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 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
137+ 0.87% |
$30.9K - $38.4K
|
15.9K
$4.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
137+ 1.79% |
$30.9K - $38.4K
|
7.79K
$2.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
137+ 1.08% |
$30.9K - $38.4K
|
12.9K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
137+ 0.44% |
$30.9K - $38.4K
|
31.2K
$9.04M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
137+ 3.67% |
$30.9K - $38.4K
|
3.88K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
136+ 7.19% |
$30.6K - $38.1K
|
2.03K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
136+ 0.03% |
$30.6K - $38.1K
|
409K
$119M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
136+ 4.33% |
$30.6K - $38.1K
|
3.28K
$950K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
135New |
$30.4K - $37.8K
|
135
$39.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
135+ 0.68% |
$30.4K - $37.8K
|
19.9K
$5.78M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
135+ 14.55% |
$30.4K - $37.8K
|
1.06K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
135+ 4.55% |
$30.4K - $37.8K
|
3.1K
$899K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
135+ 0.67% |
$30.4K - $37.8K
|
20.3K
$5.87M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
135+ 1.31% |
$30.4K - $37.8K
|
10.5K
$3.03M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
135+ 2.81% |
$30.4K - $37.8K
|
4.93K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
134+ 6.64% |
$30.2K - $37.5K
|
2.15K
$624K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
133+ 12.63% |
$30K - $37.2K
|
1.19K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
133+ 0.59% |
$30K - $37.2K
|
22.5K
$6.53M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
133+ 13.7% |
$30K - $37.2K
|
1.1K
$320K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
133+ 51.35% |
$30K - $37.2K
|
392
$114K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
132+ 1.63% |
$29.7K - $37K
|
8.24K
$2.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
131+ 5.55% |
$29.5K - $36.7K
|
2.49K
$722K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
130+ 4.98% |
$29.3K - $36.4K
|
2.74K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
130+ 6.35% |
$29.3K - $36.4K
|
2.18K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
129+ 14.88% |
$29K - $36.1K
|
996
$289K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
129+ 1.53% |
$29K - $36.1K
|
8.54K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
129+ 0.9% |
$29K - $36.1K
|
14.4K
$4.17M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
127+ 11.18% |
$28.6K - $35.6K
|
1.26K
$366K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
127+ 0.2% |
$28.6K - $35.6K
|
64.1K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
127+ 0.2% |
$28.6K - $35.6K
|
63.8K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
126+ 2.5% |
$28.4K - $35.3K
|
5.16K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
125New |
$28.1K - $35K
|
125
$36.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
124+ 0.82% |
$27.9K - $34.7K
|
15.3K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
123+ 5.56% |
$27.7K - $34.4K
|
2.34K
$677K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
122+ 0.66% |
$27.5K - $34.2K
|
18.7K
$5.42M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
122+ 0.73% |
$27.5K - $34.2K
|
16.9K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
122+ 1.72% |
$27.5K - $34.2K
|
7.2K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
122+ 10.27% |
$27.5K - $34.2K
|
1.31K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
121+ 1.55% |
$27.2K - $33.9K
|
7.93K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
121+ 9.61% |
$27.2K - $33.9K
|
1.38K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
121+ 0.57% |
$27.2K - $33.9K
|
21.5K
$6.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
119+ 4.58% |
$26.8K - $33.3K
|
2.72K
$789K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
119+ 0.28% |
$26.8K - $33.3K
|
43.3K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
119+ 6.34% |
$26.8K - $33.3K
|
2K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
118+ 1.57% |
$26.6K - $33K
|
7.63K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
BUY
|
- |
118+ 0.4% |
$26.6K - $33K
|
29.9K
$8.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
117+ 0.46% |
$26.3K - $32.8K
|
25.5K
$7.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
117+ 2.51% |
$26.3K - $32.8K
|
4.78K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
117+ 13.09% |
$26.3K - $32.8K
|
1.01K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
117+ 0.08% |
$26.3K - $32.8K
|
139K
$40.4M
|