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 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
367+ 5.08% |
$82.6K - $103K
|
7.59K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
365+ 8.72% |
$82.2K - $102K
|
4.55K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
361+ 3.69% |
$81.3K - $101K
|
10.2K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
361+ 13.17% |
$81.3K - $101K
|
3.1K
$899K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
360+ 14.75% |
$81.1K - $101K
|
2.8K
$812K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
360+ 12.55% |
$81.1K - $101K
|
3.23K
$936K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
358+ 1.95% |
$80.6K - $100K
|
18.7K
$5.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
358+ 3.93% |
$80.6K - $100K
|
9.47K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
357+ 4.35% |
$80.4K - $99.9K
|
8.56K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
354+ 4.5% |
$79.7K - $99.1K
|
8.22K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
354+ 0.12% |
$79.7K - $99.1K
|
302K
$87.5M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
352+ 17.04% |
$79.3K - $98.5K
|
2.42K
$701K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
351+ 1.42% |
$79K - $98.3K
|
25.1K
$7.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
351+ 13.32% |
$79K - $98.3K
|
2.99K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
351+ 2.68% |
$79K - $98.3K
|
13.5K
$3.9M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
350+ 1.94% |
$78.8K - $98K
|
18.4K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
350+ 0.97% |
$78.8K - $98K
|
36.4K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
349+ 3.78% |
$78.6K - $97.7K
|
9.58K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
347+ 1.7% |
$78.1K - $97.1K
|
20.8K
$6.02M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
347+ 2.43% |
$78.1K - $97.1K
|
14.6K
$4.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
345+ 2.42% |
$77.7K - $96.6K
|
14.6K
$4.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
345+ 2.51% |
$77.7K - $96.6K
|
14.1K
$4.09M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
BUY
|
- |
344+ 10.27% |
$77.5K - $96.3K
|
3.69K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
343+ 8.05% |
$77.2K - $96K
|
4.61K
$1.33M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
343+ 3.4% |
$77.2K - $96K
|
10.4K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
342+ 6.16% |
$77K - $95.7K
|
5.89K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
342+ 38.91% |
$77K - $95.7K
|
1.22K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
341+ 8.87% |
$76.8K - $95.5K
|
4.19K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
340+ 3.06% |
$76.6K - $95.2K
|
11.5K
$3.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
339+ 7.54% |
$76.3K - $94.9K
|
4.83K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
334+ 6.35% |
$75.2K - $93.5K
|
5.59K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
332+ 0.57% |
$74.8K - $92.9K
|
59.1K
$17.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
330+ 0.43% |
$74.3K - $92.4K
|
77.5K
$22.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
330+ 6.6% |
$74.3K - $92.4K
|
5.33K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
330+ 33.57% |
$74.3K - $92.4K
|
1.31K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
330+ 7.66% |
$74.3K - $92.4K
|
4.64K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
328+ 4.06% |
$73.9K - $91.8K
|
8.42K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
328+ 2.86% |
$73.9K - $91.8K
|
11.8K
$3.42M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
326+ 12.61% |
$73.4K - $91.3K
|
2.91K
$844K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
325+ 10.22% |
$73.2K - $91K
|
3.51K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
324+ 4.04% |
$73K - $90.7K
|
8.33K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
323+ 0.49% |
$72.7K - $90.4K
|
66.4K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
322+ 14.05% |
$72.5K - $90.1K
|
2.61K
$758K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
321+ 0.26% |
$72.3K - $89.9K
|
126K
$36.4M
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
320+ 28.85% |
$72.1K - $89.6K
|
1.43K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
319+ 1.24% |
$71.8K - $89.3K
|
26K
$7.55M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
319+ 15.95% |
$71.8K - $89.3K
|
2.32K
$672K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
315+ 10.98% |
$70.9K - $88.2K
|
3.18K
$923K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
315+ 0.5% |
$70.9K - $88.2K
|
63.1K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
315+ 6.93% |
$70.9K - $88.2K
|
4.86K
$1.41M
|