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 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
486+ 2.16% |
$109K - $136K
|
23K
$6.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
486+ 0.66% |
$109K - $136K
|
73.6K
$20.8M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
486+ 1.06% |
$109K - $136K
|
46.2K
$13.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
482+ 3.23% |
$109K - $135K
|
15.4K
$4.36M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
481+ 2.89% |
$108K - $135K
|
17.1K
$4.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
479+ 2.28% |
$108K - $134K
|
21.5K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
478+ 0.53% |
$108K - $134K
|
91.3K
$25.9M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
478+ 5.82% |
$108K - $134K
|
8.69K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
476+ 3.67% |
$107K - $133K
|
13.5K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
475+ 1.85% |
$107K - $133K
|
26.1K
$7.39M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
475+ 0.31% |
$107K - $133K
|
152K
$43M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
473+ 0.63% |
$107K - $132K
|
75.7K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
472+ 3.19% |
$106K - $132K
|
15.3K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
472+ 3.62% |
$106K - $132K
|
13.5K
$3.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
470+ 4.16% |
$106K - $132K
|
11.8K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
469+ 2.43% |
$106K - $131K
|
19.7K
$5.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
468+ 7.19% |
$105K - $131K
|
6.97K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
468+ 7.56% |
$105K - $131K
|
6.66K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
466+ 1.05% |
$105K - $130K
|
45K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
465+ 41.22% |
$105K - $130K
|
1.59K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
464+ 2.37% |
$104K - $130K
|
20K
$5.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
462+ 18.97% |
$104K - $129K
|
2.9K
$820K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
461+ 2.81% |
$104K - $129K
|
16.8K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
460+ 9.86% |
$104K - $129K
|
5.13K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
459+ 0.96% |
$103K - $128K
|
48.3K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
459+ 15.87% |
$103K - $128K
|
3.35K
$949K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
457+ 0.7% |
$103K - $128K
|
65.3K
$18.5M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
455+ 14.79% |
$102K - $127K
|
3.53K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
454+ 16.77% |
$102K - $127K
|
3.16K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
448+ 5.73% |
$101K - $125K
|
8.27K
$2.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
446+ 0.49% |
$100K - $125K
|
91.4K
$25.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
445+ 2.11% |
$100K - $125K
|
21.5K
$6.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
445+ 2.1% |
$100K - $125K
|
21.6K
$6.12M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
445+ 10.13% |
$100K - $125K
|
4.84K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
444+ 2.48% |
$100K - $124K
|
18.3K
$5.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
440New |
$99.1K - $123K
|
440
$125K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
439+ 24.99% |
$98.9K - $123K
|
2.2K
$622K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
438+ 25.36% |
$98.6K - $123K
|
2.17K
$613K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
435+ 1.96% |
$98K - $122K
|
22.7K
$6.42M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
435+ 1.68% |
$98K - $122K
|
26.3K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
434+ 4.67% |
$97.7K - $121K
|
9.72K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
431+ 0.86% |
$97.1K - $121K
|
50.5K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
429+ 1.62% |
$96.6K - $120K
|
26.9K
$7.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
427New |
$96.2K - $120K
|
427
$121K
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
427+ 1.93% |
$96.2K - $120K
|
22.6K
$6.4M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
425+ 4.21% |
$95.7K - $119K
|
10.5K
$2.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
424+ 6.34% |
$95.5K - $119K
|
7.11K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
424+ 6.78% |
$95.5K - $119K
|
6.68K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
424+ 28.48% |
$95.5K - $119K
|
1.91K
$542K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
423+ 5.69% |
$95.3K - $118K
|
7.86K
$2.23M
|