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 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1.21K- 49.79% |
$273K - $339K
|
1.22K
$353K
|
|
|
Apr 08, 2025
Q1 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-1.22K- 20.18% |
$274K - $340K
|
4.81K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-1.22K- 6.32% |
$274K - $340K
|
18K
$5.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1.22K- 2.62% |
$275K - $341K
|
45.3K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.22K- 3.79% |
$276K - $343K
|
31.1K
$8.97M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.23K- 3.66% |
$277K - $345K
|
32.4K
$9.36M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-1.24K- 94.94% |
$279K - $347K
|
66
$19.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.24K- 12.61% |
$280K - $348K
|
8.61K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-1.25K- 4.17% |
$281K - $350K
|
28.7K
$8.28M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.25K- 3.38% |
$281K - $350K
|
35.7K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.26K- 10.88% |
$283K - $352K
|
10.3K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-1.26K- 4.76% |
$283K - $352K
|
25.2K
$7.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.27K- 8.53% |
$285K - $355K
|
13.6K
$3.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-1.27K- 4.0% |
$286K - $355K
|
30.4K
$8.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.27K- 4.16% |
$286K - $356K
|
29.3K
$8.45M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.27K- 18.25% |
$286K - $356K
|
5.69K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.27K- 11.86% |
$287K - $356K
|
9.46K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.27K- 2.38% |
$287K - $356K
|
52.2K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.28K- 4.38% |
$287K - $357K
|
27.8K
$8.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.28K- 5.36% |
$288K - $358K
|
22.5K
$6.51M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.28K- 3.47% |
$288K - $358K
|
35.6K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.28K- 3.81% |
$289K - $359K
|
32.5K
$9.37M
|
|
|
May 12, 2025
Q1 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.29K- 9.18% |
$290K - $361K
|
12.8K
$3.68M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.29K- 6.27% |
$290K - $361K
|
19.3K
$5.56M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.31K- 4.61% |
$295K - $366K
|
27.1K
$7.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.31K- 4.04% |
$295K - $367K
|
31.1K
$8.99M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.31K- 3.73% |
$295K - $367K
|
33.9K
$9.78M
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.32K- 37.57% |
$296K - $368K
|
2.19K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.32K- 5.12% |
$297K - $370K
|
24.4K
$7.06M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.32K- 6.83% |
$298K - $370K
|
18K
$5.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.33K- 32.84% |
$300K - $373K
|
2.72K
$786K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.34K- 4.2% |
$301K - $375K
|
30.6K
$8.82M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.34K- 0.53% |
$303K - $376K
|
253K
$73M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.35K- 1.96% |
$303K - $377K
|
67.5K
$19.5M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.35KClosed |
$304K - $378K
|
0
$0
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.35K- 4.31% |
$305K - $379K
|
30.1K
$8.69M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.36K- 0.54% |
$306K - $381K
|
252K
$72.9M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-1.36K- 29.81% |
$307K - $382K
|
3.21K
$926K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.37K- 47.52% |
$308K - $383K
|
1.51K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.37K- 1.3% |
$309K - $384K
|
105K
$30.2M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.37K- 4.51% |
$309K - $385K
|
29.1K
$8.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.38K- 14.95% |
$311K - $387K
|
7.86K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.39K- 13.1% |
$312K - $388K
|
9.19K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.39K- 4.01% |
$312K - $388K
|
33.2K
$9.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.39K- 0.94% |
$313K - $389K
|
147K
$42.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.39K- 0.95% |
$313K - $389K
|
145K
$41.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 1.1% |
$314K - $390K
|
125K
$36.2M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.4K- 11.09% |
$315K - $391K
|
11.2K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.4K- 3.83% |
$315K - $391K
|
35.1K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.4K- 6.12% |
$315K - $392K
|
21.5K
$6.2M
|