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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.9K+ 4.69% |
$6.73M - $8.36M
|
667K
$189M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
29.9K+ 4.21% |
$6.72M - $8.36M
|
739K
$209M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.8K+ 4.64% |
$6.72M - $8.35M
|
673K
$191M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
29.7K+ 632.55% |
$6.69M - $8.32M
|
34.4K
$9.74M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29.6K+ 62.3% |
$6.67M - $8.3M
|
77.2K
$21.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
29.5K+ 109.39% |
$6.65M - $8.27M
|
56.5K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
29.4K+ 13.96% |
$6.61M - $8.22M
|
240K
$67.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29.3K+ 31.05% |
$6.59M - $8.19M
|
124K
$35M
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
28.9K+ 5.45% |
$6.5M - $8.08M
|
558K
$158M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.8K+ 9.97% |
$6.49M - $8.07M
|
318K
$90M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
27.9K+ 1383.71% |
$6.27M - $7.8M
|
29.9K
$8.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
27.3K+ 12.95% |
$6.15M - $7.64M
|
238K
$67.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
27.3K+ 4.1% |
$6.14M - $7.64M
|
692K
$196M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
27.2KNew |
$6.12M - $7.61M
|
27.2K
$7.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
27.1K+ 84.41% |
$6.1M - $7.58M
|
59.1K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
26.8K+ 183.27% |
$6.04M - $7.51M
|
41.5K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
26.6KNew |
$6M - $7.46M
|
26.6K
$7.54M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
26.4KNew |
$5.94M - $7.39M
|
26.4K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
25.9K+ 17.54% |
$5.83M - $7.25M
|
174K
$49.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25.1K+ 40.76% |
$5.66M - $7.03M
|
86.8K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.1K+ 3.1% |
$5.65M - $7.02M
|
835K
$236M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25K+ 38.52% |
$5.62M - $6.99M
|
89.8K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
25KNew |
$5.62M - $6.99M
|
25K
$7.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
24.9K+ 2.53% |
$5.62M - $6.98M
|
1.01M
$286M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.7K+ 4.14% |
$5.56M - $6.91M
|
622K
$176M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
24.3K+ 3.95% |
$5.47M - $6.8M
|
639K
$181M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
24.3KNew |
$5.47M - $6.8M
|
24.3K
$6.88M
|
|
|
May 12, 2025
Q1 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
23.7K+ 835.21% |
$5.34M - $6.64M
|
26.6K
$7.52M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
23.3K+ 2.01% |
$5.25M - $6.53M
|
1.18M
$335M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
23.2K+ 545.0% |
$5.23M - $6.51M
|
27.5K
$7.79M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
23.2K+ 52.44% |
$5.22M - $6.49M
|
67.4K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2K+ 1152.99% |
$5.21M - $6.48M
|
25.2K
$7.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23.1K+ 108.23% |
$5.2M - $6.47M
|
44.4K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
23KNew |
$5.18M - $6.44M
|
23K
$6.51M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
22.7K+ 6.63% |
$5.11M - $6.35M
|
365K
$103M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
22.6KNew |
$5.08M - $6.32M
|
22.6K
$6.39M
|
|
|
May 12, 2025
Q1 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
22.5K+ 4.0% |
$5.07M - $6.3M
|
585K
$166M
|
|
|
May 15, 2025
Q1 2025
|
Governors Lane LP
New York, NY |
BUY
|
- |
22.5KNew |
$5.07M - $6.3M
|
22.5K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
22.4K+ 92.13% |
$5.05M - $6.28M
|
46.8K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
22.3K+ 43.28% |
$5.03M - $6.25M
|
73.9K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
21.9K+ 21.39% |
$4.92M - $6.12M
|
124K
$35.1M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
21.8K+ 259.4% |
$4.9M - $6.1M
|
30.2K
$8.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.7KNew |
$4.89M - $6.08M
|
21.7K
$6.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
21.6K+ 425.02% |
$4.86M - $6.04M
|
26.6K
$7.54M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21.2K+ 5.21% |
$4.77M - $5.93M
|
428K
$121M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
21.1KNew |
$4.75M - $5.9M
|
21.1K
$5.97M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
21K+ 6.96% |
$4.73M - $5.88M
|
323K
$91.5M
|
|
|
May 15, 2025
Q1 2025
|
Ctc LLC
|
BUY
|
- |
20.9K+ 182.38% |
$4.71M - $5.85M
|
32.4K
$9.16M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
20.4KNew |
$4.59M - $5.71M
|
20.4K
$5.77M
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
20.3K+ 23.22% |
$4.57M - $5.68M
|
108K
$30.5M
|