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 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
627+ 29.74% |
$141K - $176K
|
2.74K
$774K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
626+ 22.63% |
$141K - $175K
|
3.39K
$960K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
625+ 6.08% |
$141K - $175K
|
10.9K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
624+ 0.6% |
$141K - $175K
|
105K
$29.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
624+ 1.2% |
$141K - $175K
|
52.6K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
621+ 22.88% |
$140K - $174K
|
3.34K
$944K
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
621+ 1.42% |
$140K - $174K
|
44.5K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
620+ 0.51% |
$140K - $174K
|
123K
$34.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
617+ 7.0% |
$139K - $173K
|
9.44K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
617+ 5.48% |
$139K - $173K
|
11.9K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
616+ 47.49% |
$139K - $172K
|
1.91K
$542K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
616+ 4.59% |
$139K - $172K
|
14K
$3.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
614+ 2.4% |
$138K - $172K
|
26.2K
$7.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
614+ 5.39% |
$138K - $172K
|
12K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
612+ 6.38% |
$138K - $171K
|
10.2K
$2.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
611+ 3.28% |
$138K - $171K
|
19.2K
$5.45M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
607+ 2.05% |
$137K - $170K
|
30.2K
$8.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
605+ 8.95% |
$136K - $169K
|
7.37K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
604+ 3.39% |
$136K - $169K
|
18.4K
$5.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
603+ 1.82% |
$136K - $169K
|
33.7K
$9.53M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
603+ 29.12% |
$136K - $169K
|
2.67K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
603+ 5.61% |
$136K - $169K
|
11.4K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
601+ 5.97% |
$135K - $168K
|
10.7K
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
601+ 2.15% |
$135K - $168K
|
28.5K
$8.08M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
600+ 26.05% |
$135K - $168K
|
2.9K
$822K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
594+ 57.17% |
$134K - $166K
|
1.63K
$462K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
593+ 4.37% |
$134K - $166K
|
14.2K
$4.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
591+ 0.84% |
$133K - $165K
|
70.8K
$20M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
591+ 4.47% |
$133K - $165K
|
13.8K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
591+ 49.54% |
$133K - $165K
|
1.78K
$505K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
589+ 22.71% |
$133K - $165K
|
3.18K
$901K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
587+ 54.96% |
$132K - $164K
|
1.66K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
587+ 50.69% |
$132K - $164K
|
1.75K
$494K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
585+ 3.63% |
$132K - $164K
|
16.7K
$4.73M
|
|
|
Apr 17, 2025
Q1 2025
|
James Hambro & Partners
|
BUY
|
- |
583+ 0.08% |
$131K - $163K
|
733K
$208M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
582+ 10.19% |
$131K - $163K
|
6.29K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
582+ 18.13% |
$131K - $163K
|
3.79K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
580+ 20.99% |
$131K - $162K
|
3.34K
$947K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
580+ 6.8% |
$131K - $162K
|
9.12K
$2.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
574+ 3.6% |
$129K - $161K
|
16.5K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
573+ 2.95% |
$129K - $160K
|
20K
$5.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
572+ 1.99% |
$129K - $160K
|
29.4K
$8.32M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
572+ 35.71% |
$129K - $160K
|
2.17K
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
568+ 1.74% |
$128K - $159K
|
33.2K
$9.39M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
565+ 0.52% |
$127K - $158K
|
110K
$31.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
564+ 0.63% |
$127K - $158K
|
90.5K
$25.6M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
561+ 5.65% |
$126K - $157K
|
10.5K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
560+ 44.91% |
$126K - $157K
|
1.81K
$512K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
559+ 10.09% |
$126K - $156K
|
6.1K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
554+ 12.98% |
$125K - $155K
|
4.82K
$1.37M
|