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
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.68K+ 1.81% |
$377K - $469K
|
94.4K
$26.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67K+ 2.36% |
$377K - $469K
|
72.6K
$20.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
1.67K+ 51.22% |
$377K - $468K
|
4.94K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.67K+ 16.34% |
$376K - $468K
|
11.9K
$3.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.65K+ 17.76% |
$372K - $462K
|
11K
$3.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.65K+ 0.84% |
$371K - $462K
|
197K
$55.8M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.64K+ 4.31% |
$370K - $460K
|
39.8K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.63K+ 19.39% |
$367K - $456K
|
10K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.62K+ 18.48% |
$364K - $453K
|
10.4K
$2.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.62K+ 0.84% |
$364K - $453K
|
194K
$54.9M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.61K+ 34.07% |
$362K - $450K
|
6.33K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.6KNew |
$360K - $448K
|
1.6K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.59K+ 5.67% |
$358K - $445K
|
29.6K
$8.39M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.58K+ 3.57% |
$355K - $441K
|
45.7K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.56K+ 11.08% |
$352K - $437K
|
15.6K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.56KNew |
$351K - $437K
|
1.56K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.55KNew |
$349K - $434K
|
1.55K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.55K+ 11.08% |
$349K - $434K
|
15.5K
$4.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.55K+ 14.63% |
$349K - $433K
|
12.1K
$3.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.55K+ 4.07% |
$348K - $433K
|
39.5K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.53K+ 122.54% |
$345K - $429K
|
2.78K
$788K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.52K+ 1.19% |
$343K - $426K
|
129K
$36.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.52K+ 17.95% |
$341K - $424K
|
9.96K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.51K+ 45.9% |
$340K - $423K
|
4.8K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.51K+ 31.93% |
$339K - $421K
|
6.22K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 51.61% |
$339K - $421K
|
4.42K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.5K+ 3.81% |
$338K - $420K
|
40.9K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
BUY
|
- |
1.5KNew |
$338K - $420K
|
1.5K
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.5K+ 4.83% |
$338K - $420K
|
32.5K
$9.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.5K+ 9.68% |
$337K - $419K
|
16.9K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.48K+ 109.37% |
$334K - $415K
|
2.84K
$803K
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.48KNew |
$333K - $414K
|
1.48K
$419K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.48K+ 5.23% |
$332K - $413K
|
29.7K
$8.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
1.46K+ 4.13% |
$328K - $408K
|
36.8K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.45KNew |
$326K - $406K
|
1.45K
$410K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.45K+ 13.98% |
$326K - $405K
|
11.8K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.44K+ 17.3% |
$325K - $404K
|
9.78K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.43K+ 3.1% |
$322K - $400K
|
47.5K
$13.5M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$319K - $396K
|
1.42K
$401K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.4K+ 31.89% |
$315K - $392K
|
5.79K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.4K+ 4.44% |
$314K - $391K
|
32.8K
$9.3M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.39K+ 3.59% |
$313K - $390K
|
40.1K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.39K+ 5.01% |
$313K - $389K
|
29.1K
$8.23M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.39KNew |
$313K - $389K
|
1.39K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.38K+ 13.41% |
$311K - $386K
|
11.7K
$3.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 4.81% |
$310K - $385K
|
30K
$8.49M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.37KNew |
$307K - $382K
|
1.37K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.36K+ 9.12% |
$307K - $382K
|
16.3K
$4.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.36KNew |
$306K - $381K
|
1.36K
$385K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
1.36KNew |
$306K - $380K
|
1.36K
$385K
|