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 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.36K+ 8.78% |
$305K - $379K
|
16.8K
$4.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.35K+ 14.19% |
$305K - $379K
|
10.9K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.35K+ 6.74% |
$304K - $378K
|
21.4K
$6.05M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.34KNew |
$301K - $374K
|
1.34K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33K+ 1.84% |
$300K - $373K
|
73.7K
$20.9M
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
1.32K+ 50.08% |
$298K - $370K
|
3.97K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.32K+ 10.57% |
$297K - $370K
|
13.8K
$3.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 6.43% |
$296K - $368K
|
21.8K
$6.17M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.31K+ 5.0% |
$295K - $367K
|
27.5K
$7.79M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 5.45% |
$293K - $364K
|
25.2K
$7.13M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.3K+ 14.2% |
$293K - $364K
|
10.5K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
1.3K+ 4.01% |
$293K - $364K
|
33.7K
$9.55M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1.3K+ 5.39% |
$292K - $363K
|
25.4K
$7.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.29K+ 1.18% |
$290K - $361K
|
110K
$31.2M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.28K+ 4.76% |
$287K - $357K
|
28.1K
$7.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.27K+ 5.26% |
$287K - $356K
|
25.5K
$7.21M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.27K+ 6.35% |
$286K - $355K
|
21.3K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.27K+ 42.39% |
$286K - $355K
|
4.26K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.26K+ 9.03% |
$283K - $352K
|
15.2K
$4.3M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.25K+ 6.9% |
$281K - $349K
|
19.3K
$5.48M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.24K+ 1.74% |
$279K - $347K
|
72.8K
$20.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.24KNew |
$279K - $346K
|
1.24K
$350K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.23K+ 5.49% |
$277K - $344K
|
23.6K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$277K - $344K
|
1.23K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.23K+ 1.97% |
$277K - $344K
|
63.6K
$18M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 22.92% |
$275K - $342K
|
6.54K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.22K+ 6.42% |
$274K - $341K
|
20.2K
$5.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.21K+ 41.35% |
$273K - $339K
|
4.14K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.21K+ 8.28% |
$273K - $339K
|
15.8K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.2K+ 155.04% |
$270K - $336K
|
1.97K
$559K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.19K+ 0.84% |
$269K - $334K
|
143K
$40.5M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.19KNew |
$268K - $333K
|
1.19K
$337K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.18K+ 20.73% |
$266K - $331K
|
6.89K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.18K+ 8.99% |
$266K - $331K
|
14.3K
$4.06M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.18K+ 10.08% |
$266K - $331K
|
12.9K
$3.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 24.07% |
$262K - $326K
|
6K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.16KNew |
$261K - $325K
|
1.16K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.16K+ 4.65% |
$260K - $324K
|
26K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
1.15K+ 19.5% |
$260K - $323K
|
7.07K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
1.15K+ 2.32% |
$260K - $323K
|
50.8K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.15KNew |
$259K - $322K
|
1.15K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.14K+ 21.59% |
$256K - $318K
|
6.4K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.13K+ 21.37% |
$255K - $317K
|
6.44K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.13K+ 11.54% |
$255K - $317K
|
11K
$3.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.13K+ 7.73% |
$255K - $317K
|
15.8K
$4.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 2.64% |
$255K - $317K
|
44.1K
$12.5M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.12K+ 3.41% |
$253K - $314K
|
34.1K
$9.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.12K+ 10.61% |
$252K - $314K
|
11.7K
$3.31M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.12K+ 18.53% |
$252K - $313K
|
7.16K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$251K - $312K
|
1.12K
$316K
|