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 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-243- 0.47% |
$54.7K - $68K
|
51.8K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-243- 0.06% |
$54.7K - $68K
|
401K
$116M
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-244- 0.47% |
$54.9K - $68.3K
|
52K
$15.1M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-245- 5.11% |
$55.2K - $68.6K
|
4.55K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-246- 3.94% |
$55.4K - $68.9K
|
6.01K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-246- 1.25% |
$55.4K - $68.9K
|
19.4K
$5.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-249- 6.59% |
$56.1K - $69.7K
|
3.53K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-250- 1.69% |
$56.3K - $70K
|
14.6K
$4.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-250- 63.45% |
$56.3K - $70K
|
144
$41.7K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-251- 4.0% |
$56.5K - $70.3K
|
6.02K
$1.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-252- 7.15% |
$56.7K - $70.5K
|
3.27K
$949K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-252- 1.14% |
$56.7K - $70.5K
|
21.8K
$6.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-253- 16.48% |
$57K - $70.8K
|
1.28K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-253- 15.76% |
$57K - $70.8K
|
1.35K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-254- 21.84% |
$57.2K - $71.1K
|
909
$264K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-256- 13.1% |
$57.6K - $71.7K
|
1.7K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-256- 2.42% |
$57.6K - $71.7K
|
10.3K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-257- 2.33% |
$57.9K - $71.9K
|
10.8K
$3.12M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-257- 1.14% |
$57.9K - $71.9K
|
22.2K
$6.44M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-258- 4.49% |
$58.1K - $72.2K
|
5.49K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-260- 1.57% |
$58.5K - $72.8K
|
16.4K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-260- 2.02% |
$58.5K - $72.8K
|
12.6K
$3.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-261- 1.32% |
$58.8K - $73.1K
|
19.5K
$5.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-261- 9.45% |
$58.8K - $73.1K
|
2.5K
$725K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-261- 0.71% |
$58.8K - $73.1K
|
36.3K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-262- 10.63% |
$59K - $73.3K
|
2.2K
$639K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-262- 2.57% |
$59K - $73.3K
|
9.94K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-262- 3.4% |
$59K - $73.3K
|
7.45K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-264- 9.16% |
$59.5K - $73.9K
|
2.62K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-264- 0.74% |
$59.5K - $73.9K
|
35.4K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-264- 5.94% |
$59.5K - $73.9K
|
4.18K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-265- 1.57% |
$59.7K - $74.2K
|
16.7K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-265- 0.53% |
$59.7K - $74.2K
|
49.5K
$14.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-266- 6.34% |
$59.9K - $74.5K
|
3.93K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-266- 0.84% |
$59.9K - $74.5K
|
31.3K
$9.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-267- 5.33% |
$60.1K - $74.7K
|
4.74K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-267- 63.88% |
$60.1K - $74.7K
|
151
$43.8K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-268- 0.08% |
$60.4K - $75K
|
352K
$102M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-268- 7.28% |
$60.4K - $75K
|
3.41K
$989K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-268- 0.92% |
$60.4K - $75K
|
29K
$8.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-269- 5.9% |
$60.6K - $75.3K
|
4.29K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-269- 4.2% |
$60.6K - $75.3K
|
6.13K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-270- 2.03% |
$60.8K - $75.6K
|
13K
$3.77M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-270- 2.1% |
$60.8K - $75.6K
|
12.6K
$3.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-271- 3.03% |
$61K - $75.9K
|
8.68K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-271- 5.52% |
$61K - $75.9K
|
4.64K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-271- 3.34% |
$61K - $75.9K
|
7.85K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-271- 5.13% |
$61K - $75.9K
|
5.02K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-272- 2.3% |
$61.3K - $76.1K
|
11.6K
$3.36M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-272- 1.82% |
$61.3K - $76.1K
|
14.7K
$4.26M
|