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 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
2.54K+ 73.87% |
$572K - $711K
|
5.98K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.53K+ 34.76% |
$570K - $708K
|
9.8K
$2.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 21.28% |
$569K - $707K
|
14.4K
$4.08M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
2.52K+ 172.22% |
$568K - $706K
|
3.99K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.5KNew |
$563K - $700K
|
2.5K
$708K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.47KNew |
$556K - $691K
|
2.47K
$699K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
2.46K+ 2.6% |
$554K - $688K
|
97K
$27.5M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
2.44K+ 1.4% |
$549K - $683K
|
177K
$50M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.42K+ 23.0% |
$546K - $679K
|
13K
$3.67M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.42K+ 8.05% |
$544K - $677K
|
32.4K
$9.19M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.41KNew |
$542K - $674K
|
2.41K
$682K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.4K+ 2.73% |
$540K - $672K
|
90.1K
$25.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.39K+ 0.74% |
$538K - $669K
|
323K
$91.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.39K+ 9.16% |
$538K - $668K
|
28.4K
$8.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.37K+ 64.24% |
$534K - $664K
|
6.07K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.37KNew |
$533K - $662K
|
2.37K
$670K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.36K+ 26.8% |
$532K - $662K
|
11.2K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
2.33KNew |
$525K - $653K
|
2.33K
$660K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.33K+ 5.53% |
$525K - $652K
|
44.5K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.33K+ 149.52% |
$524K - $651K
|
3.88K
$1.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.32K+ 9.16% |
$521K - $648K
|
27.6K
$7.81M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.31K+ 5.29% |
$520K - $646K
|
46K
$13M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.29K+ 17.5% |
$516K - $642K
|
15.4K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
2.29KNew |
$515K - $641K
|
2.29K
$648K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.28K+ 46.31% |
$514K - $639K
|
7.21K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.28K+ 3.4% |
$513K - $638K
|
69.2K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.26K+ 25.88% |
$510K - $634K
|
11K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.26K+ 94.16% |
$508K - $632K
|
4.65K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.26K+ 9.41% |
$508K - $632K
|
26.2K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
2.25K+ 34.13% |
$507K - $631K
|
8.85K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.24KNew |
$504K - $627K
|
2.24K
$634K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.24K+ 13.34% |
$504K - $626K
|
19K
$5.38M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.23K+ 17.59% |
$502K - $624K
|
14.9K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.21KNew |
$497K - $618K
|
2.21K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.2KNew |
$495K - $616K
|
2.2K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.19K+ 11.21% |
$494K - $614K
|
21.8K
$6.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.19K+ 4.49% |
$493K - $613K
|
50.9K
$14.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$491K - $611K
|
2.18K
$618K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.18K+ 30.79% |
$490K - $609K
|
9.24K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.17K+ 22.49% |
$489K - $608K
|
11.8K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.15K+ 4.57% |
$485K - $603K
|
49.3K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.14K+ 74.54% |
$482K - $599K
|
5.01K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.14KNew |
$481K - $599K
|
2.14K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.13K+ 229.98% |
$479K - $595K
|
3.05K
$863K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
2.12K+ 1.7% |
$478K - $594K
|
127K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.12K+ 13.48% |
$477K - $593K
|
17.8K
$5.05M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.11K+ 73.86% |
$475K - $591K
|
4.97K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
2.11KNew |
$475K - $590K
|
2.11K
$597K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 5.38% |
$474K - $590K
|
41.3K
$11.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.1K+ 4.24% |
$473K - $588K
|
51.6K
$14.6M
|