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
|
Smith, Salley & Associates
|
SELL
|
- |
-22.9K- 12.14% |
$5.15M - $6.4M
|
165K
$48M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-23K- 4.93% |
$5.17M - $6.43M
|
443K
$129M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-23.8K- 1.71% |
$5.37M - $6.67M
|
1.37M
$398M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-24K- 21.59% |
$5.41M - $6.73M
|
87.3K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-24.3K- 41.4% |
$5.46M - $6.79M
|
34.3K
$9.95M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-24.3K- 50.89% |
$5.48M - $6.82M
|
23.5K
$6.81M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-24.8K- 1.33% |
$5.59M - $6.95M
|
1.84M
$535M
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-24.9K- 23.85% |
$5.61M - $6.98M
|
79.6K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-25K- 33.27% |
$5.62M - $6.99M
|
50.1K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-25.7K- 5.5% |
$5.79M - $7.2M
|
441K
$128M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-25.8K- 2.65% |
$5.81M - $7.22M
|
946K
$274M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25.9K- 16.65% |
$5.82M - $7.24M
|
129K
$37.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-25.9K- 20.16% |
$5.83M - $7.25M
|
103K
$29.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-26.2K- 17.69% |
$5.9M - $7.34M
|
122K
$35.4M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-26.8K- 42.75% |
$6.03M - $7.49M
|
35.8K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26.9KClosed |
$6.06M - $7.54M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-27.2K- 16.03% |
$6.12M - $7.61M
|
142K
$41.3M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27.4K- 6.69% |
$6.16M - $7.66M
|
382K
$111M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-27.5K- 67.31% |
$6.19M - $7.69M
|
13.3K
$3.87M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-27.6K- 23.32% |
$6.21M - $7.72M
|
90.7K
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Rit Capital Partners PLC
London, X0 |
SELL
|
- |
-27.6K- 18.09% |
$6.22M - $7.73M
|
125K
$36.2M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-28.2K- 9.75% |
$6.35M - $7.89M
|
261K
$75.6M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-28.2K- 6.21% |
$6.36M - $7.9M
|
427K
$124M
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-28.3K- 3.7% |
$6.37M - $7.92M
|
738K
$214M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-28.7K- 75.17% |
$6.46M - $8.03M
|
9.47K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-29.2K- 80.38% |
$6.57M - $8.17M
|
7.13K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-29.3K- 3.96% |
$6.61M - $8.21M
|
711K
$206M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-29.9K- 19.84% |
$6.72M - $8.36M
|
121K
$35M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-30.3K- 84.64% |
$6.82M - $8.48M
|
5.5K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-31K- 24.67% |
$6.97M - $8.67M
|
94.5K
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-31K- 66.81% |
$6.99M - $8.69M
|
15.4K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-31.1K- 23.57% |
$7M - $8.7M
|
101K
$29.2M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-31.5K- 51.74% |
$7.09M - $8.82M
|
29.4K
$8.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-31.7K- 34.91% |
$7.13M - $8.87M
|
59K
$17.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-32.7K- 18.1% |
$7.36M - $9.15M
|
148K
$42.9M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-32.8K- 70.57% |
$7.38M - $9.18M
|
13.7K
$3.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-33.7K- 3.52% |
$7.58M - $9.43M
|
923K
$267M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-33.9K- 26.17% |
$7.63M - $9.49M
|
95.6K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-34.9K- 17.82% |
$7.86M - $9.77M
|
161K
$46.7M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-35.5K- 67.23% |
$7.99M - $9.94M
|
17.3K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-35.6K- 28.53% |
$8.01M - $9.96M
|
89.1K
$25.8M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-35.9K- 2.06% |
$8.08M - $10M
|
1.71M
$495M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-36.6K- 3.02% |
$8.25M - $10.3M
|
1.18M
$341M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-37.2K- 17.08% |
$8.38M - $10.4M
|
181K
$52.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-37.2K- 0.25% |
$8.38M - $10.4M
|
14.6M
$4.24B
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-37.9K- 17.52% |
$8.53M - $10.6M
|
178K
$51.7M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-38K- 3.15% |
$8.55M - $10.6M
|
1.17M
$338M
|
|
|
May 14, 2025
Q1 2025
|
Nearwater Capital Markets, LTD
New York, NY |
SELL
|
- |
-38K- 10.98% |
$8.56M - $10.6M
|
308K
$89.3M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-38.3K- 15.39% |
$8.63M - $10.7M
|
211K
$61M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-39.6K- 5.64% |
$8.91M - $11.1M
|
662K
$192M
|