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 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
20.2K+ 17.66% |
$4.56M - $5.67M
|
135K
$38.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
19.9K+ 3.96% |
$4.49M - $5.58M
|
522K
$148M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.7K+ 2.87% |
$4.43M - $5.51M
|
705K
$200M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.4K+ 17.57% |
$4.36M - $5.42M
|
129K
$36.7M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
19.1K+ 13.91% |
$4.3M - $5.35M
|
156K
$44.3M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
19.1K+ 90.62% |
$4.29M - $5.34M
|
40.1K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
18.6K+ 2.43% |
$4.2M - $5.22M
|
785K
$222M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 2.33% |
$4.18M - $5.2M
|
816K
$231M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
18.5K+ 1.07% |
$4.16M - $5.18M
|
1.74M
$492M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$4.16M - $5.17M
|
18.5K
$5.23M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
18.4K+ 72.45% |
$4.14M - $5.15M
|
43.8K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
18K+ 114.89% |
$4.06M - $5.04M
|
33.7K
$9.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
18K+ 9.91% |
$4.05M - $5.04M
|
200K
$56.5M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.8K+ 5.13% |
$4.01M - $4.99M
|
365K
$103M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.7KNew |
$3.99M - $4.96M
|
17.7K
$5.01M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.4K+ 13.59% |
$3.93M - $4.88M
|
146K
$41.3M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
17.3K+ 2.18% |
$3.9M - $4.85M
|
810K
$229M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
17.3K+ 3.52% |
$3.89M - $4.83M
|
507K
$144M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17.1K+ 132.52% |
$3.84M - $4.78M
|
29.9K
$8.47M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
16.8KNew |
$3.79M - $4.71M
|
16.8K
$4.77M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5K+ 4.34% |
$3.72M - $4.63M
|
397K
$113M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
16.5K+ 5.33% |
$3.72M - $4.63M
|
327K
$92.5M
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
16.5K+ 10.25% |
$3.72M - $4.63M
|
178K
$50.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
16.2K+ 4.01% |
$3.66M - $4.55M
|
421K
$119M
|
|
|
May 14, 2025
Q1 2025
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
16.2K+ 10.42% |
$3.64M - $4.53M
|
171K
$48.5M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.1K+ 3.96% |
$3.63M - $4.51M
|
422K
$120M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
15.9K+ 9.88% |
$3.59M - $4.46M
|
177K
$50.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.8K+ 16.5% |
$3.55M - $4.42M
|
111K
$31.5M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15.6K+ 4.05% |
$3.51M - $4.36M
|
400K
$113M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
15.6KNew |
$3.51M - $4.36M
|
15.6K
$4.41M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
15.5K+ 533.67% |
$3.5M - $4.35M
|
18.4K
$5.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
15.5K+ 111.76% |
$3.49M - $4.34M
|
29.4K
$8.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
15.3KNew |
$3.46M - $4.3M
|
15.3K
$4.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
15.2K+ 7.95% |
$3.43M - $4.26M
|
207K
$58.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
15.1KNew |
$3.4M - $4.23M
|
15.1K
$4.28M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
15.1K+ 174.71% |
$3.39M - $4.22M
|
23.7K
$6.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
15KNew |
$3.38M - $4.2M
|
15K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
15K+ 307.82% |
$3.37M - $4.19M
|
19.8K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
14.9K+ 16.23% |
$3.36M - $4.18M
|
107K
$30.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
14.9K+ 1555.02% |
$3.35M - $4.16M
|
15.8K
$4.48M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
14.7K+ 8.05% |
$3.32M - $4.13M
|
198K
$56M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14.7K+ 17.41% |
$3.32M - $4.12M
|
99.4K
$28.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
14.7K+ 20.73% |
$3.31M - $4.12M
|
85.6K
$24.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14.4K+ 7.41% |
$3.25M - $4.04M
|
209K
$59.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 900.25% |
$3.24M - $4.03M
|
16K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
14.2K+ 20.88% |
$3.2M - $3.98M
|
82.3K
$23.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14.2K+ 124.59% |
$3.19M - $3.97M
|
25.6K
$7.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
14.1K+ 8.15% |
$3.18M - $3.96M
|
187K
$53.1M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
13.9K+ 26.3% |
$3.13M - $3.89M
|
66.8K
$18.9M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
13.9K+ 272.25% |
$3.13M - $3.89M
|
19K
$5.38M
|