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 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-5.25K- 50.87% |
$1.18M - $1.47M
|
5.07K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-5.27K- 2.01% |
$1.19M - $1.47M
|
257K
$72.7M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.28K- 1.26% |
$1.19M - $1.48M
|
412K
$117M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-5.31K- 23.4% |
$1.19M - $1.49M
|
17.4K
$4.92M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.31K- 3.81% |
$1.2M - $1.49M
|
134K
$38M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-5.31K- 27.09% |
$1.2M - $1.49M
|
14.3K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.35K- 3.37% |
$1.21M - $1.5M
|
154K
$43.5M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-5.36K- 2.68% |
$1.21M - $1.5M
|
194K
$55M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.41K- 29.76% |
$1.22M - $1.51M
|
12.8K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-5.45K- 13.56% |
$1.23M - $1.52M
|
34.7K
$9.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.45K- 54.38% |
$1.23M - $1.53M
|
4.57K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-5.56K- 15.47% |
$1.25M - $1.56M
|
30.4K
$8.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.58K- 2.3% |
$1.26M - $1.56M
|
237K
$67.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.66K- 0.08% |
$1.27M - $1.58M
|
7.08M
$2B
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.66K- 5.09% |
$1.28M - $1.59M
|
106K
$29.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.72K- 5.13% |
$1.29M - $1.6M
|
106K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.74K- 0.21% |
$1.29M - $1.61M
|
2.67M
$757M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.74K- 3.55% |
$1.29M - $1.61M
|
156K
$44.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.78K- 5.39% |
$1.3M - $1.62M
|
101K
$28.7M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.88K- 3.35% |
$1.32M - $1.64M
|
170K
$48M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-5.9K- 30.81% |
$1.33M - $1.65M
|
13.2K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-5.91K- 3.02% |
$1.33M - $1.66M
|
190K
$53.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.94K- 65.47% |
$1.34M - $1.66M
|
3.13K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-5.94K- 12.55% |
$1.34M - $1.66M
|
41.4K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-6.01K- 2.27% |
$1.35M - $1.68M
|
258K
$73.2M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.05K- 4.52% |
$1.36M - $1.69M
|
128K
$36.1M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-6.05K- 24.8% |
$1.36M - $1.69M
|
18.3K
$5.19M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.11K- 29.77% |
$1.38M - $1.71M
|
14.4K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-6.12K- 4.18% |
$1.38M - $1.71M
|
140K
$39.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.13K- 0.8% |
$1.38M - $1.72M
|
755K
$214M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-6.17K- 8.99% |
$1.39M - $1.73M
|
62.4K
$17.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-6.17K- 4.94% |
$1.39M - $1.73M
|
119K
$33.6M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.17K- 14.57% |
$1.39M - $1.73M
|
36.2K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-6.2K- 32.98% |
$1.4M - $1.74M
|
12.6K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-6.27K- 8.56% |
$1.41M - $1.76M
|
67K
$19M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-6.32K- 82.95% |
$1.42M - $1.77M
|
1.3K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.34K- 19.14% |
$1.43M - $1.77M
|
26.8K
$7.58M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-6.41K- 6.14% |
$1.44M - $1.79M
|
97.9K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-6.41K- 1.18% |
$1.44M - $1.8M
|
538K
$152M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.42K- 12.43% |
$1.45M - $1.8M
|
45.2K
$12.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-6.46K- 4.57% |
$1.45M - $1.81M
|
135K
$38.1M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
SELL
|
- |
-6.48K- 54.43% |
$1.46M - $1.81M
|
5.43K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-6.52K- 10.28% |
$1.47M - $1.82M
|
56.9K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-6.57K- 6.94% |
$1.48M - $1.84M
|
88.1K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-6.66K- 0.44% |
$1.5M - $1.86M
|
1.52M
$429M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.67K- 2.88% |
$1.5M - $1.87M
|
225K
$63.7M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.68K- 50.24% |
$1.5M - $1.87M
|
6.62K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.75K- 22.82% |
$1.52M - $1.89M
|
22.8K
$6.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-6.77K- 2.54% |
$1.53M - $1.9M
|
260K
$73.5M
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-6.81K- 2.39% |
$1.53M - $1.91M
|
278K
$78.7M
|