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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.09K+ 15.72% |
$470K - $584K
|
15.4K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.08K+ 44.26% |
$469K - $583K
|
6.79K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.07K+ 7.52% |
$465K - $578K
|
29.5K
$8.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.06K+ 1.78% |
$463K - $576K
|
118K
$33.4M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.06K+ 49.03% |
$463K - $575K
|
6.25K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.05K+ 2.88% |
$462K - $574K
|
73.2K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 6.06% |
$460K - $571K
|
35.7K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.04K+ 6.31% |
$458K - $570K
|
34.3K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.02KNew |
$455K - $565K
|
2.02K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2KNew |
$450K - $560K
|
2K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2K+ 33.78% |
$450K - $560K
|
7.92K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.99K+ 13.74% |
$447K - $556K
|
16.4K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.98K+ 718.12% |
$446K - $555K
|
2.26K
$639K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.97K+ 20.7% |
$443K - $551K
|
11.5K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.96K+ 17.28% |
$442K - $550K
|
13.3K
$3.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.95K+ 0.06% |
$439K - $545K
|
3.43M
$971M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
1.93K+ 128.87% |
$435K - $541K
|
3.43K
$972K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.93K+ 23.94% |
$434K - $540K
|
9.98K
$2.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.92K+ 2.11% |
$432K - $538K
|
92.8K
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.91K+ 26.15% |
$430K - $534K
|
9.2K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.9K+ 15.84% |
$428K - $532K
|
13.9K
$3.94M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.89K+ 1.22% |
$425K - $529K
|
157K
$44.4M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 11.78% |
$424K - $528K
|
17.9K
$5.06M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.88KNew |
$424K - $527K
|
1.88K
$533K
|
|
|
May 06, 2025
Q1 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
1.84K+ 1.27% |
$413K - $514K
|
147K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.82KNew |
$411K - $511K
|
1.82K
$516K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.81K+ 2.1% |
$408K - $508K
|
88.1K
$24.9M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.81K+ 88.47% |
$408K - $507K
|
3.86K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.8K+ 21.96% |
$406K - $504K
|
10K
$2.83M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.8K+ 1.47% |
$404K - $503K
|
124K
$35.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.78K+ 2.31% |
$402K - $499K
|
78.9K
$22.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.78K+ 4.38% |
$402K - $499K
|
42.5K
$12M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$399K - $496K
|
1.77K
$502K
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 5.71% |
$399K - $496K
|
32.8K
$9.29M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.77K+ 1.61% |
$398K - $494K
|
112K
$31.6M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.76K+ 12.36% |
$396K - $492K
|
16K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.75KNew |
$395K - $490K
|
1.75K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.75K+ 143.01% |
$394K - $490K
|
2.97K
$842K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.75K+ 24.27% |
$394K - $489K
|
8.95K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.74K+ 10.76% |
$393K - $488K
|
17.9K
$5.08M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.73KNew |
$389K - $483K
|
1.73K
$489K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.72K+ 5.48% |
$387K - $481K
|
33.1K
$9.36M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.71K+ 21.59% |
$385K - $479K
|
9.63K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.71K+ 3.36% |
$385K - $478K
|
52.6K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.7K+ 1.87% |
$382K - $475K
|
92.5K
$26.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.69K+ 8.01% |
$381K - $474K
|
22.9K
$6.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.69K+ 18.04% |
$381K - $474K
|
11.1K
$3.14M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.69K+ 2.31% |
$379K - $472K
|
74.7K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
1.68K+ 12.81% |
$378K - $470K
|
14.8K
$4.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.68K+ 1.81% |
$377K - $469K
|
94.4K
$26.7M
|