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 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-363- 1.22% |
$81.7K - $102K
|
29.3K
$8.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-363- 0.81% |
$81.7K - $102K
|
44.5K
$12.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-365- 3.64% |
$82.2K - $102K
|
9.66K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-365- 0.7% |
$82.2K - $102K
|
51.8K
$15M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-365- 10.33% |
$82.2K - $102K
|
3.17K
$919K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-368- 3.39% |
$82.9K - $103K
|
10.5K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-370- 2.12% |
$83.3K - $104K
|
17.1K
$4.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-371- 0.91% |
$83.5K - $104K
|
40.2K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-374- 0.5% |
$84.2K - $105K
|
74.2K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-374- 17.64% |
$84.2K - $105K
|
1.75K
$506K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-376- 0.48% |
$84.7K - $105K
|
77.9K
$22.6M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-376- 98.95% |
$84.7K - $105K
|
4
$1.16K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-378- 6.09% |
$85.1K - $106K
|
5.83K
$1.69M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-381- 4.0% |
$85.8K - $107K
|
9.15K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-383- 10.39% |
$86.2K - $107K
|
3.31K
$958K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-383- 0.24% |
$86.2K - $107K
|
157K
$45.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-384- 2.04% |
$86.5K - $108K
|
18.4K
$5.34M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-384- 0.1% |
$86.5K - $108K
|
389K
$113M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-385- 1.2% |
$86.7K - $108K
|
31.8K
$9.22M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-388- 0.94% |
$87.4K - $109K
|
40.7K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-388- 28.47% |
$87.4K - $109K
|
975
$283K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-389- 5.14% |
$87.6K - $109K
|
7.18K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-390- 0.77% |
$87.8K - $109K
|
50.4K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-391- 1.86% |
$88K - $109K
|
20.6K
$5.97M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-392- 2.1% |
$88.3K - $110K
|
18.2K
$5.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-395- 4.61% |
$89K - $111K
|
8.17K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-395- 3.2% |
$89K - $111K
|
11.9K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Dnca Finance
Paris, I0 |
SELL
|
- |
-395- 0.47% |
$89K - $111K
|
83.5K
$24.2M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-396- 1.99% |
$89.2K - $111K
|
19.5K
$5.66M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-397- 2.1% |
$89.4K - $111K
|
18.5K
$5.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-400- 0.96% |
$90.1K - $112K
|
41.1K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-400- 16.6% |
$90.1K - $112K
|
2.01K
$583K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-400- 2.17% |
$90.1K - $112K
|
18.1K
$5.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-400- 0.83% |
$90.1K - $112K
|
48K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-400- 2.15% |
$90.1K - $112K
|
18.2K
$5.27M
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
SELL
|
- |
-400- 0.71% |
$90.1K - $112K
|
55.7K
$16.2M
|
|
|
May 16, 2025
Q1 2025
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-400- 3.59% |
$90.1K - $112K
|
10.7K
$3.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-405- 6.29% |
$91.2K - $113K
|
6.03K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-408- 8.06% |
$91.9K - $114K
|
4.66K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-409- 21.48% |
$92.1K - $114K
|
1.5K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-410- 1.33% |
$92.3K - $115K
|
30.5K
$8.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-412- 16.51% |
$92.8K - $115K
|
2.08K
$604K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-417- 2.9% |
$93.9K - $117K
|
14K
$4.04M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-418- 7.79% |
$94.1K - $117K
|
4.95K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-419- 2.12% |
$94.4K - $117K
|
19.4K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-420- 11.02% |
$94.6K - $118K
|
3.39K
$983K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-422- 34.99% |
$95K - $118K
|
784
$227K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-422- 3.88% |
$95K - $118K
|
10.4K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-424- 5.81% |
$95.5K - $119K
|
6.88K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-425- 4.83% |
$95.7K - $119K
|
8.38K
$2.43M
|