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 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
267+ 1.63% |
$60.1K - $74.7K
|
16.6K
$4.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
267+ 11.42% |
$60.1K - $74.7K
|
2.6K
$737K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
265+ 3.43% |
$59.7K - $74.2K
|
7.99K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
264+ 22.2% |
$59.5K - $73.9K
|
1.45K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
264+ 1.87% |
$59.5K - $73.9K
|
14.4K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
264+ 0.2% |
$59.5K - $73.9K
|
130K
$36.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
263+ 2.18% |
$59.2K - $73.6K
|
12.3K
$3.48M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
263+ 3.39% |
$59.2K - $73.6K
|
8.03K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
262+ 13.13% |
$59K - $73.3K
|
2.26K
$639K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
262+ 970.37% |
$59K - $73.3K
|
289
$81.8K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
262+ 3.68% |
$59K - $73.3K
|
7.38K
$2.09M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
261+ 2.01% |
$58.8K - $73.1K
|
13.2K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
261+ 7.93% |
$58.8K - $73.1K
|
3.55K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
259+ 7.12% |
$58.3K - $72.5K
|
3.9K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
259+ 23.13% |
$58.3K - $72.5K
|
1.38K
$390K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
256+ 8.36% |
$57.6K - $71.7K
|
3.32K
$939K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
255+ 1.77% |
$57.4K - $71.4K
|
14.7K
$4.16M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
254+ 1.3% |
$57.2K - $71.1K
|
19.9K
$5.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
254+ 21.45% |
$57.2K - $71.1K
|
1.44K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
252+ 22.89% |
$56.7K - $70.5K
|
1.35K
$383K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
252+ 16.47% |
$56.7K - $70.5K
|
1.78K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
252+ 393.75% |
$56.7K - $70.5K
|
316
$89.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
251+ 2.33% |
$56.5K - $70.3K
|
11K
$3.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
249+ 11.6% |
$56.1K - $69.7K
|
2.4K
$678K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
249+ 17.1% |
$56.1K - $69.7K
|
1.71K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
249+ 4.61% |
$56.1K - $69.7K
|
5.65K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
249+ 0.91% |
$56.1K - $69.7K
|
27.7K
$7.84M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
248+ 3.95% |
$55.8K - $69.4K
|
6.52K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
248+ 1.59% |
$55.8K - $69.4K
|
15.8K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
247+ 6.81% |
$55.6K - $69.1K
|
3.88K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
246+ 3.26% |
$55.4K - $68.9K
|
7.79K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
246+ 2.33% |
$55.4K - $68.9K
|
10.8K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
245+ 4.3% |
$55.2K - $68.6K
|
5.95K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
244+ 2.38% |
$54.9K - $68.3K
|
10.5K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
242+ 0.47% |
$54.5K - $67.7K
|
52.1K
$14.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
242+ 5.98% |
$54.5K - $67.7K
|
4.29K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
242+ 1.28% |
$54.5K - $67.7K
|
19.1K
$5.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
242+ 2.87% |
$54.5K - $67.7K
|
8.68K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
241+ 0.26% |
$54.3K - $67.5K
|
94K
$26.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
241+ 2.28% |
$54.3K - $67.5K
|
10.8K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
241+ 12.05% |
$54.3K - $67.5K
|
2.24K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
239+ 3.41% |
$53.8K - $66.9K
|
7.26K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
238+ 3.37% |
$53.6K - $66.6K
|
7.3K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
237+ 10.69% |
$53.4K - $66.3K
|
2.46K
$695K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
235+ 4.98% |
$52.9K - $65.8K
|
4.96K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
235+ 0.28% |
$52.9K - $65.8K
|
82.9K
$23.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
234+ 0.67% |
$52.7K - $65.5K
|
35K
$9.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
234+ 20.56% |
$52.7K - $65.5K
|
1.37K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
234+ 2.42% |
$52.7K - $65.5K
|
9.92K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
233+ 9.87% |
$52.5K - $65.2K
|
2.59K
$734K
|