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 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.41K- 2.71% |
$768K - $955K
|
122K
$34.6M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-3.44K- 34.23% |
$775K - $964K
|
6.62K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-3.45K- 9.72% |
$776K - $965K
|
32K
$9.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.47K- 2.98% |
$782K - $972K
|
113K
$32M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-3.49K- 2.8% |
$787K - $978K
|
121K
$34.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.5K- 29.43% |
$788K - $979K
|
8.39K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.52K- 0.29% |
$793K - $986K
|
1.21M
$344M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.53K- 3.83% |
$795K - $988K
|
88.7K
$25.1M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.55K- 4.87% |
$799K - $993K
|
69.3K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.55K- 0.8% |
$800K - $995K
|
443K
$125M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-3.57K- 5.12% |
$804K - $999K
|
66.2K
$18.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.58K- 5.2% |
$806K - $1M
|
65.2K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-3.6K- 9.69% |
$810K - $1.01M
|
33.5K
$9.5M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-3.6K- 13.58% |
$811K - $1.01M
|
22.9K
$6.48M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-3.62K- 7.61% |
$816K - $1.01M
|
44K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-3.62K- 43.3% |
$816K - $1.01M
|
4.74K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.62K- 1.85% |
$816K - $1.01M
|
192K
$54.3M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.63K- 6.61% |
$817K - $1.02M
|
51.3K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-3.67K- 6.71% |
$825K - $1.03M
|
51K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.67K- 2.4% |
$826K - $1.03M
|
149K
$42.2M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.67K- 14.72% |
$826K - $1.03M
|
21.3K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.68K- 12.14% |
$828K - $1.03M
|
26.6K
$7.54M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.69K- 56.04% |
$832K - $1.03M
|
2.9K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-3.7K- 3.91% |
$833K - $1.04M
|
90.9K
$25.7M
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.7K- 30.34% |
$834K - $1.04M
|
8.5K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3.71K- 1.03% |
$836K - $1.04M
|
355K
$101M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-3.74K- 5.92% |
$842K - $1.05M
|
59.4K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-3.77K- 4.1% |
$849K - $1.05M
|
88K
$24.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.78K- 12.89% |
$852K - $1.06M
|
25.6K
$7.24M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.79K- 6.16% |
$853K - $1.06M
|
57.7K
$16.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-3.81K- 15.49% |
$858K - $1.07M
|
20.8K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.81K- 9.56% |
$858K - $1.07M
|
36K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-3.81K- 8.9% |
$859K - $1.07M
|
39K
$11.1M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.82K- 25.26% |
$860K - $1.07M
|
11.3K
$3.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.82K- 4.45% |
$861K - $1.07M
|
82.1K
$23.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.84K- 2.73% |
$865K - $1.08M
|
137K
$38.7M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.84K- 8.79% |
$865K - $1.08M
|
39.8K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.85K- 1.02% |
$866K - $1.08M
|
374K
$106M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-3.85K- 69.48% |
$867K - $1.08M
|
1.69K
$479K
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-3.86K- 2.92% |
$869K - $1.08M
|
128K
$36.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.92K- 1.81% |
$884K - $1.1M
|
213K
$60.2M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.93K- 12.07% |
$886K - $1.1M
|
28.7K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-3.96K- 13.99% |
$892K - $1.11M
|
24.3K
$6.89M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-3.96K- 2.81% |
$892K - $1.11M
|
137K
$38.8M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.01K- 2.7% |
$903K - $1.12M
|
145K
$40.9M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-4.06K- 15.72% |
$914K - $1.14M
|
21.8K
$6.16M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.07K- 4.76% |
$915K - $1.14M
|
81.3K
$23M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4.07K- 3.46% |
$917K - $1.14M
|
114K
$32.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.08K- 7.66% |
$919K - $1.14M
|
49.2K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-4.08K- 53.25% |
$919K - $1.14M
|
3.58K
$1.01M
|