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 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.1K- 3.02% |
$923K - $1.15M
|
132K
$37.2M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.11K- 3.8% |
$925K - $1.15M
|
104K
$29.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-4.11K- 6.04% |
$925K - $1.15M
|
63.9K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-4.12K- 6.02% |
$928K - $1.15M
|
64.4K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-4.17K- 53.4% |
$939K - $1.17M
|
3.64K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.21K- 1.57% |
$949K - $1.18M
|
264K
$74.6M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-4.26K- 4.83% |
$958K - $1.19M
|
83.9K
$23.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-4.26K- 15.88% |
$959K - $1.19M
|
22.6K
$6.39M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-4.26K- 6.05% |
$959K - $1.19M
|
66.2K
$18.7M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.27K- 2.37% |
$961K - $1.19M
|
176K
$49.7M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.27K- 66.08% |
$962K - $1.2M
|
2.19K
$621K
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-4.28K- 30.84% |
$964K - $1.2M
|
9.6K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-4.28K- 3.45% |
$964K - $1.2M
|
120K
$34M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.32K- 64.7% |
$974K - $1.21M
|
2.36K
$668K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.36K- 16.53% |
$981K - $1.22M
|
22K
$6.23M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-4.36K- 6.66% |
$981K - $1.22M
|
61.1K
$17.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.36K- 1.87% |
$982K - $1.22M
|
229K
$64.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.38K- 83.67% |
$986K - $1.23M
|
855
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4.39K- 23.91% |
$987K - $1.23M
|
14K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-4.39K- 1.76% |
$988K - $1.23M
|
245K
$69.2M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.39K- 6.25% |
$989K - $1.23M
|
65.9K
$18.7M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.4K- 17.97% |
$990K - $1.23M
|
20.1K
$5.68M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.43K- 2.04% |
$998K - $1.24M
|
213K
$60.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.46K- 3.61% |
$1M - $1.25M
|
119K
$33.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-4.48K- 13.1% |
$1.01M - $1.25M
|
29.7K
$8.41M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.49K- 9.36% |
$1.01M - $1.26M
|
43.5K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.5K- 7.41% |
$1.01M - $1.26M
|
56.2K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-4.57K- 7.58% |
$1.03M - $1.28M
|
55.7K
$15.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-4.58K- 15.15% |
$1.03M - $1.28M
|
25.7K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.62K- 24.15% |
$1.04M - $1.29M
|
14.5K
$4.11M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.68K- 49.48% |
$1.05M - $1.31M
|
4.78K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-4.75K- 5.62% |
$1.07M - $1.33M
|
79.7K
$22.6M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.75K- 75.53% |
$1.07M - $1.33M
|
1.54K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.76K- 11.09% |
$1.07M - $1.33M
|
38.2K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.79K- 2.25% |
$1.08M - $1.34M
|
208K
$59M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.82K- 12.17% |
$1.08M - $1.35M
|
34.7K
$9.84M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4.84K- 4.94% |
$1.09M - $1.35M
|
93.1K
$26.4M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-4.84K- 14.28% |
$1.09M - $1.35M
|
29K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.88K- 1.44% |
$1.1M - $1.37M
|
334K
$94.6M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.94K- 7.76% |
$1.11M - $1.38M
|
58.7K
$16.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-4.95K- 11.23% |
$1.12M - $1.39M
|
39.1K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.98K- 11.89% |
$1.12M - $1.39M
|
36.9K
$10.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.02K- 6.96% |
$1.13M - $1.41M
|
67.2K
$19M
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-5.07K- 19.68% |
$1.14M - $1.42M
|
20.7K
$5.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-5.09K- 6.99% |
$1.15M - $1.43M
|
67.8K
$19.2M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.12K- 0.43% |
$1.15M - $1.43M
|
1.2M
$339M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-5.19K- 6.12% |
$1.17M - $1.45M
|
79.5K
$22.5M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.2K- 2.41% |
$1.17M - $1.46M
|
211K
$59.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-5.21K- 34.05% |
$1.17M - $1.46M
|
10.1K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.21K- 2.64% |
$1.17M - $1.46M
|
192K
$54.5M
|