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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
SELL
|
- |
-16.9K- 15.57% |
$3.8M - $4.73M
|
91.5K
$26.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-16.9K- 5.62% |
$3.81M - $4.74M
|
284K
$82.4M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-17K- 21.49% |
$3.83M - $4.76M
|
62.1K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17K- 56.88% |
$3.83M - $4.77M
|
12.9K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-17.2K- 2.25% |
$3.87M - $4.82M
|
747K
$216M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-17.2K- 39.26% |
$3.88M - $4.83M
|
26.7K
$7.73M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-17.2K- 10.66% |
$3.88M - $4.83M
|
145K
$41.9M
|
|
|
May 15, 2025
Q1 2025
|
Tam Capital Management Inc.
Stamford, CT |
SELL
|
- |
-17.7K- 12.82% |
$3.98M - $4.95M
|
120K
$34.9M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-17.7K- 0.8% |
$3.99M - $4.96M
|
2.19M
$636M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-17.7K- 1.2% |
$3.99M - $4.96M
|
1.46M
$422M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-17.9K- 2.72% |
$4.02M - $5M
|
640K
$185M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-17.9K- 22.06% |
$4.03M - $5.02M
|
63.3K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-18.3K- 46.31% |
$4.13M - $5.13M
|
21.3K
$6.16M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-18.4K- 5.1% |
$4.15M - $5.15M
|
342K
$99.2M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-18.6K- 17.68% |
$4.18M - $5.19M
|
86.4K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-18.6K- 2.49% |
$4.19M - $5.2M
|
726K
$211M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-18.7K- 5.74% |
$4.21M - $5.23M
|
307K
$88.9M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-18.7K- 15.3% |
$4.21M - $5.24M
|
104K
$30M
|
|
|
May 19, 2025
Q1 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-19K- 91.02% |
$4.27M - $5.31M
|
1.87K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-19.5K- 8.1% |
$4.38M - $5.45M
|
221K
$64M
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-19.5K- 2.09% |
$4.39M - $5.46M
|
915K
$265M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-19.5K- 26.41% |
$4.4M - $5.47M
|
54.5K
$15.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-19.6K- 5.45% |
$4.4M - $5.47M
|
339K
$98.3M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.6K- 9.04% |
$4.42M - $5.49M
|
197K
$57.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.6K- 11.61% |
$4.42M - $5.5M
|
150K
$43.3M
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-19.7K- 15.37% |
$4.44M - $5.52M
|
109K
$31.5M
|
|
|
May 07, 2025
Q1 2025
|
Central Securities Corp
New York, NY |
SELL
|
- |
-20K- 11.11% |
$4.5M - $5.6M
|
160K
$46.4M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 10.92% |
$4.52M - $5.63M
|
164K
$47.5M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-20.1K- 13.27% |
$4.54M - $5.64M
|
132K
$38.2M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-20.3K- 1.99% |
$4.58M - $5.69M
|
1M
$290M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-20.5K- 5.39% |
$4.62M - $5.75M
|
360K
$104M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-20.7K- 27.36% |
$4.66M - $5.79M
|
54.9K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-20.8K- 23.45% |
$4.68M - $5.82M
|
67.9K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-20.8K- 9.21% |
$4.69M - $5.83M
|
205K
$59.6M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-21.1K- 1.77% |
$4.75M - $5.91M
|
1.17M
$340M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-21.3K- 3.52% |
$4.79M - $5.95M
|
583K
$169M
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-21.7K- 28.08% |
$4.89M - $6.08M
|
55.6K
$16.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-21.7K- 81.6% |
$4.9M - $6.09M
|
4.9K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-21.8K- 14.78% |
$4.9M - $6.09M
|
125K
$36.4M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-21.8K- 94.2% |
$4.91M - $6.1M
|
1.34K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-21.8K- 8.27% |
$4.91M - $6.1M
|
242K
$70.1M
|
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-21.9K- 14.02% |
$4.93M - $6.13M
|
134K
$38.9M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-21.9K- 10.94% |
$4.94M - $6.14M
|
179K
$51.8M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-22K- 2.97% |
$4.95M - $6.16M
|
718K
$208M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-22.5K- 5.94% |
$5.07M - $6.31M
|
356K
$103M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-22.5K- 14.02% |
$5.07M - $6.31M
|
138K
$40.1M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-22.7K- 5.85% |
$5.12M - $6.37M
|
366K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-22.7K- 5.29% |
$5.12M - $6.37M
|
407K
$118M
|