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 |
|---|---|---|---|---|---|---|---|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-8.8K- 19.44% |
$1.98M - $2.46M
|
36.5K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-8.85K- 3.86% |
$1.99M - $2.48M
|
221K
$63.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8.87K- 16.99% |
$2M - $2.48M
|
43.3K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-8.9K- 85.92% |
$2M - $2.49M
|
1.46K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8.93K- 1.87% |
$2.01M - $2.5M
|
468K
$136M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-9.01K- 26.24% |
$2.03M - $2.52M
|
25.3K
$7.34M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-9.02K- 8.78% |
$2.03M - $2.52M
|
93.7K
$27.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.12K- 0.94% |
$2.05M - $2.55M
|
957K
$278M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-9.16K- 6.77% |
$2.06M - $2.56M
|
126K
$36.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-9.18K- 22.89% |
$2.07M - $2.57M
|
30.9K
$8.96M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-9.29K- 6.47% |
$2.09M - $2.6M
|
134K
$38.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-9.39K- 13.64% |
$2.11M - $2.63M
|
59.4K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.39K- 6.53% |
$2.11M - $2.63M
|
134K
$39M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.47K- 2.17% |
$2.13M - $2.65M
|
428K
$124M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-9.62K- 77.74% |
$2.17M - $2.69M
|
2.75K
$798K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9.64K- 10.81% |
$2.17M - $2.7M
|
79.5K
$23M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.73K- 21.87% |
$2.19M - $2.72M
|
34.8K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-9.73K- 5.79% |
$2.19M - $2.73M
|
159K
$46M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-9.98K- 5.34% |
$2.25M - $2.79M
|
177K
$51.2M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-10K- 64.41% |
$2.25M - $2.8M
|
5.53K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-10.1K- 6.9% |
$2.27M - $2.83M
|
136K
$39.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-10.1K- 5.81% |
$2.27M - $2.83M
|
164K
$47.5M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-10.1K- 31.61% |
$2.28M - $2.84M
|
21.9K
$6.35M
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-10.2K- 4.28% |
$2.29M - $2.85M
|
228K
$66M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-10.2K- 5.04% |
$2.3M - $2.86M
|
193K
$55.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-10.3K- 74.41% |
$2.31M - $2.87M
|
3.53K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-10.3K- 12.55% |
$2.33M - $2.89M
|
72.1K
$20.9M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-10.4K- 2.91% |
$2.34M - $2.91M
|
347K
$101M
|
|
|
Apr 28, 2025
Q1 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-10.4K- 6.42% |
$2.35M - $2.92M
|
152K
$44M
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-10.4K- 1.06% |
$2.35M - $2.92M
|
972K
$282M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-10.6K- 75.67% |
$2.38M - $2.96M
|
3.4K
$985K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-10.6K- 4.89% |
$2.39M - $2.97M
|
207K
$59.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-10.7K- 11.58% |
$2.41M - $2.99M
|
81.7K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-10.7K- 24.4% |
$2.41M - $3M
|
33.2K
$9.61M
|
|
|
May 13, 2025
Q1 2025
|
Matthew 25 Management Corp
|
SELL
|
- |
-10.8K- 16.35% |
$2.42M - $3.01M
|
55K
$15.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-10.8K- 12.7% |
$2.44M - $3.03M
|
74.4K
$21.6M
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-10.9K- 2.46% |
$2.45M - $3.05M
|
432K
$125M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-11K- 1.5% |
$2.48M - $3.08M
|
724K
$210M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11K- 13.61% |
$2.48M - $3.08M
|
69.8K
$20.2M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.1K- 7.81% |
$2.5M - $3.1M
|
131K
$37.9M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-11.2K- 8.95% |
$2.52M - $3.13M
|
114K
$32.9M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-11.2K- 4.86% |
$2.52M - $3.13M
|
219K
$63.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.3K- 7.68% |
$2.55M - $3.17M
|
136K
$39.5M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-11.3K- 7.18% |
$2.56M - $3.18M
|
147K
$42.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-11.4K- 3.0% |
$2.56M - $3.18M
|
368K
$107M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-11.5K- 74.05% |
$2.58M - $3.21M
|
4.02K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-11.7K- 25.13% |
$2.64M - $3.29M
|
35K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-12K- 11.04% |
$2.71M - $3.37M
|
97K
$28.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-12.1K- 59.28% |
$2.72M - $3.38M
|
8.29K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.2K- 3.32% |
$2.74M - $3.4M
|
354K
$103M
|