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 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.07K- 1.82% |
$241K - $300K
|
57.7K
$16.7M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.07K- 0.85% |
$241K - $300K
|
125K
$36.1M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.08K- 5.7% |
$243K - $302K
|
17.8K
$5.14M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.08K- 2.21% |
$243K - $302K
|
47.8K
$13.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 33.08% |
$244K - $303K
|
2.19K
$633K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 5.34% |
$245K - $305K
|
19.3K
$5.57M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 5.92% |
$246K - $306K
|
17.3K
$5.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.09K- 2.51% |
$246K - $306K
|
42.5K
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.1K- 2.69% |
$247K - $307K
|
39.7K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-1.1K- 8.89% |
$248K - $308K
|
11.3K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.11K- 17.56% |
$251K - $312K
|
5.23K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.12K- 25.16% |
$251K - $312K
|
3.32K
$958K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.12K- 6.1% |
$252K - $313K
|
17.2K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 7.35% |
$252K - $314K
|
14.1K
$4.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.12K- 10.55% |
$252K - $314K
|
9.51K
$2.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.13K- 2.34% |
$253K - $315K
|
46.9K
$13.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.13K- 50.77% |
$254K - $316K
|
1.09K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.13K- 5.65% |
$254K - $316K
|
18.8K
$5.43M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.13K- 13.89% |
$254K - $316K
|
7.01K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.13K- 1.52% |
$254K - $316K
|
73.4K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.13K- 0.41% |
$255K - $317K
|
278K
$80.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.06% |
$255K - $317K
|
105K
$30.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.14K- 0.57% |
$256K - $318K
|
199K
$57.4M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-1.14K- 7.3% |
$256K - $318K
|
14.4K
$4.17M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 3.91% |
$256K - $319K
|
28K
$8.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-1.14K- 1.99% |
$257K - $320K
|
56.1K
$16.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
SELL
|
- |
-1.14K- 2.02% |
$258K - $320K
|
55.4K
$16M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.14K- 37.08% |
$258K - $320K
|
1.94K
$560K
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.15K- 3.63% |
$258K - $321K
|
30.4K
$8.78M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.15K- 3.51% |
$258K - $321K
|
31.4K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-1.15K- 13.13% |
$259K - $322K
|
7.61K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-1.15K- 5.96% |
$259K - $323K
|
18.2K
$5.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.15K- 36.95% |
$259K - $323K
|
1.97K
$568K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.15K- 1.1% |
$260K - $323K
|
104K
$30.1M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.16K- 36.31% |
$261K - $324K
|
2.03K
$586K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.16K- 0.48% |
$261K - $325K
|
240K
$69.3M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.16K- 5.02% |
$262K - $325K
|
22K
$6.34M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.17K- 3.01% |
$263K - $328K
|
37.6K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 1.68% |
$264K - $328K
|
68.5K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.18K- 32.23% |
$265K - $329K
|
2.47K
$714K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.18K- 1.5% |
$266K - $330K
|
77.3K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.19K- 7.23% |
$267K - $332K
|
15.2K
$4.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-1.19K- 3.35% |
$267K - $332K
|
34.3K
$9.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-1.19K- 17.63% |
$267K - $332K
|
5.55K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.19K- 0.96% |
$267K - $332K
|
122K
$35.3M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.19K- 10.54% |
$269K - $334K
|
10.1K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.2K- 4.02% |
$271K - $337K
|
28.7K
$8.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-1.21K- 52.82% |
$272K - $338K
|
1.08K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.21K- 3.61% |
$273K - $339K
|
32.3K
$9.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 11.72% |
$273K - $339K
|
9.13K
$2.63M
|