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 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.27K- 5.26% |
$511K - $635K
|
40.9K
$11.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-2.28K- 35.63% |
$512K - $637K
|
4.11K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.28K- 13.61% |
$513K - $638K
|
14.5K
$4.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-2.3K- 7.31% |
$517K - $643K
|
29.1K
$8.25M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.31K- 32.91% |
$520K - $646K
|
4.7K
$1.33M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-2.31K- 18.54% |
$520K - $646K
|
10.1K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-2.31K- 2.4% |
$520K - $646K
|
93.7K
$26.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.34K- 44.67% |
$526K - $654K
|
2.89K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.34K- 2.84% |
$526K - $654K
|
79.9K
$22.6M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.34K- 10.19% |
$528K - $656K
|
20.7K
$5.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.35K- 1.11% |
$528K - $656K
|
208K
$59M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.36K- 4.74% |
$531K - $661K
|
47.4K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.36K- 7.05% |
$532K - $662K
|
31.2K
$8.83M
|
|
|
May 14, 2025
Q1 2025
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-2.39K- 72.25% |
$538K - $668K
|
917
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.39K- 15.44% |
$539K - $670K
|
13.1K
$3.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.4K- 0.41% |
$540K - $671K
|
587K
$166M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.4K- 3.63% |
$541K - $672K
|
63.8K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.4K- 2.2% |
$541K - $672K
|
107K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.42K- 1.17% |
$545K - $677K
|
203K
$57.6M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.42K- 6.73% |
$545K - $678K
|
33.6K
$9.51M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-2.44K- 0.66% |
$548K - $682K
|
368K
$104M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.49K- 14.88% |
$560K - $696K
|
14.2K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.49K- 4.57% |
$560K - $696K
|
51.9K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.52K- 5.78% |
$567K - $704K
|
41K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.52K- 70.47% |
$567K - $705K
|
1.06K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-2.53K- 15.0% |
$569K - $707K
|
14.3K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.53K- 12.84% |
$569K - $707K
|
17.2K
$4.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.53K- 10.86% |
$570K - $708K
|
20.8K
$5.88M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-2.53K- 45.23% |
$570K - $709K
|
3.07K
$868K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.57K- 4.39% |
$578K - $719K
|
56K
$15.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.57K- 4.43% |
$579K - $720K
|
55.5K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.6K- 58.86% |
$585K - $727K
|
1.82K
$514K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.63K- 3.17% |
$592K - $736K
|
80.4K
$22.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.65K- 5.99% |
$596K - $741K
|
41.5K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.68K- 11.59% |
$604K - $751K
|
20.5K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-2.72K- 1.4% |
$612K - $761K
|
192K
$54.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.72K- 15.02% |
$613K - $761K
|
15.4K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.73K- 5.71% |
$614K - $763K
|
45K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.73K- 4.17% |
$614K - $763K
|
62.7K
$17.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.75K- 4.98% |
$618K - $769K
|
52.4K
$14.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 37.86% |
$620K - $771K
|
4.52K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.76K- 3.32% |
$621K - $772K
|
80.4K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.77K- 15.15% |
$623K - $774K
|
15.5K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.78K- 8.1% |
$627K - $779K
|
31.6K
$8.94M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.8K- 11.17% |
$631K - $784K
|
22.3K
$6.31M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.81K- 17.21% |
$632K - $786K
|
13.5K
$3.83M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2.81K- 2.83% |
$633K - $787K
|
96.6K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.84K- 2.63% |
$640K - $795K
|
105K
$29.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.84K- 19.48% |
$640K - $796K
|
11.8K
$3.33M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-2.84K- 19.82% |
$640K - $796K
|
11.5K
$3.26M
|