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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
421+ 3.3% |
$94.8K - $118K
|
13.2K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
420+ 19.54% |
$94.6K - $118K
|
2.57K
$727K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
420+ 7.85% |
$94.6K - $118K
|
5.77K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
419+ 8.54% |
$94.4K - $117K
|
5.33K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
419+ 0.98% |
$94.4K - $117K
|
43.2K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
416+ 21.66% |
$93.7K - $116K
|
2.34K
$662K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
415+ 4.53% |
$93.5K - $116K
|
9.57K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
413+ 27.05% |
$93K - $116K
|
1.94K
$549K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
413+ 7.32% |
$93K - $116K
|
6.06K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
412+ 0.21% |
$92.8K - $115K
|
199K
$56.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
410+ 8.08% |
$92.3K - $115K
|
5.48K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
407+ 0.96% |
$91.7K - $114K
|
42.8K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
405+ 3.61% |
$91.2K - $113K
|
11.6K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
405+ 1.72% |
$91.2K - $113K
|
23.9K
$6.77M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
405+ 3.73% |
$91.2K - $113K
|
11.3K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
400+ 3.89% |
$90.1K - $112K
|
10.7K
$3.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
398+ 0.87% |
$89.6K - $111K
|
46.1K
$13.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
398+ 0.75% |
$89.6K - $111K
|
53.6K
$15.2M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
397+ 29.65% |
$89.4K - $111K
|
1.74K
$492K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
396+ 3.07% |
$89.2K - $111K
|
13.3K
$3.76M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
396+ 17.99% |
$89.2K - $111K
|
2.6K
$735K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
395+ 18.33% |
$89K - $111K
|
2.55K
$722K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
392+ 6.24% |
$88.3K - $110K
|
6.67K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
392+ 8.29% |
$88.3K - $110K
|
5.12K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
391+ 0.28% |
$88K - $109K
|
138K
$39.2M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
391+ 0.28% |
$88K - $109K
|
138K
$39.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
390+ 13.67% |
$87.8K - $109K
|
3.24K
$918K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
390+ 2.48% |
$87.8K - $109K
|
16.1K
$4.56M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
390+ 4.81% |
$87.8K - $109K
|
8.5K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
389+ 0.97% |
$87.6K - $109K
|
40.5K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
386+ 30.93% |
$86.9K - $108K
|
1.63K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
386+ 1.77% |
$86.9K - $108K
|
22.2K
$6.29M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
384+ 1.44% |
$86.5K - $108K
|
27K
$7.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
383+ 1.37% |
$86.2K - $107K
|
28.3K
$8M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
382+ 0.59% |
$86K - $107K
|
64.8K
$18.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
381+ 8.06% |
$85.8K - $107K
|
5.11K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
380+ 0.57% |
$85.6K - $106K
|
67.2K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
380+ 2.62% |
$85.6K - $106K
|
14.9K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
379+ 2.25% |
$85.3K - $106K
|
17.3K
$4.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
379+ 10.63% |
$85.3K - $106K
|
3.95K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
376+ 12.12% |
$84.7K - $105K
|
3.48K
$985K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
372+ 3.82% |
$83.8K - $104K
|
10.1K
$2.86M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
372+ 3.31% |
$83.8K - $104K
|
11.6K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
372+ 3.7% |
$83.8K - $104K
|
10.4K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
371+ 2.0% |
$83.5K - $104K
|
18.9K
$5.34M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
371+ 4.97% |
$83.5K - $104K
|
7.83K
$2.22M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
371+ 0.93% |
$83.5K - $104K
|
40.4K
$11.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
370+ 1.4% |
$83.3K - $104K
|
26.9K
$7.61M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
369+ 0.76% |
$83.1K - $103K
|
49K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
368+ 66.67% |
$82.9K - $103K
|
920
$261K
|