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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-588- 4.23% |
$132K - $165K
|
13.3K
$3.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-589- 6.96% |
$133K - $165K
|
7.88K
$2.27M
|
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-591- 37.5% |
$133K - $165K
|
985
$284K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-597- 2.07% |
$134K - $167K
|
28.3K
$8.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-612- 1.29% |
$138K - $171K
|
46.7K
$13.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-615- 4.57% |
$138K - $172K
|
12.8K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-616- 2.02% |
$139K - $172K
|
29.8K
$8.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-621- 6.16% |
$140K - $174K
|
9.46K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-621- 1.6% |
$140K - $174K
|
38.3K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-622- 1.56% |
$140K - $174K
|
39.4K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-622- 1.48% |
$140K - $174K
|
41.5K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-624- 0.15% |
$141K - $175K
|
417K
$120M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-630- 6.62% |
$142K - $176K
|
8.89K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-630- 4.72% |
$142K - $176K
|
12.7K
$3.67M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-631- 3.0% |
$142K - $177K
|
20.4K
$5.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-633- 0.68% |
$143K - $177K
|
92.1K
$26.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-635- 0.6% |
$143K - $178K
|
105K
$30.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-638- 2.36% |
$144K - $179K
|
26.3K
$7.6M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-640- 2.03% |
$144K - $179K
|
30.9K
$8.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-647- 2.14% |
$146K - $181K
|
29.6K
$8.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-650- 2.7% |
$146K - $182K
|
23.4K
$6.76M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-650- 7.56% |
$146K - $182K
|
7.95K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-651- 14.73% |
$147K - $182K
|
3.77K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-657- 8.75% |
$148K - $184K
|
6.85K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-657- 6.84% |
$148K - $184K
|
8.95K
$2.58M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-658- 2.87% |
$148K - $184K
|
22.3K
$6.43M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-658- 7.81% |
$148K - $184K
|
7.76K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-660- 2.4% |
$149K - $185K
|
26.9K
$7.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-661- 3.62% |
$149K - $185K
|
17.6K
$5.08M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-661- 43.43% |
$149K - $185K
|
861
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-662- 4.15% |
$149K - $185K
|
15.3K
$4.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-663- 73.83% |
$149K - $186K
|
235
$67.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-667- 5.69% |
$150K - $187K
|
11.1K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-669- 2.37% |
$151K - $187K
|
27.6K
$7.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-670- 3.12% |
$151K - $188K
|
20.8K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-670- 2.81% |
$151K - $188K
|
23.2K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-670- 0.66% |
$151K - $188K
|
100K
$29M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-671- 24.09% |
$151K - $188K
|
2.11K
$610K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-671- 3.33% |
$151K - $188K
|
19.5K
$5.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-671- 4.83% |
$151K - $188K
|
13.2K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-671- 2.7% |
$151K - $188K
|
24.2K
$6.99M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-672- 16.48% |
$151K - $188K
|
3.41K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-675- 1.18% |
$152K - $189K
|
56.6K
$16.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-676- 6.2% |
$152K - $189K
|
10.2K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-676- 2.78% |
$152K - $189K
|
23.6K
$6.81M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-676- 1.32% |
$152K - $189K
|
50.7K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-678- 4.98% |
$153K - $190K
|
12.9K
$3.73M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-679- 2.19% |
$153K - $190K
|
30.4K
$8.77M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-679- 2.96% |
$153K - $190K
|
22.2K
$6.42M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-680- 1.47% |
$153K - $190K
|
45.5K
$13.1M
|