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
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.11KNew |
$250K - $310K
|
1.11K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.11KNew |
$249K - $310K
|
1.11K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.1K+ 1.34% |
$249K - $309K
|
83.7K
$23.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.11% |
$247K - $307K
|
36.3K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.1K+ 2.35% |
$247K - $307K
|
47.7K
$13.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.09K+ 1.15% |
$244K - $304K
|
95.5K
$27M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.08KNew |
$244K - $303K
|
1.08K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.08KNew |
$243K - $302K
|
1.08K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.07K+ 559.38% |
$242K - $301K
|
1.27K
$358K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.07K+ 4.56% |
$242K - $300K
|
24.6K
$6.97M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.07KNew |
$242K - $300K
|
1.07K
$304K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.07K+ 1.46% |
$241K - $299K
|
74.3K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.06K+ 22.09% |
$239K - $298K
|
5.88K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
1.06K+ 6.61% |
$239K - $297K
|
17.1K
$4.85M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.06K+ 2.93% |
$239K - $297K
|
37.2K
$10.5M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.06K+ 2.98% |
$238K - $296K
|
36.5K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.05K+ 1.06% |
$237K - $295K
|
101K
$28.6M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.05K+ 5.08% |
$237K - $295K
|
21.8K
$6.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.05K+ 0.77% |
$237K - $295K
|
138K
$39.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1.05K+ 2.41% |
$236K - $294K
|
44.6K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 4.02% |
$236K - $294K
|
27.2K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.05K+ 2.08% |
$236K - $294K
|
51.6K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.05K+ 21.83% |
$235K - $293K
|
5.83K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.04K+ 0.35% |
$235K - $292K
|
300K
$84.8M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1.03K+ 15.47% |
$232K - $288K
|
7.69K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.03K+ 51.14% |
$232K - $288K
|
3.04K
$861K
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.03KNew |
$231K - $287K
|
1.03K
$291K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.02K+ 2.44% |
$231K - $287K
|
43K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.01K+ 3.79% |
$228K - $284K
|
27.8K
$7.86M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.01K+ 5.31% |
$228K - $283K
|
20.1K
$5.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.01K+ 13.51% |
$227K - $283K
|
8.48K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 58.11% |
$227K - $283K
|
2.75K
$778K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1.01K+ 4.06% |
$227K - $282K
|
25.9K
$7.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.01K+ 7.26% |
$227K - $282K
|
14.9K
$4.21M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.01KNew |
$227K - $282K
|
1.01K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.01K+ 15.78% |
$226K - $281K
|
7.37K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.01K+ 112.92% |
$226K - $281K
|
1.9K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$226K - $281K
|
1K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1K+ 1.34% |
$225K - $280K
|
75.6K
$21.4M
|
|
|
May 08, 2025
Q1 2025
|
Gruss & Co., LLC
|
BUY
|
- |
1K+ 100.0% |
$225K - $280K
|
2K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 25.0% |
$225K - $280K
|
5K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
994+ 7.57% |
$224K - $278K
|
14.1K
$4M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
987+ 13.0% |
$222K - $276K
|
8.58K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
985+ 15.35% |
$222K - $276K
|
7.4K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
983New |
$221K - $275K
|
983
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
983+ 1.14% |
$221K - $275K
|
87K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
983+ 2.22% |
$221K - $275K
|
45.3K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
982+ 3.1% |
$221K - $275K
|
32.7K
$9.26M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
982+ 6.32% |
$221K - $275K
|
16.5K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
981+ 1.85% |
$221K - $275K
|
54K
$15.3M
|