.84% |
$351K - $437K
|
53.3K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.56K- 2.18% |
$352K - $438K
|
70.2K
$20.3M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.57K- 1.83% |
$353K - $438K
|
84.1K
$24.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.57K- 7.95% |
$354K - $441K
|
18.2K
$5.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.57K- 0.65% |
$354K - $441K
|
241K
$70M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.58K- 1.22% |
$355K - $441K
|
128K
$37.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.58K- 5.79% |
$355K - $441K
|
25.6K
$7.43M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.61K- 29.59% |
$361K - $449K
|
3.82K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.61K- 13.45% |
$363K - $452K
|
10.4K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-1.62K- 3.11% |
$364K - $453K
|
50.5K
$14.6M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.62K- 1.31% |
$365K - $454K
|
123K
$35.6M
|