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 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200+ 10.19% |
$45K - $56K
|
2.16K
$627K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
199+ 2.22% |
$44.8K - $55.7K
|
9.18K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
199+ 13.22% |
$44.8K - $55.7K
|
1.7K
$494K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
198+ 13.86% |
$44.6K - $55.4K
|
1.63K
$472K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
198+ 1.71% |
$44.6K - $55.4K
|
11.7K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
198+ 4.19% |
$44.6K - $55.4K
|
4.92K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
196+ 20.99% |
$44.1K - $54.9K
|
1.13K
$328K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
195+ 0.19% |
$43.9K - $54.6K
|
102K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
195+ 5.99% |
$43.9K - $54.6K
|
3.45K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
BUY
|
- |
194+ 0.34% |
$43.7K - $54.3K
|
57.7K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
194+ 3.51% |
$43.7K - $54.3K
|
5.73K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
193+ 0.79% |
$43.5K - $54K
|
24.6K
$7.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
192+ 5.86% |
$43.2K - $53.8K
|
3.47K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
192+ 15.7% |
$43.2K - $53.8K
|
1.42K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
190+ 5.42% |
$42.8K - $53.2K
|
3.7K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
190+ 3.38% |
$42.8K - $53.2K
|
5.8K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
189+ 5.8% |
$42.6K - $52.9K
|
3.45K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
189+ 17.39% |
$42.6K - $52.9K
|
1.28K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
187+ 7.21% |
$42.1K - $52.4K
|
2.78K
$806K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
186+ 2.83% |
$41.9K - $52.1K
|
6.76K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
185+ 4.89% |
$41.7K - $51.8K
|
3.97K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
185+ 7.42% |
$41.7K - $51.8K
|
2.68K
$777K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
184+ 0.8% |
$41.4K - $51.5K
|
23.3K
$6.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
182+ 2.6% |
$41K - $51K
|
7.18K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
180+ 4.03% |
$40.5K - $50.4K
|
4.65K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
179+ 1.49% |
$40.3K - $50.1K
|
12.2K
$3.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
179+ 1.1% |
$40.3K - $50.1K
|
16.4K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
179+ 5.72% |
$40.3K - $50.1K
|
3.31K
$958K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
179+ 1.46% |
$40.3K - $50.1K
|
12.5K
$3.62M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
177+ 0.92% |
$39.9K - $49.6K
|
19.4K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
177+ 3.6% |
$39.9K - $49.6K
|
5.09K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
177+ 4.35% |
$39.9K - $49.6K
|
4.24K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
175+ 3.98% |
$39.4K - $49K
|
4.57K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
175+ 83.73% |
$39.4K - $49K
|
384
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
175+ 20.78% |
$39.4K - $49K
|
1.02K
$295K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
174+ 4.73% |
$39.2K - $48.7K
|
3.86K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
174+ 1.22% |
$39.2K - $48.7K
|
14.4K
$4.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
174+ 3.05% |
$39.2K - $48.7K
|
5.89K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
174+ 1.23% |
$39.2K - $48.7K
|
14.3K
$4.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
172+ 1.52% |
$38.7K - $48.2K
|
11.5K
$3.32M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
172+ 15.34% |
$38.7K - $48.2K
|
1.29K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
171+ 0.32% |
$38.5K - $47.9K
|
52.9K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
170+ 2.81% |
$38.3K - $47.6K
|
6.22K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
169+ 8.7% |
$38.1K - $47.3K
|
2.11K
$612K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
168+ 2.3% |
$37.8K - $47K
|
7.47K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
168+ 0.22% |
$37.8K - $47K
|
76.1K
$22.1M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
168+ 2.26% |
$37.8K - $47K
|
7.59K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
166+ 13.88% |
$37.4K - $46.5K
|
1.36K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
166+ 1.7% |
$37.4K - $46.5K
|
9.93K
$2.88M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
165+ 1.74% |
$37.2K - $46.2K
|
9.64K
$2.79M
|