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
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
76.2K+ 2.1% |
$17.2M - $21.3M
|
3.71M
$1.05B
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
74K+ 11.42% |
$16.7M - $20.7M
|
722K
$205M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
72.3K+ 31.42% |
$16.3M - $20.2M
|
302K
$85.6M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
72K+ 933.21% |
$16.2M - $20.2M
|
79.7K
$22.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.7K+ 7.87% |
$15.9M - $19.8M
|
969K
$274M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
70.7K+ 3.24% |
$15.9M - $19.8M
|
2.25M
$638M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
69.9K+ 19.02% |
$15.7M - $19.6M
|
437K
$124M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
67.9K+ 8.63% |
$15.3M - $19M
|
855K
$242M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
67.5K+ 5.15% |
$15.2M - $18.9M
|
1.38M
$390M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
67.2K+ 39.72% |
$15.1M - $18.8M
|
236K
$66.9M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
66.9K+ 19.06% |
$15.1M - $18.7M
|
418K
$118M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
66.5K+ 3.72% |
$15M - $18.6M
|
1.86M
$525M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
66K+ 21.6% |
$14.9M - $18.5M
|
372K
$105M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
65.7K+ 10.54% |
$14.8M - $18.4M
|
689K
$195M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
65.1K+ 34.05% |
$14.7M - $18.2M
|
256K
$72.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
63.7KNew |
$14.3M - $17.8M
|
63.7K
$18M
|
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
BUY
|
- |
61.7KNew |
$13.9M - $17.3M
|
61.7K
$17.5M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
60.9KNew |
$13.7M - $17M
|
60.9K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
60.8KNew |
$13.7M - $17M
|
60.8K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
60.2K+ 4.98% |
$13.6M - $16.9M
|
1.27M
$360M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
59.4KNew |
$13.4M - $16.6M
|
59.4K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
59KNew |
$13.3M - $16.5M
|
59K
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
58.3KNew |
$13.1M - $16.3M
|
58.3K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57.9K+ 36.14% |
$13M - $16.2M
|
218K
$61.8M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
57.9K+ 6.77% |
$13M - $16.2M
|
913K
$258M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
57.3K+ 2.39% |
$12.9M - $16M
|
2.46M
$696M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
56.6K+ 39.57% |
$12.7M - $15.8M
|
200K
$56.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
56.1K+ 19.18% |
$12.6M - $15.7M
|
349K
$98.7M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
56.1K+ 22.5% |
$12.6M - $15.7M
|
305K
$86.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
56.1K+ 19.32% |
$12.6M - $15.7M
|
346K
$98.1M
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
55K+ 31.74% |
$12.4M - $15.4M
|
228K
$64.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
54.4K+ 19.12% |
$12.2M - $15.2M
|
339K
$96M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
51.5K+ 4257.9% |
$11.6M - $14.4M
|
52.7K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
51.2K+ 2662.06% |
$11.5M - $14.3M
|
53.1K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50.7K+ 15.29% |
$11.4M - $14.2M
|
382K
$108M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50.4K+ 281.02% |
$11.3M - $14.1M
|
68.3K
$19.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
49.9K+ 9.45% |
$11.2M - $14M
|
578K
$164M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
49.6K+ 23389.62% |
$11.2M - $13.9M
|
49.8K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
49.5K+ 25.64% |
$11.2M - $13.9M
|
243K
$68.7M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
49.4K+ 39.24% |
$11.1M - $13.8M
|
175K
$49.7M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.3K+ 2.61% |
$11.1M - $13.8M
|
1.94M
$549M
|
|
|
Apr 30, 2025
Q1 2025
|
Exane Asset Management
|
BUY
|
- |
49.2KNew |
$11.1M - $13.8M
|
49.2K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
47.9K+ 27.98% |
$10.8M - $13.4M
|
219K
$62.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
47.7KNew |
$10.8M - $13.4M
|
47.7K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
47.7K+ 16.77% |
$10.7M - $13.4M
|
332K
$94.1M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
47.2K+ 1.73% |
$10.6M - $13.2M
|
2.77M
$785M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
46.6K+ 106.1% |
$10.5M - $13.1M
|
90.6K
$25.7M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
46.2K+ 8.63% |
$10.4M - $12.9M
|
581K
$165M
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
45.9K+ 120.39% |
$10.3M - $12.8M
|
84K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
45.3K+ 8.73% |
$10.2M - $12.7M
|
564K
$160M
|