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 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
312+ 20.43% |
$70.3K - $87.3K
|
1.84K
$521K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
312+ 0.52% |
$70.3K - $87.3K
|
60.2K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
311+ 0.64% |
$70K - $87.1K
|
49K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
310+ 34.37% |
$69.8K - $86.8K
|
1.21K
$343K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
308+ 1.04% |
$69.4K - $86.2K
|
29.9K
$8.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
308New |
$69.4K - $86.2K
|
308
$87.2K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
308+ 6.74% |
$69.4K - $86.2K
|
4.88K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
305+ 31.9% |
$68.7K - $85.4K
|
1.26K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
304+ 0.68% |
$68.5K - $85.1K
|
45.1K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
303+ 5.05% |
$68.2K - $84.8K
|
6.3K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
302+ 10.93% |
$68K - $84.5K
|
3.07K
$868K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
300+ 22.42% |
$67.6K - $84K
|
1.64K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
300+ 13.11% |
$67.6K - $84K
|
2.59K
$733K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
299+ 1.73% |
$67.3K - $83.7K
|
17.6K
$4.97M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
297+ 9.73% |
$66.9K - $83.1K
|
3.35K
$948K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
296+ 2.12% |
$66.7K - $82.9K
|
14.3K
$4.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
295+ 27.52% |
$66.4K - $82.6K
|
1.37K
$387K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
294+ 1.27% |
$66.2K - $82.3K
|
23.4K
$6.61M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
294+ 13.7% |
$66.2K - $82.3K
|
2.44K
$691K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
293+ 17.32% |
$66K - $82K
|
1.99K
$562K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
292+ 7.59% |
$65.8K - $81.7K
|
4.14K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
291+ 15.24% |
$65.5K - $81.5K
|
2.2K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
291+ 97.0% |
$65.5K - $81.5K
|
591
$167K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
289+ 2.11% |
$65.1K - $80.9K
|
14K
$3.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
288+ 17.19% |
$64.9K - $80.6K
|
1.96K
$556K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
288+ 2.85% |
$64.9K - $80.6K
|
10.4K
$2.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
287+ 15.42% |
$64.6K - $80.3K
|
2.15K
$608K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
287+ 0.86% |
$64.6K - $80.3K
|
33.5K
$9.49M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
287+ 0.18% |
$64.6K - $80.3K
|
157K
$44.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
286+ 5.92% |
$64.4K - $80.1K
|
5.12K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
286+ 1.19% |
$64.4K - $80.1K
|
24.3K
$6.88M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
284+ 0.43% |
$64K - $79.5K
|
66.1K
$18.7M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
280+ 31.08% |
$63.1K - $78.4K
|
1.18K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
276+ 8.8% |
$62.2K - $77.3K
|
3.41K
$967K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
276+ 2.54% |
$62.2K - $77.3K
|
11.2K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
276+ 52.27% |
$62.2K - $77.3K
|
804
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
275+ 3.27% |
$61.9K - $77K
|
8.69K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
275+ 1.45% |
$61.9K - $77K
|
19.2K
$5.43M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
274+ 11.89% |
$61.7K - $76.7K
|
2.58K
$730K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
273+ 5.79% |
$61.5K - $76.4K
|
4.99K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
273+ 1.61% |
$61.5K - $76.4K
|
17.3K
$4.89M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
273+ 18.71% |
$61.5K - $76.4K
|
1.73K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
273+ 3.32% |
$61.5K - $76.4K
|
8.5K
$2.41M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
273+ 3.08% |
$61.5K - $76.4K
|
9.15K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
271+ 6.64% |
$61K - $75.9K
|
4.35K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
269+ 29.76% |
$60.6K - $75.3K
|
1.17K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
269+ 1.43% |
$60.6K - $75.3K
|
19.1K
$5.4M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
269+ 0.78% |
$60.6K - $75.3K
|
34.7K
$9.82M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
268+ 3.21% |
$60.4K - $75K
|
8.63K
$2.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
267+ 4.7% |
$60.1K - $74.7K
|
5.95K
$1.68M
|