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 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
770+ 41.44% |
$173K - $216K
|
2.63K
$744K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
770+ 2.17% |
$173K - $216K
|
36.2K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
763+ 0.67% |
$172K - $214K
|
114K
$32.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
762+ 24.98% |
$172K - $213K
|
3.81K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
757+ 105.87% |
$170K - $212K
|
1.47K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
756+ 3.6% |
$170K - $212K
|
21.8K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
756+ 0.81% |
$170K - $212K
|
94.3K
$26.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
755+ 22.65% |
$170K - $211K
|
4.09K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
753+ 3.46% |
$170K - $211K
|
22.5K
$6.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
749+ 2.26% |
$169K - $210K
|
33.9K
$9.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
744+ 10.43% |
$168K - $208K
|
7.88K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
742+ 3.23% |
$167K - $208K
|
23.7K
$6.72M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
741+ 1.38% |
$167K - $207K
|
54.6K
$15.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
740+ 7.32% |
$167K - $207K
|
10.9K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
739+ 2.65% |
$166K - $207K
|
28.6K
$8.09M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
739+ 4.49% |
$166K - $207K
|
17.2K
$4.87M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
737+ 34.96% |
$166K - $206K
|
2.85K
$806K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
734+ 15.55% |
$165K - $205K
|
5.45K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
732+ 33.21% |
$165K - $205K
|
2.94K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
731+ 0.92% |
$165K - $205K
|
79.9K
$22.6M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
722+ 8.01% |
$163K - $202K
|
9.74K
$2.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
717+ 1.33% |
$161K - $201K
|
54.8K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
714+ 13.6% |
$161K - $200K
|
5.97K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
709New |
$160K - $198K
|
709
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
696+ 21.22% |
$157K - $195K
|
3.98K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
695+ 0.78% |
$157K - $195K
|
90.2K
$25.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
694+ 4.19% |
$156K - $194K
|
17.3K
$4.89M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
688+ 110.43% |
$155K - $193K
|
1.31K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
680+ 3.73% |
$153K - $190K
|
18.9K
$5.35M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
677+ 1.12% |
$152K - $190K
|
61.3K
$17.4M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
677New |
$152K - $190K
|
677
$192K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
676+ 371.43% |
$152K - $189K
|
858
$243K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
675+ 2.05% |
$152K - $189K
|
33.6K
$9.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
671+ 36.51% |
$151K - $188K
|
2.51K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
671+ 8.85% |
$151K - $188K
|
8.25K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
669+ 7.37% |
$151K - $187K
|
9.75K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
666+ 3.08% |
$150K - $186K
|
22.3K
$6.32M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
659+ 0.23% |
$148K - $184K
|
288K
$81.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
655+ 45.14% |
$147K - $183K
|
2.11K
$596K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
652+ 2.03% |
$147K - $183K
|
32.8K
$9.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
647+ 39.33% |
$146K - $181K
|
2.29K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
644+ 2.46% |
$145K - $180K
|
26.9K
$7.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
643+ 0.93% |
$145K - $180K
|
70.2K
$19.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
643New |
$145K - $180K
|
643
$182K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
643+ 1.51% |
$145K - $180K
|
43.4K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
642+ 7.0% |
$145K - $180K
|
9.82K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
641+ 2.24% |
$144K - $179K
|
29.2K
$8.27M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
640New |
$144K - $179K
|
640
$181K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
638+ 3.66% |
$144K - $179K
|
18.1K
$5.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
628+ 6.08% |
$141K - $176K
|
11K
$3.1M
|