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 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
853+ 0.95% |
$192K - $239K
|
90.2K
$25.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
852+ 39.26% |
$192K - $239K
|
3.02K
$856K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
852New |
$192K - $239K
|
852
$241K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
851New |
$192K - $238K
|
851
$241K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
849New |
$191K - $238K
|
849
$240K
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
849New |
$191K - $238K
|
849
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
847+ 78.43% |
$191K - $237K
|
1.93K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
845New |
$190K - $237K
|
845
$239K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
843New |
$190K - $236K
|
843
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
842+ 4.38% |
$190K - $236K
|
20.1K
$5.69M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
837+ 11.9% |
$188K - $234K
|
7.87K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
836+ 19.01% |
$188K - $234K
|
5.23K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
834+ 2.72% |
$188K - $233K
|
31.5K
$8.93M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
833+ 42.52% |
$188K - $233K
|
2.79K
$791K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
831New |
$187K - $233K
|
831
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
831New |
$187K - $233K
|
831
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
829New |
$187K - $232K
|
829
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
828New |
$186K - $232K
|
828
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
827New |
$186K - $232K
|
827
$234K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
827+ 5.15% |
$186K - $232K
|
16.9K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
826+ 2.12% |
$186K - $231K
|
39.8K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
822New |
$185K - $230K
|
822
$233K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
820+ 41.94% |
$185K - $230K
|
2.78K
$786K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
819+ 8.42% |
$184K - $229K
|
10.5K
$2.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
817New |
$184K - $229K
|
817
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
817+ 12.15% |
$184K - $229K
|
7.54K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
815+ 8.83% |
$184K - $228K
|
10K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
815+ 4.05% |
$184K - $228K
|
20.9K
$5.93M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
814New |
$183K - $228K
|
814
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
811+ 10.04% |
$183K - $227K
|
8.89K
$2.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
810+ 0.47% |
$182K - $227K
|
171K
$48.5M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
808+ 24.37% |
$182K - $226K
|
4.12K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
801+ 4.81% |
$180K - $224K
|
17.5K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
801+ 3.19% |
$180K - $224K
|
25.9K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
800New |
$180K - $224K
|
800
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
799+ 7.85% |
$180K - $224K
|
11K
$3.11M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
799+ 4.15% |
$180K - $224K
|
20.1K
$5.68M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
798+ 6.11% |
$180K - $223K
|
13.9K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
797+ 60.02% |
$179K - $223K
|
2.13K
$602K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
795+ 9.33% |
$179K - $223K
|
9.32K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
794+ 13.61% |
$179K - $222K
|
6.63K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
792+ 1.35% |
$178K - $222K
|
59.4K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
792+ 0.1% |
$178K - $222K
|
764K
$216M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
789+ 0.93% |
$178K - $221K
|
85.9K
$24.3M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
783+ 13.12% |
$176K - $219K
|
6.75K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
781+ 0.56% |
$176K - $219K
|
139K
$39.4M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
779+ 5.46% |
$175K - $218K
|
15K
$4.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
777+ 44.07% |
$175K - $218K
|
2.54K
$719K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
777+ 35.71% |
$175K - $218K
|
2.95K
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
772+ 11.36% |
$174K - $216K
|
7.57K
$2.14M
|