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 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-12.9K- 3.56% |
$2.9M - $3.6M
|
348K
$98.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-12.9K- 7.51% |
$2.9M - $3.6M
|
158K
$44.9M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-13K- 10.0% |
$2.92M - $3.63M
|
117K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.1K- 3.35% |
$2.95M - $3.66M
|
377K
$107M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-13.1K- 24.84% |
$2.95M - $3.67M
|
39.7K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-13.1K- 0.86% |
$2.95M - $3.67M
|
1.51M
$427M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-13.2K- 5.14% |
$2.98M - $3.71M
|
245K
$69.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-13.3K- 11.36% |
$3.01M - $3.74M
|
104K
$29.5M
|
|
|
May 13, 2025
Q1 2025
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-13.4K- 72.83% |
$3.02M - $3.75M
|
5K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-13.6K- 31.35% |
$3.06M - $3.81M
|
29.8K
$8.44M
|
|
|
May 15, 2025
Q1 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-13.7K- 5.58% |
$3.09M - $3.84M
|
232K
$65.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.7K- 17.5% |
$3.09M - $3.85M
|
64.8K
$18.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-13.8K- 8.0% |
$3.1M - $3.85M
|
158K
$44.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-14K- 1.36% |
$3.15M - $3.92M
|
1.01M
$287M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-14.4K- 0.66% |
$3.24M - $4.02M
|
2.17M
$615M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 11.34% |
$3.24M - $4.03M
|
113K
$31.9M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-14.5K- 2.63% |
$3.26M - $4.05M
|
536K
$152M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-14.5K- 14.42% |
$3.27M - $4.07M
|
86.3K
$24.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-14.5K- 1.15% |
$3.27M - $4.07M
|
1.25M
$354M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.7K- 82.9% |
$3.3M - $4.1M
|
3.02K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-14.7K- 2.25% |
$3.3M - $4.1M
|
636K
$180M
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
SELL
|
- |
-14.7K- 19.24% |
$3.31M - $4.11M
|
61.6K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-14.9K- 16.93% |
$3.36M - $4.17M
|
73.2K
$20.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-15K- 40.54% |
$3.38M - $4.2M
|
22K
$6.23M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15K- 5.42% |
$3.38M - $4.2M
|
262K
$74.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-15.1K- 1.97% |
$3.4M - $4.23M
|
752K
$213M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-15.1K- 3.93% |
$3.41M - $4.24M
|
370K
$105M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.2K- 3.86% |
$3.42M - $4.25M
|
378K
$107M
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-15.3K- 17.14% |
$3.45M - $4.28M
|
74K
$20.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-15.3K- 4.89% |
$3.45M - $4.29M
|
299K
$84.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-15.5K- 4.66% |
$3.49M - $4.34M
|
318K
$89.9M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15.7K- 18.28% |
$3.53M - $4.38M
|
70K
$19.8M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-15.7K- 6.98% |
$3.54M - $4.4M
|
209K
$59.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.8K- 5.98% |
$3.55M - $4.41M
|
248K
$70.1M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-15.9K- 25.9% |
$3.59M - $4.46M
|
45.6K
$12.9M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-15.9K- 7.97% |
$3.59M - $4.46M
|
184K
$52.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-16K- 0.73% |
$3.61M - $4.49M
|
2.18M
$619M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-16.3K- 5.54% |
$3.66M - $4.55M
|
277K
$78.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-16.4K- 0.95% |
$3.69M - $4.59M
|
1.7M
$482M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16.4K- 2.66% |
$3.7M - $4.6M
|
601K
$170M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-16.5K- 17.81% |
$3.72M - $4.62M
|
76.2K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-16.6K- 29.4% |
$3.74M - $4.65M
|
39.9K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
SELL
|
- |
-16.8K- 3.23% |
$3.78M - $4.7M
|
504K
$143M
|
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
SELL
|
- |
-16.9K- 15.57% |
$3.8M - $4.73M
|
91.5K
$25.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-16.9K- 5.62% |
$3.81M - $4.74M
|
284K
$80.5M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-17K- 21.49% |
$3.83M - $4.76M
|
62.1K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17K- 56.88% |
$3.83M - $4.77M
|
12.9K
$3.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-17.2K- 2.25% |
$3.87M - $4.82M
|
747K
$211M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-17.2K- 39.26% |
$3.88M - $4.83M
|
26.7K
$7.55M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-17.2K- 10.66% |
$3.88M - $4.83M
|
145K
$40.9M
|