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
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-428- 0.12% |
$96.4K - $120K
|
361K
$104M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-432- 0.95% |
$97.3K - $121K
|
45.1K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-433- 5.69% |
$97.5K - $121K
|
7.18K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-433- 1.88% |
$97.5K - $121K
|
22.6K
$6.52M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-433- 11.76% |
$97.5K - $121K
|
3.25K
$938K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-434- 14.73% |
$97.7K - $121K
|
2.51K
$726K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-434- 8.03% |
$97.7K - $121K
|
4.97K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-434- 0.86% |
$97.7K - $121K
|
50.1K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-435- 8.22% |
$98K - $122K
|
4.86K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-435- 19.27% |
$98K - $122K
|
1.82K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-435- 43.03% |
$98K - $122K
|
576
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-436- 2.16% |
$98.2K - $122K
|
19.8K
$5.71M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-439- 42.75% |
$98.9K - $123K
|
588
$170K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-440- 3.53% |
$99.1K - $123K
|
12K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-443- 1.1% |
$99.8K - $124K
|
39.8K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-444- 48.63% |
$100K - $124K
|
469
$135K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-446- 7.52% |
$100K - $125K
|
5.48K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-446- 5.96% |
$100K - $125K
|
7.04K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-448- 3.89% |
$101K - $125K
|
11.1K
$3.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-449- 3.47% |
$101K - $126K
|
12.5K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-450- 1.66% |
$101K - $126K
|
26.6K
$7.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-451- 1.58% |
$102K - $126K
|
28.1K
$8.11M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-452- 1.38% |
$102K - $127K
|
32.2K
$9.3M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-453- 18.41% |
$102K - $127K
|
2.01K
$580K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-454- 0.56% |
$102K - $127K
|
80.2K
$23.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-455- 0.74% |
$102K - $127K
|
61.1K
$17.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-459- 2.33% |
$103K - $128K
|
19.3K
$5.56M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-460- 0.51% |
$104K - $129K
|
88.9K
$25.7M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-462- 30.56% |
$104K - $129K
|
1.05K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-463- 10.14% |
$104K - $130K
|
4.1K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-465- 5.25% |
$105K - $130K
|
8.4K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-472- 1.17% |
$106K - $132K
|
39.8K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-479- 1.01% |
$108K - $134K
|
46.9K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-480- 16.77% |
$108K - $134K
|
2.38K
$688K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-481- 0.72% |
$108K - $135K
|
66.5K
$19.2M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-481- 7.4% |
$108K - $135K
|
6.02K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-482- 18.05% |
$109K - $135K
|
2.19K
$632K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-484- 0.86% |
$109K - $135K
|
55.9K
$16.1M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-485- 1.82% |
$109K - $136K
|
26.1K
$7.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-486- 0.61% |
$109K - $136K
|
79.6K
$23M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-490- 5.26% |
$110K - $137K
|
8.82K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-490- 4.16% |
$110K - $137K
|
11.3K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-491- 11.44% |
$111K - $137K
|
3.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-493- 4.28% |
$111K - $138K
|
11K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-493- 4.8% |
$111K - $138K
|
9.78K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-495- 1.89% |
$111K - $139K
|
25.7K
$7.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-496- 4.75% |
$112K - $139K
|
9.94K
$2.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-499- 0.43% |
$112K - $140K
|
117K
$33.7M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-500- 91.74% |
$113K - $140K
|
45
$13K
|
|
|
May 13, 2025
Q1 2025
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-500- 0.74% |
$113K - $140K
|
67K
$19.3M
|