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
|
Narwhal Capital Management
|
BUY
|
- |
4.82K+ 3.83% |
$1.08M - $1.35M
|
131K
$37M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.81K+ 12.66% |
$1.08M - $1.35M
|
42.8K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.79K+ 4.33% |
$1.08M - $1.34M
|
115K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.74KNew |
$1.07M - $1.33M
|
4.74K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
4.73K+ 11.26% |
$1.06M - $1.32M
|
46.7K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.72K+ 0.26% |
$1.06M - $1.32M
|
1.81M
$512M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.7KNew |
$1.06M - $1.32M
|
4.7K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.7KNew |
$1.06M - $1.31M
|
4.7K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.65K+ 24.76% |
$1.05M - $1.3M
|
23.4K
$6.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.63K+ 32.62% |
$1.04M - $1.3M
|
18.8K
$5.33M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.62K+ 1.87% |
$1.04M - $1.29M
|
252K
$71.3M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.6K+ 27.27% |
$1.03M - $1.29M
|
21.5K
$6.07M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
4.56K+ 3.18% |
$1.03M - $1.28M
|
148K
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.53K+ 18.26% |
$1.02M - $1.27M
|
29.3K
$8.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.5K+ 185.06% |
$1.01M - $1.26M
|
6.92K
$1.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.46K+ 0.82% |
$1M - $1.25M
|
545K
$154M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.45K+ 1.3% |
$1M - $1.24M
|
347K
$98.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.42K+ 18.27% |
$996K - $1.24M
|
28.6K
$8.1M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.42K+ 28.49% |
$996K - $1.24M
|
19.9K
$5.65M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.42K+ 52.69% |
$995K - $1.24M
|
12.8K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.42K+ 2.24% |
$995K - $1.24M
|
202K
$57.2M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
4.41K+ 0.72% |
$992K - $1.23M
|
614K
$174M
|
|
|
May 13, 2025
Q1 2025
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
4.4K+ 53.01% |
$991K - $1.23M
|
12.7K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
4.4K+ 478.45% |
$990K - $1.23M
|
5.32K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.38K+ 2.32% |
$987K - $1.23M
|
193K
$54.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.37K+ 20.88% |
$984K - $1.22M
|
25.3K
$7.16M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.37K+ 20.9% |
$983K - $1.22M
|
25.3K
$7.15M
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
4.36K+ 2.16% |
$982K - $1.22M
|
206K
$58.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.32K+ 1.41% |
$972K - $1.21M
|
311K
$88M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.31K+ 2.67% |
$971K - $1.21M
|
166K
$47M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
4.31K+ 23.6% |
$971K - $1.21M
|
22.6K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.29KNew |
$966K - $1.2M
|
4.29K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
4.28KNew |
$964K - $1.2M
|
4.28K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.26K+ 4.3% |
$959K - $1.19M
|
103K
$29.2M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.24K+ 5.01% |
$956K - $1.19M
|
89K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4.23K+ 3.83% |
$951K - $1.18M
|
114K
$32.4M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
4.16KNew |
$936K - $1.16M
|
4.16K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 13.54% |
$927K - $1.15M
|
34.5K
$9.78M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
4.11K+ 9.93% |
$925K - $1.15M
|
45.5K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.1K+ 4.32% |
$924K - $1.15M
|
99.2K
$28.1M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
4.09K+ 11.2% |
$920K - $1.14M
|
40.6K
$11.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
4KNew |
$902K - $1.12M
|
4K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.98K+ 55.18% |
$896K - $1.11M
|
11.2K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.96K+ 4.77% |
$892K - $1.11M
|
87K
$24.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.95K+ 832.21% |
$890K - $1.11M
|
4.43K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.95K+ 1.84% |
$890K - $1.11M
|
219K
$61.9M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
3.94KNew |
$887K - $1.1M
|
3.94K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.93K+ 2.17% |
$886K - $1.1M
|
185K
$52.5M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
3.93KNew |
$886K - $1.1M
|
3.93K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.91K+ 265.18% |
$881K - $1.1M
|
5.39K
$1.53M
|