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 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
46+ 2.01% |
$10.4K - $12.9K
|
2.33K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
46+ 1.43% |
$10.4K - $12.9K
|
3.27K
$947K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
46+ 0.81% |
$10.4K - $12.9K
|
5.74K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
45+ 0.62% |
$10.1K - $12.6K
|
7.32K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
45+ 0.28% |
$10.1K - $12.6K
|
16.1K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
45+ 2.04% |
$10.1K - $12.6K
|
2.25K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
45+ 0.04% |
$10.1K - $12.6K
|
118K
$34.2M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
44+ 1.42% |
$9.91K - $12.3K
|
3.14K
$910K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
44+ 2.34% |
$9.91K - $12.3K
|
1.93K
$558K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
44+ 0.74% |
$9.91K - $12.3K
|
6.01K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
44+ 4.17% |
$9.91K - $12.3K
|
1.1K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
43+ 4.37% |
$9.68K - $12K
|
1.03K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
43+ 3.44% |
$9.68K - $12K
|
1.29K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
42+ 0.25% |
$9.46K - $11.8K
|
16.6K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
42+ 2.4% |
$9.46K - $11.8K
|
1.79K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
42+ 0.92% |
$9.46K - $11.8K
|
4.61K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
41+ 0.86% |
$9.23K - $11.5K
|
4.8K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
41+ 1.61% |
$9.23K - $11.5K
|
2.6K
$752K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
41+ 1.69% |
$9.23K - $11.5K
|
2.47K
$716K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
41+ 1.04% |
$9.23K - $11.5K
|
3.97K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
41+ 0.82% |
$9.23K - $11.5K
|
5.04K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
41+ 0.33% |
$9.23K - $11.5K
|
12.4K
$3.6M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40+ 0.43% |
$9.01K - $11.2K
|
9.31K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
40+ 0.7% |
$9.01K - $11.2K
|
5.76K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
40+ 1.83% |
$9.01K - $11.2K
|
2.23K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
40+ 1.43% |
$9.01K - $11.2K
|
2.84K
$823K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
39+ 0.33% |
$8.78K - $10.9K
|
12K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
39+ 0.4% |
$8.78K - $10.9K
|
9.73K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
39+ 0.15% |
$8.78K - $10.9K
|
26.1K
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
39+ 0.45% |
$8.78K - $10.9K
|
8.69K
$2.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
38+ 1.23% |
$8.56K - $10.6K
|
3.13K
$907K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
38+ 2.47% |
$8.56K - $10.6K
|
1.58K
$457K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
38+ 0.88% |
$8.56K - $10.6K
|
4.36K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
38+ 2.27% |
$8.56K - $10.6K
|
1.71K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
38+ 0.26% |
$8.56K - $10.6K
|
14.4K
$4.17M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 0.37% |
$8.56K - $10.6K
|
10.3K
$3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
38+ 0.08% |
$8.56K - $10.6K
|
49.1K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
38+ 0.25% |
$8.56K - $10.6K
|
15.2K
$4.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
37+ 0.4% |
$8.33K - $10.4K
|
9.34K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
37+ 1.0% |
$8.33K - $10.4K
|
3.74K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
37+ 1.1% |
$8.33K - $10.4K
|
3.39K
$983K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
37+ 0.34% |
$8.33K - $10.4K
|
10.9K
$3.17M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
37+ 0.27% |
$8.33K - $10.4K
|
14K
$4.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
36+ 0.68% |
$8.11K - $10.1K
|
5.34K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
36+ 1.15% |
$8.11K - $10.1K
|
3.17K
$918K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
36+ 1.79% |
$8.11K - $10.1K
|
2.05K
$593K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
36+ 1.21% |
$8.11K - $10.1K
|
3K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 2.11% |
$8.11K - $10.1K
|
1.74K
$504K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
35+ 0.46% |
$7.88K - $9.8K
|
7.59K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
35+ 2.47% |
$7.88K - $9.8K
|
1.45K
$421K
|