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 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
981+ 1.85% |
$221K - $275K
|
54K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
980+ 15.07% |
$221K - $274K
|
7.48K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
973+ 1.16% |
$219K - $272K
|
84.7K
$24M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
972New |
$219K - $272K
|
972
$275K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
971+ 111.23% |
$219K - $272K
|
1.84K
$522K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
966+ 2.05% |
$218K - $270K
|
48.1K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
965New |
$217K - $270K
|
965
$273K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
961+ 5.88% |
$216K - $269K
|
17.3K
$4.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
959New |
$216K - $268K
|
959
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
958New |
$216K - $268K
|
958
$271K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
956+ 3.7% |
$215K - $268K
|
26.8K
$7.58M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
956+ 4.97% |
$215K - $268K
|
20.2K
$5.72M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
955+ 61.77% |
$215K - $267K
|
2.5K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
953+ 2.56% |
$215K - $267K
|
38.1K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
933New |
$210K - $261K
|
933
$264K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
933+ 4.87% |
$210K - $261K
|
20.1K
$5.69M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
932+ 3.33% |
$210K - $261K
|
28.9K
$8.19M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
927+ 2.18% |
$209K - $260K
|
43.5K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
927+ 0.83% |
$209K - $260K
|
112K
$31.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
918New |
$207K - $257K
|
918
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
918New |
$207K - $257K
|
918
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
915+ 2.17% |
$206K - $256K
|
43.1K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
909New |
$205K - $254K
|
909
$257K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
907+ 3.45% |
$204K - $254K
|
27.2K
$7.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
903+ 34.58% |
$203K - $253K
|
3.51K
$995K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
892+ 2.8% |
$201K - $250K
|
32.8K
$9.27M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
889+ 12.53% |
$200K - $249K
|
7.98K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
888+ 1.47% |
$200K - $249K
|
61.5K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
885+ 28.41% |
$199K - $248K
|
4K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
884+ 6.75% |
$199K - $247K
|
14K
$3.96M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
881+ 0.68% |
$198K - $247K
|
130K
$36.9M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
881+ 9.74% |
$198K - $247K
|
9.92K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
880+ 3.24% |
$198K - $246K
|
28K
$7.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
879+ 4.72% |
$198K - $246K
|
19.5K
$5.52M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
877New |
$197K - $246K
|
877
$248K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
877+ 5.13% |
$197K - $246K
|
18K
$5.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
875+ 29.75% |
$197K - $245K
|
3.82K
$1.08M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
875+ 2.96% |
$197K - $245K
|
30.4K
$8.61M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
874+ 1.41% |
$197K - $245K
|
62.7K
$17.7M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
873+ 0.84% |
$197K - $244K
|
105K
$29.8M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
870+ 6.66% |
$196K - $244K
|
13.9K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
869New |
$196K - $243K
|
869
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
867+ 5.93% |
$195K - $243K
|
15.5K
$4.38M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
867New |
$195K - $243K
|
867
$245K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
862+ 8.63% |
$194K - $241K
|
10.9K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
861+ 37.5% |
$194K - $241K
|
3.16K
$894K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
860New |
$194K - $241K
|
860
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
859+ 8.96% |
$193K - $240K
|
10.4K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
859+ 1.45% |
$193K - $240K
|
60.2K
$17M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
855+ 148.95% |
$193K - $239K
|
1.43K
$405K
|