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 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.88KNew |
$874K - $1.09M
|
3.88K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3.86K+ 4.04% |
$868K - $1.08M
|
99.3K
$28.1M
|
|
|
May 12, 2025
Q1 2025
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.85K+ 14.08% |
$867K - $1.08M
|
31.2K
$8.83M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.81K+ 19.36% |
$859K - $1.07M
|
23.5K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
3.8KNew |
$856K - $1.06M
|
3.8K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 62.46% |
$854K - $1.06M
|
9.86K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.73KNew |
$841K - $1.05M
|
3.73K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.71K+ 0.65% |
$836K - $1.04M
|
579K
$164M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.67K+ 27.47% |
$826K - $1.03M
|
17K
$4.82M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.67KNew |
$826K - $1.03M
|
3.67K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.64K+ 4.47% |
$819K - $1.02M
|
85K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
3.61K+ 4.73% |
$812K - $1.01M
|
79.8K
$22.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.58K+ 23.02% |
$805K - $1M
|
19.1K
$5.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.56K+ 19.88% |
$802K - $997K
|
21.5K
$6.08M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.56KNew |
$801K - $996K
|
3.56K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.56K+ 0.97% |
$801K - $996K
|
371K
$105M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.52KNew |
$794K - $987K
|
3.52K
$998K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.51K+ 92.52% |
$791K - $983K
|
7.31K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 68.36% |
$784K - $975K
|
8.57K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
3.47K+ 4.35% |
$782K - $973K
|
83.3K
$23.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.46K+ 1.14% |
$779K - $968K
|
308K
$87.2M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
3.45K+ 126.95% |
$778K - $967K
|
6.17K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.44K+ 30.54% |
$775K - $964K
|
14.7K
$4.17M
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
3.43KNew |
$773K - $961K
|
3.43K
$972K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.41K+ 36.1% |
$768K - $955K
|
12.9K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
3.41K+ 7.56% |
$768K - $955K
|
48.5K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.4K+ 0.13% |
$765K - $951K
|
2.61M
$738M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 178.03% |
$765K - $950K
|
5.3K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
3.36K+ 4.63% |
$756K - $940K
|
75.9K
$21.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.36K+ 6.14% |
$756K - $940K
|
58K
$16.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
3.35K+ 31.99% |
$753K - $936K
|
13.8K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.33K+ 0.24% |
$751K - $933K
|
1.39M
$394M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.3K+ 3.39% |
$742K - $923K
|
101K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
3.29KNew |
$742K - $922K
|
3.29K
$932K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.29K+ 4.43% |
$740K - $920K
|
77.4K
$21.9M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
3.28KNew |
$739K - $919K
|
3.28K
$930K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.24K+ 13.15% |
$729K - $906K
|
27.9K
$7.89M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
3.22KNew |
$725K - $901K
|
3.22K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 6.51% |
$723K - $898K
|
52.5K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.21K+ 3.41% |
$722K - $898K
|
97.3K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.2K+ 1.79% |
$720K - $895K
|
181K
$51.4M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.17KNew |
$713K - $886K
|
3.17K
$896K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.15K+ 15.63% |
$710K - $883K
|
23.3K
$6.61M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 5.01% |
$708K - $880K
|
66K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
3.14K+ 9.09% |
$707K - $878K
|
37.7K
$10.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.12K+ 9.98% |
$703K - $874K
|
34.4K
$9.74M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.12K+ 81.36% |
$703K - $874K
|
6.96K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.11K+ 23.56% |
$701K - $871K
|
16.3K
$4.62M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3.09K+ 6.23% |
$696K - $865K
|
52.7K
$14.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.09K+ 32.15% |
$696K - $865K
|
12.7K
$3.59M
|