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 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-41.4K- 1.0% |
$9.33M - $11.6M
|
4.09M
$1.18B
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-42.4K- 8.9% |
$9.55M - $11.9M
|
434K
$126M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-42.6K- 10.13% |
$9.59M - $11.9M
|
378K
$110M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-42.9K- 16.09% |
$9.67M - $12M
|
224K
$64.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.4K- 1.04% |
$9.77M - $12.1M
|
4.11M
$1.19B
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-43.7K- 23.74% |
$9.84M - $12.2M
|
140K
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-44.5K- 11.07% |
$10M - $12.5M
|
358K
$104M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.7K- 0.65% |
$10.1M - $12.5M
|
6.79M
$1.97B
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-44.7K- 2.39% |
$10.1M - $12.5M
|
1.83M
$529M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-45.7K- 19.67% |
$10.3M - $12.8M
|
186K
$54.1M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-45.8K- 43.83% |
$10.3M - $12.8M
|
58.7K
$17M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-46.3K- 1.75% |
$10.4M - $13M
|
2.6M
$754M
|
|
|
May 06, 2025
Q1 2025
|
Homestead Advisers Corp
|
SELL
|
- |
-48.2K- 5.99% |
$10.9M - $13.5M
|
756K
$219M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-48.5K- 16.41% |
$10.9M - $13.6M
|
247K
$71.6M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-49.6K- 99.59% |
$11.2M - $13.9M
|
203
$58.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-49.9K- 1.3% |
$11.2M - $14M
|
3.8M
$1.1B
|
|
|
May 15, 2025
Q1 2025
|
Clear Street LLC
|
SELL
|
- |
-50K- 25.0% |
$11.3M - $14M
|
150K
$43.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-51.4K- 38.6% |
$11.6M - $14.4M
|
81.7K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-51.5K- 3.01% |
$11.6M - $14.4M
|
1.66M
$482M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-52K- 6.34% |
$11.7M - $14.6M
|
768K
$223M
|
|
|
May 02, 2025
Q1 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-52.2K- 22.76% |
$11.7M - $14.6M
|
177K
$51.3M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-53.5K- 20.31% |
$12M - $15M
|
210K
$60.8M
|
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-53.9K- 93.97% |
$12.1M - $15.1M
|
3.46K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-55K- 5.21% |
$12.4M - $15.4M
|
1M
$290M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-55.2K- 9.54% |
$12.4M - $15.4M
|
523K
$152M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-56.9K- 59.56% |
$12.8M - $15.9M
|
38.7K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-57K- 1.28% |
$12.8M - $16M
|
4.39M
$1.27B
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-58.5K- 1.13% |
$13.2M - $16.4M
|
5.11M
$1.48B
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-59K- 3.5% |
$13.3M - $16.5M
|
1.63M
$472M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-59.2K- 10.48% |
$13.3M - $16.6M
|
506K
$147M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-60.2K- 20.79% |
$13.6M - $16.9M
|
229K
$66.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-60.3K- 3.36% |
$13.6M - $16.9M
|
1.73M
$503M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-61K- 36.02% |
$13.7M - $17.1M
|
108K
$31.4M
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-61.9K- 61.08% |
$13.9M - $17.3M
|
39.5K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-62K- 27.74% |
$14M - $17.4M
|
162K
$46.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-64.5K- 51.94% |
$14.5M - $18.1M
|
59.7K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-65.1K- 100.0% |
$14.7M - $18.2M
|
3
$870
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-65.5K- 2.75% |
$14.7M - $18.3M
|
2.32M
$672M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-71.3K- 10.99% |
$16.1M - $20M
|
578K
$168M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-73.3K- 2.07% |
$16.5M - $20.5M
|
3.47M
$1.01B
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-76.4K- 1.12% |
$17.2M - $21.4M
|
6.72M
$1.95B
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-76.6K- 7.71% |
$17.3M - $21.4M
|
917K
$266M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-79.9K- 28.55% |
$18M - $22.4M
|
200K
$57.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83.2K- 25.08% |
$18.7M - $23.3M
|
249K
$72.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-83.4K- 44.44% |
$18.8M - $23.4M
|
104K
$30.2M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-83.6K- 98.53% |
$18.8M - $23.4M
|
1.25K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-83.8K- 7.05% |
$18.9M - $23.5M
|
1.1M
$320M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-85.5K- 13.5% |
$19.3M - $23.9M
|
548K
$159M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-86.3K- 24.07% |
$19.4M - $24.2M
|
272K
$79M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-87.1K- 37.73% |
$19.6M - $24.4M
|
144K
$41.7M
|