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
|
Apella Capital, LLC
|
BUY
|
- |
3.09K+ 32.15% |
$696K - $865K
|
12.7K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
3.08K+ 1.7% |
$694K - $863K
|
185K
$53.5M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.06KNew |
$688K - $856K
|
3.06K
$886K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.06K+ 64.44% |
$688K - $856K
|
7.8K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.05K+ 18.75% |
$686K - $853K
|
19.3K
$5.59M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.03K+ 163.13% |
$683K - $849K
|
4.89K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.03K+ 6.93% |
$682K - $848K
|
46.8K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
3K+ 42.86% |
$676K - $840K
|
10K
$2.9M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
3K+ 9.58% |
$675K - $840K
|
34.3K
$9.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.97K+ 24.78% |
$668K - $830K
|
14.9K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.96K+ 152.03% |
$667K - $829K
|
4.91K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.95K+ 11.97% |
$664K - $826K
|
27.6K
$8M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.95K+ 2.2% |
$664K - $826K
|
137K
$39.8M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.95K+ 677.01% |
$663K - $824K
|
3.38K
$980K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.9K+ 9.39% |
$653K - $812K
|
33.8K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.88K+ 16.05% |
$649K - $807K
|
20.9K
$6.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.87K+ 35.88% |
$647K - $804K
|
10.9K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.87K+ 0.63% |
$646K - $803K
|
460K
$133M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 2.59% |
$645K - $801K
|
113K
$32.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
2.86K+ 5.14% |
$644K - $801K
|
58.6K
$17M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.86K+ 25.87% |
$644K - $801K
|
13.9K
$4.03M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.86K+ 4.26% |
$643K - $799K
|
69.9K
$20.3M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.85K+ 350.62% |
$641K - $797K
|
3.66K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.81KNew |
$633K - $787K
|
2.81K
$815K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.81K+ 9.89% |
$632K - $786K
|
31.2K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.8K+ 7.8% |
$631K - $784K
|
38.7K
$11.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
2.77K+ 5.05% |
$623K - $774K
|
57.5K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.77K+ 9.45% |
$623K - $774K
|
32K
$9.28M
|
|
|
May 15, 2025
Q1 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
2.74K+ 7.31% |
$618K - $768K
|
40.3K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 1.6% |
$617K - $768K
|
175K
$50.6M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.73K+ 0.35% |
$615K - $765K
|
787K
$228M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.73KNew |
$615K - $764K
|
2.73K
$791K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.72K+ 61.01% |
$612K - $761K
|
7.17K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.72K+ 236.14% |
$612K - $761K
|
3.87K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.71K+ 14.85% |
$609K - $757K
|
20.9K
$6.06M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.68K+ 5.35% |
$604K - $751K
|
52.8K
$15.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.66K+ 32.46% |
$599K - $745K
|
10.9K
$3.15M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.66KNew |
$599K - $745K
|
2.66K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2.65K+ 73.41% |
$596K - $741K
|
6.25K
$1.81M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.65K+ 0.6% |
$596K - $741K
|
445K
$129M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.64K+ 5.92% |
$595K - $740K
|
47.3K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.62K+ 33.42% |
$590K - $733K
|
10.5K
$3.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.61KNew |
$588K - $730K
|
2.61K
$756K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.6K+ 18.32% |
$585K - $727K
|
16.8K
$4.87M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.59K+ 52.79% |
$583K - $725K
|
7.5K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.59K+ 2.23% |
$583K - $725K
|
119K
$34.5M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.59K+ 5.53% |
$583K - $725K
|
49.4K
$14.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.58K+ 0.75% |
$581K - $722K
|
345K
$99.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.57K+ 22.59% |
$579K - $719K
|
13.9K
$4.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.56K+ 3.67% |
$575K - $715K
|
72.2K
$20.9M
|