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
|
Country Club Bank
|
SELL
|
- |
-6.86K- 10.24% |
$1.55M - $1.92M
|
60.2K
$17M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-6.88K- 1.51% |
$1.55M - $1.93M
|
449K
$127M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.89K- 0.38% |
$1.55M - $1.93M
|
1.82M
$517M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.95K- 5.45% |
$1.57M - $1.95M
|
120K
$34.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-7.01K- 6.78% |
$1.58M - $1.96M
|
96.3K
$27.3M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-7.03K- 23.66% |
$1.58M - $1.97M
|
22.7K
$6.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Wilsey Asset Management Inc
|
SELL
|
- |
-7.07K- 4.67% |
$1.59M - $1.98M
|
144K
$40.8M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-7.13K- 3.69% |
$1.61M - $2M
|
186K
$52.7M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.13K- 17.36% |
$1.61M - $2M
|
33.9K
$9.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7.13K- 96.9% |
$1.61M - $2M
|
228
$64.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-7.25K- 19.6% |
$1.63M - $2.03M
|
29.7K
$8.42M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-7.25K- 0.88% |
$1.63M - $2.03M
|
820K
$232M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.33K- 1.94% |
$1.65M - $2.05M
|
370K
$105M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-7.35K- 51.23% |
$1.66M - $2.06M
|
7K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7.36K- 18.18% |
$1.66M - $2.06M
|
33.1K
$9.38M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-7.38K- 52.93% |
$1.66M - $2.07M
|
6.56K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-7.43K- 1.93% |
$1.67M - $2.08M
|
378K
$107M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.47K- 34.07% |
$1.68M - $2.09M
|
14.5K
$4.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.48K- 1.2% |
$1.68M - $2.09M
|
614K
$174M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-7.48K- 26.27% |
$1.68M - $2.09M
|
21K
$5.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-7.57K- 7.0% |
$1.71M - $2.12M
|
101K
$28.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.6K- 1.95% |
$1.71M - $2.13M
|
382K
$108M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7.64K- 4.44% |
$1.72M - $2.14M
|
164K
$46.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-7.68K- 20.05% |
$1.73M - $2.15M
|
30.6K
$8.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-7.72K- 7.53% |
$1.74M - $2.16M
|
94.7K
$26.8M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-7.88K- 19.02% |
$1.78M - $2.21M
|
33.6K
$9.51M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.94K- 11.53% |
$1.79M - $2.22M
|
60.9K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-8.1K- 17.06% |
$1.82M - $2.27M
|
39.4K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-8.11K- 1.89% |
$1.83M - $2.27M
|
421K
$119M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-8.21K- 8.33% |
$1.85M - $2.3M
|
90.3K
$25.6M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-8.28K- 9.8% |
$1.87M - $2.32M
|
76.3K
$21.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.32K- 0.88% |
$1.87M - $2.33M
|
941K
$266M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8.36K- 4.58% |
$1.88M - $2.34M
|
174K
$49.3M
|
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-8.36K- 3.6% |
$1.88M - $2.34M
|
224K
$63.4M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-8.36K- 83.69% |
$1.88M - $2.34M
|
1.63K
$461K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.42K- 23.94% |
$1.9M - $2.36M
|
26.8K
$7.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.5K- 56.47% |
$1.91M - $2.38M
|
6.55K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.51K- 1.57% |
$1.92M - $2.38M
|
532K
$151M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.56K- 16.69% |
$1.93M - $2.4M
|
42.7K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-8.58K- 2.38% |
$1.93M - $2.4M
|
352K
$99.8M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.59K- 4.47% |
$1.94M - $2.41M
|
184K
$52.1M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-8.64K- 1.24% |
$1.94M - $2.42M
|
690K
$195M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-8.64K- 65.25% |
$1.95M - $2.42M
|
4.6K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-8.72K- 22.99% |
$1.96M - $2.44M
|
29.2K
$8.27M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-8.8K- 19.44% |
$1.98M - $2.46M
|
36.5K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-8.85K- 3.86% |
$1.99M - $2.48M
|
221K
$62.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8.87K- 16.99% |
$2M - $2.48M
|
43.3K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-8.9K- 85.92% |
$2M - $2.49M
|
1.46K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8.93K- 1.87% |
$2.01M - $2.5M
|
468K
$133M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-9.01K- 26.24% |
$2.03M - $2.52M
|
25.3K
$7.17M
|