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
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-2.01K- 41.39% |
$452K - $562K
|
2.84K
$805K
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.01K- 8.79% |
$453K - $564K
|
20.9K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.02K- 4.89% |
$455K - $565K
|
39.3K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.02K- 6.05% |
$455K - $565K
|
31.4K
$8.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.05K- 4.28% |
$461K - $572K
|
45.7K
$12.9M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.05K- 32.22% |
$461K - $573K
|
4.31K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.05K- 8.06% |
$462K - $575K
|
23.4K
$6.63M
|
|
|
May 14, 2025
Q1 2025
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-2.05K- 1.86% |
$462K - $575K
|
108K
$30.7M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-2.06K- 14.37% |
$463K - $575K
|
12.2K
$3.47M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2.06K- 3.09% |
$464K - $577K
|
64.8K
$18.3M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-2.06K- 19.91% |
$465K - $578K
|
8.3K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.07K- 2.17% |
$466K - $579K
|
93.1K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-2.08K- 32.46% |
$468K - $582K
|
4.32K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-2.08K- 2.56% |
$469K - $583K
|
79.4K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-2.08K- 19.91% |
$469K - $583K
|
8.38K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.1K- 0.83% |
$473K - $588K
|
250K
$70.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.11K- 4.16% |
$475K - $590K
|
48.6K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
SELL
|
- |
-2.11K- 1.12% |
$475K - $590K
|
186K
$52.7M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2.11K- 10.52% |
$476K - $592K
|
18K
$5.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.12K- 1.85% |
$478K - $594K
|
113K
$31.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.13K- 8.23% |
$479K - $596K
|
23.8K
$6.73M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.13K- 13.86% |
$479K - $596K
|
13.2K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.13K- 12.66% |
$481K - $597K
|
14.7K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.14K- 2.24% |
$481K - $598K
|
93.1K
$26.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2.15K- 2.81% |
$484K - $601K
|
74.4K
$21.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.15K- 1.0% |
$485K - $603K
|
212K
$60.1M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.16K- 6.35% |
$486K - $605K
|
31.9K
$9.02M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.16K- 4.35% |
$487K - $606K
|
47.6K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.17K- 5.04% |
$488K - $606K
|
40.8K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.17K- 3.43% |
$488K - $606K
|
61K
$17.3M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-2.17K- 2.98% |
$488K - $607K
|
70.6K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.17K- 1.94% |
$488K - $607K
|
110K
$31.1M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.17K- 3.72% |
$489K - $608K
|
56.2K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-2.18K- 3.78% |
$491K - $610K
|
55.6K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.18K- 3.5% |
$492K - $611K
|
60.2K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-2.18K- 2.57% |
$492K - $611K
|
82.9K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.18K- 0.42% |
$492K - $611K
|
518K
$147M
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
SELL
|
- |
-2.19K- 6.02% |
$492K - $612K
|
34.1K
$9.66M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.2K- 2.82% |
$495K - $615K
|
75.8K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.2K- 0.15% |
$495K - $616K
|
1.48M
$420M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-2.2K- 5.48% |
$496K - $617K
|
38K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.21K- 9.36% |
$498K - $619K
|
21.4K
$6.06M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.21K- 1.99% |
$498K - $620K
|
109K
$30.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.22K- 2.74% |
$500K - $621K
|
78.7K
$22.3M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-2.22K- 6.61% |
$501K - $623K
|
31.4K
$8.89M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-2.23K- 17.12% |
$501K - $623K
|
10.8K
$3.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-2.24K- 42.51% |
$503K - $626K
|
3.02K
$856K
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-2.24K- 5.2% |
$505K - $627K
|
40.9K
$11.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-2.26K- 5.12% |
$508K - $632K
|
41.8K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-2.27K- 2.7% |
$511K - $635K
|
81.8K
$23.2M
|