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 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-12.2K- 5.45% |
$2.75M - $3.41M
|
211K
$61.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-12.2K- 58.35% |
$2.75M - $3.42M
|
8.72K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-12.3K- 7.09% |
$2.76M - $3.43M
|
161K
$46.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-12.4K- 18.43% |
$2.79M - $3.47M
|
54.8K
$15.9M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-12.5K- 3.64% |
$2.82M - $3.5M
|
331K
$96M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-12.7K- 3.34% |
$2.86M - $3.56M
|
368K
$107M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-12.7K- 32.13% |
$2.87M - $3.57M
|
26.9K
$7.8M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-12.9K- 3.56% |
$2.9M - $3.6M
|
348K
$101M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-12.9K- 7.51% |
$2.9M - $3.6M
|
158K
$45.9M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-13K- 10.0% |
$2.92M - $3.63M
|
117K
$33.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.1K- 3.35% |
$2.95M - $3.66M
|
377K
$109M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-13.1K- 24.84% |
$2.95M - $3.67M
|
39.7K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-13.1K- 0.86% |
$2.95M - $3.67M
|
1.51M
$437M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-13.2K- 5.14% |
$2.98M - $3.71M
|
245K
$70.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-13.3K- 11.36% |
$3.01M - $3.74M
|
104K
$30.2M
|
|
|
May 13, 2025
Q1 2025
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-13.4K- 72.83% |
$3.02M - $3.75M
|
5K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-13.6K- 31.35% |
$3.06M - $3.81M
|
29.8K
$8.64M
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-13.7K- 5.58% |
$3.09M - $3.84M
|
232K
$67.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.7K- 17.5% |
$3.09M - $3.85M
|
64.8K
$18.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-13.8K- 8.0% |
$3.1M - $3.85M
|
158K
$45.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-14K- 1.36% |
$3.15M - $3.92M
|
1.01M
$294M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-14.4K- 0.66% |
$3.24M - $4.02M
|
2.17M
$630M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 11.34% |
$3.24M - $4.03M
|
113K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-14.5K- 2.63% |
$3.26M - $4.05M
|
536K
$155M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-14.5K- 14.42% |
$3.27M - $4.07M
|
86.3K
$25M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-14.5K- 1.15% |
$3.27M - $4.07M
|
1.25M
$362M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.7K- 82.9% |
$3.3M - $4.1M
|
3.02K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-14.7K- 2.25% |
$3.3M - $4.1M
|
636K
$184M
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
SELL
|
- |
-14.7K- 19.24% |
$3.31M - $4.11M
|
61.6K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-14.9K- 16.93% |
$3.36M - $4.17M
|
73.2K
$21.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-15K- 40.54% |
$3.38M - $4.2M
|
22K
$6.38M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15K- 5.42% |
$3.38M - $4.2M
|
262K
$75.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-15.1K- 1.97% |
$3.4M - $4.23M
|
752K
$218M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-15.1K- 3.93% |
$3.41M - $4.24M
|
370K
$107M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.2K- 3.86% |
$3.42M - $4.25M
|
378K
$109M
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-15.3K- 17.14% |
$3.45M - $4.28M
|
74K
$21.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-15.3K- 4.89% |
$3.45M - $4.29M
|
299K
$86.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-15.5K- 4.66% |
$3.49M - $4.34M
|
318K
$92.1M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15.7K- 18.28% |
$3.53M - $4.38M
|
70K
$20.3M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-15.7K- 6.98% |
$3.54M - $4.4M
|
209K
$60.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.8K- 5.98% |
$3.55M - $4.41M
|
248K
$71.8M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-15.9K- 25.9% |
$3.59M - $4.46M
|
45.6K
$13.2M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-15.9K- 7.97% |
$3.59M - $4.46M
|
184K
$53.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-16K- 0.73% |
$3.61M - $4.49M
|
2.18M
$633M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-16.3K- 5.54% |
$3.66M - $4.55M
|
277K
$80.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-16.4K- 0.95% |
$3.69M - $4.59M
|
1.7M
$493M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16.4K- 2.66% |
$3.7M - $4.6M
|
601K
$174M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-16.5K- 17.81% |
$3.72M - $4.62M
|
76.2K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-16.6K- 29.4% |
$3.74M - $4.65M
|
39.9K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-16.8K- 3.23% |
$3.78M - $4.7M
|
504K
$146M
|