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
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-680- 7.55% |
$153K - $190K
|
8.33K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-683- 0.98% |
$154K - $191K
|
68.7K
$19.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-684- 3.77% |
$154K - $191K
|
17.5K
$5.04M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-688- 1.39% |
$155K - $193K
|
48.8K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-691- 2.7% |
$156K - $193K
|
24.9K
$7.18M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-693- 1.45% |
$156K - $194K
|
47.1K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-697- 5.39% |
$157K - $195K
|
12.2K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-700- 15.68% |
$158K - $196K
|
3.76K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-700- 9.21% |
$158K - $196K
|
6.9K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-701- 4.45% |
$158K - $196K
|
15K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-702- 8.56% |
$158K - $197K
|
7.5K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-704- 1.24% |
$159K - $197K
|
56.3K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-711- 28.05% |
$160K - $199K
|
1.82K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-714- 3.21% |
$161K - $200K
|
21.5K
$6.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-717- 1.61% |
$161K - $201K
|
43.7K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-727- 19.92% |
$164K - $204K
|
2.92K
$844K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-730- 9.93% |
$164K - $204K
|
6.62K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-732- 36.18% |
$165K - $205K
|
1.29K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-732- 0.16% |
$165K - $205K
|
465K
$134M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-735- 1.2% |
$166K - $206K
|
60.6K
$17.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-736- 16.66% |
$166K - $206K
|
3.68K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-737- 1.69% |
$166K - $206K
|
42.8K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-739- 5.01% |
$166K - $207K
|
14K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-740- 2.56% |
$167K - $207K
|
28.2K
$8.14M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-740- 5.15% |
$167K - $207K
|
13.6K
$3.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-744- 35.43% |
$168K - $208K
|
1.36K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-744- 1.8% |
$168K - $208K
|
40.5K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-745- 2.23% |
$168K - $209K
|
32.7K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-749- 3.67% |
$169K - $210K
|
19.6K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-749- 12.02% |
$169K - $210K
|
5.48K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-750- 23.88% |
$169K - $210K
|
2.39K
$690K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-750- 14.41% |
$169K - $210K
|
4.46K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-750- 2.37% |
$169K - $210K
|
30.9K
$8.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-753- 6.83% |
$170K - $211K
|
10.3K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-754- 1.4% |
$170K - $211K
|
53K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-754- 19.55% |
$170K - $211K
|
3.1K
$896K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-755- 2.61% |
$170K - $211K
|
28.2K
$8.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-759- 1.6% |
$171K - $212K
|
46.6K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-760- 20.71% |
$171K - $213K
|
2.91K
$840K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-760- 3.07% |
$171K - $213K
|
24K
$6.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-763- 3.84% |
$172K - $214K
|
19.1K
$5.52M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-764- 1.14% |
$172K - $214K
|
66.2K
$19.1M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-768- 2.33% |
$173K - $215K
|
32.3K
$9.31M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-769- 6.23% |
$173K - $215K
|
11.6K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-775- 2.88% |
$175K - $217K
|
26.1K
$7.54M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-779- 3.09% |
$175K - $218K
|
24.4K
$7.05M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-780- 1.92% |
$176K - $218K
|
39.9K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-783- 2.86% |
$176K - $219K
|
26.6K
$7.69M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-784- 13.84% |
$177K - $219K
|
4.88K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-785- 1.77% |
$177K - $220K
|
43.7K
$12.6M
|