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
|
Veery Capital, LLC
|
BUY
|
- |
78+ 2.91% |
$17.6K - $21.8K
|
2.75K
$798K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
78+ 2.73% |
$17.6K - $21.8K
|
2.94K
$851K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
78+ 0.64% |
$17.6K - $21.8K
|
12.3K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
78+ 0.51% |
$17.6K - $21.8K
|
15.2K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
78+ 0.85% |
$17.6K - $21.8K
|
9.3K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
77+ 0.3% |
$17.3K - $21.6K
|
25.7K
$7.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
77+ 3.38% |
$17.3K - $21.6K
|
2.35K
$682K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
76+ 0.68% |
$17.1K - $21.3K
|
11.2K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
76+ 0.74% |
$17.1K - $21.3K
|
10.3K
$2.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
75+ 1.24% |
$16.9K - $21K
|
6.13K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
75+ 3.46% |
$16.9K - $21K
|
2.25K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
74+ 0.5% |
$16.7K - $20.7K
|
14.9K
$4.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
74+ 1.61% |
$16.7K - $20.7K
|
4.68K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
74+ 0.57% |
$16.7K - $20.7K
|
13.1K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
73+ 2.3% |
$16.4K - $20.4K
|
3.24K
$940K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
73+ 6.66% |
$16.4K - $20.4K
|
1.17K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
72+ 0.69% |
$16.2K - $20.2K
|
10.5K
$3.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
72+ 29.15% |
$16.2K - $20.2K
|
319
$92.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
72+ 1.43% |
$16.2K - $20.2K
|
5.12K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
72+ 0.29% |
$16.2K - $20.2K
|
25K
$7.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
71+ 3.43% |
$16K - $19.9K
|
2.14K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
70+ 0.71% |
$15.8K - $19.6K
|
9.88K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
70+ 0.63% |
$15.8K - $19.6K
|
11.2K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
69+ 2.01% |
$15.5K - $19.3K
|
3.51K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
69+ 3.38% |
$15.5K - $19.3K
|
2.11K
$612K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
69+ 1.43% |
$15.5K - $19.3K
|
4.9K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
69New |
$15.5K - $19.3K
|
69
$20K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
69+ 5.37% |
$15.5K - $19.3K
|
1.36K
$393K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
69+ 6.36% |
$15.5K - $19.3K
|
1.15K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
69+ 0.13% |
$15.5K - $19.3K
|
53.7K
$15.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
68+ 1.0% |
$15.3K - $19K
|
6.87K
$1.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
68+ 7.82% |
$15.3K - $19K
|
938
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
68+ 1.5% |
$15.3K - $19K
|
4.6K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67+ 0.61% |
$15.1K - $18.8K
|
11.1K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
67+ 7.13% |
$15.1K - $18.8K
|
1.01K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
67+ 2.34% |
$15.1K - $18.8K
|
2.93K
$850K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
66+ 0.11% |
$14.9K - $18.5K
|
62.5K
$18.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
65+ 0.57% |
$14.6K - $18.2K
|
11.6K
$3.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
64+ 2.8% |
$14.4K - $17.9K
|
2.35K
$681K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
64+ 2.66% |
$14.4K - $17.9K
|
2.47K
$717K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
64+ 0.95% |
$14.4K - $17.9K
|
6.81K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
63+ 0.94% |
$14.2K - $17.6K
|
6.79K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
62+ 0.23% |
$14K - $17.4K
|
26.7K
$7.74M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
62+ 0.21% |
$14K - $17.4K
|
30K
$8.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
61+ 0.82% |
$13.7K - $17.1K
|
7.52K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
61+ 0.22% |
$13.7K - $17.1K
|
27.7K
$8.03M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
61+ 0.68% |
$13.7K - $17.1K
|
9.1K
$2.64M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
61+ 2.31% |
$13.7K - $17.1K
|
2.71K
$785K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
60+ 1.33% |
$13.5K - $16.8K
|
4.57K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
59+ 0.24% |
$13.3K - $16.5K
|
25K
$7.26M
|