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 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
552+ 3.09% |
$124K - $155K
|
18.4K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
549+ 35.19% |
$124K - $154K
|
2.11K
$597K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
548+ 3.56% |
$123K - $153K
|
15.9K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
546+ 4.29% |
$123K - $153K
|
13.3K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
546+ 2.18% |
$123K - $153K
|
25.6K
$7.24M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
546+ 4.13% |
$123K - $153K
|
13.8K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
544+ 41.46% |
$123K - $152K
|
1.86K
$526K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
539+ 25.74% |
$121K - $151K
|
2.63K
$746K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
538+ 0.18% |
$121K - $151K
|
302K
$85.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
537+ 1.87% |
$121K - $150K
|
29.3K
$8.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
534+ 2.31% |
$120K - $149K
|
23.7K
$6.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
533+ 26.2% |
$120K - $149K
|
2.57K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
528+ 13.42% |
$119K - $148K
|
4.46K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
527+ 7.85% |
$119K - $148K
|
7.24K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
527+ 6.98% |
$119K - $148K
|
8.08K
$2.29M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
525+ 4.08% |
$118K - $147K
|
13.4K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
524+ 0.42% |
$118K - $147K
|
126K
$35.7M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
523+ 8.08% |
$118K - $146K
|
7K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
520+ 36.96% |
$117K - $146K
|
1.93K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
520New |
$117K - $146K
|
520
$147K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
520+ 4.13% |
$117K - $146K
|
13.1K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
519+ 3.16% |
$117K - $145K
|
16.9K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
519+ 1.75% |
$117K - $145K
|
30.1K
$8.52M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
517+ 10.72% |
$116K - $145K
|
5.34K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
516+ 12.5% |
$116K - $144K
|
4.64K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
516+ 18.44% |
$116K - $144K
|
3.31K
$938K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
512+ 4.83% |
$115K - $143K
|
11.1K
$3.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
510+ 5.92% |
$115K - $143K
|
9.13K
$2.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
508+ 3.4% |
$114K - $142K
|
15.5K
$4.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
507+ 4.79% |
$114K - $142K
|
11.1K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
507+ 2.34% |
$114K - $142K
|
22.2K
$6.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
506+ 11.87% |
$114K - $142K
|
4.77K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
506+ 47.11% |
$114K - $142K
|
1.58K
$447K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
501+ 5.67% |
$113K - $140K
|
9.34K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
500+ 8.07% |
$113K - $140K
|
6.69K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
500+ 2.61% |
$113K - $140K
|
19.7K
$5.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
498+ 50.46% |
$112K - $139K
|
1.49K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
498+ 3.93% |
$112K - $139K
|
13.2K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
497+ 6.76% |
$112K - $139K
|
7.85K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
495+ 1.92% |
$111K - $139K
|
26.3K
$7.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
495+ 4.76% |
$111K - $139K
|
10.9K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
495+ 5.87% |
$111K - $139K
|
8.93K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
495+ 1.38% |
$111K - $139K
|
36.4K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
494+ 3.45% |
$111K - $138K
|
14.8K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
494+ 13.92% |
$111K - $138K
|
4.04K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
493+ 15.66% |
$111K - $138K
|
3.64K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
492+ 2.29% |
$111K - $138K
|
21.9K
$6.21M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
492+ 6.87% |
$111K - $138K
|
7.65K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
490+ 26.25% |
$110K - $137K
|
2.36K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
487+ 17.62% |
$110K - $136K
|
3.25K
$921K
|