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 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.84K- 5.32% |
$640K - $796K
|
50.6K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2.85K- 2.14% |
$641K - $797K
|
130K
$36.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.85K- 9.67% |
$643K - $799K
|
26.7K
$7.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.85K- 6.35% |
$643K - $799K
|
42.1K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.86K- 2.34% |
$643K - $799K
|
119K
$33.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-2.86K- 33.85% |
$644K - $801K
|
5.59K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-2.87K- 56.13% |
$645K - $802K
|
2.24K
$634K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-2.87K- 3.13% |
$647K - $805K
|
89.1K
$25.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.88K- 6.36% |
$649K - $806K
|
42.4K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.89K- 6.94% |
$651K - $809K
|
38.7K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2.89K- 5.93% |
$651K - $810K
|
45.9K
$13M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.9K- 7.54% |
$653K - $812K
|
35.5K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.91K- 46.02% |
$655K - $814K
|
3.41K
$966K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.93K- 3.91% |
$660K - $821K
|
72.2K
$20.4M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.94K- 3.03% |
$661K - $822K
|
93.8K
$26.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.94K- 4.05% |
$662K - $822K
|
69.6K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.95K- 48.95% |
$664K - $826K
|
3.08K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.96K- 2.15% |
$666K - $828K
|
135K
$38.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.96K- 16.82% |
$667K - $829K
|
14.6K
$4.15M
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-2.97K- 2.42% |
$669K - $831K
|
120K
$33.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-2.97K- 2.29% |
$669K - $831K
|
127K
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.98K- 5.08% |
$672K - $835K
|
55.8K
$15.8M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-3K- 6.55% |
$676K - $840K
|
42.8K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3K- 6.33% |
$676K - $840K
|
44.4K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.02K- 25.03% |
$681K - $847K
|
9.06K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.03K- 1.0% |
$683K - $849K
|
300K
$84.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.05K- 2.76% |
$687K - $854K
|
107K
$30.4M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.07K- 0.96% |
$691K - $859K
|
316K
$89.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.09K- 2.31% |
$695K - $864K
|
131K
$37M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.1K- 1.89% |
$698K - $868K
|
161K
$45.5M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.12K- 1.16% |
$702K - $872K
|
266K
$75.2M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.12K- 1.82% |
$703K - $873K
|
168K
$47.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.12K- 1.02% |
$703K - $874K
|
303K
$85.7M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.14K- 0.83% |
$706K - $878K
|
375K
$106M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-3.15K- 6.35% |
$709K - $881K
|
46.4K
$13.1M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-3.16K- 36.96% |
$712K - $885K
|
5.4K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-3.18K- 2.51% |
$715K - $889K
|
123K
$34.9M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.2K- 2.11% |
$720K - $895K
|
148K
$41.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.22K- 8.84% |
$725K - $901K
|
33.2K
$9.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.25K- 3.91% |
$732K - $910K
|
79.8K
$22.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.25K- 1.54% |
$732K - $910K
|
208K
$59M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-3.26K- 24.46% |
$734K - $912K
|
10.1K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.31K- 0.98% |
$745K - $926K
|
336K
$95M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.32K- 33.56% |
$748K - $930K
|
6.58K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.33K- 1.57% |
$749K - $931K
|
208K
$59M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-3.34K- 1.92% |
$751K - $934K
|
171K
$48.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.36K- 3.9% |
$756K - $940K
|
82.8K
$23.4M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-3.39K- 4.23% |
$762K - $948K
|
76.6K
$21.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.39K- 13.11% |
$764K - $949K
|
22.5K
$6.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-3.4K- 2.38% |
$766K - $952K
|
139K
$39.4M
|