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 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
233+ 12.44% |
$52.5K - $65.2K
|
2.11K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
233+ 1.82% |
$52.5K - $65.2K
|
13K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
233+ 2.58% |
$52.5K - $65.2K
|
9.26K
$2.62M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
231+ 14.9% |
$52K - $64.7K
|
1.78K
$504K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
231+ 0.75% |
$52K - $64.7K
|
31.1K
$8.8M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
231+ 1.92% |
$52K - $64.7K
|
12.3K
$3.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
230+ 2.38% |
$51.8K - $64.4K
|
9.89K
$2.8M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
229+ 5.45% |
$51.6K - $64.1K
|
4.43K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
229+ 4.53% |
$51.6K - $64.1K
|
5.28K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
227+ 2.33% |
$51.1K - $63.5K
|
9.98K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
227+ 1.02% |
$51.1K - $63.5K
|
22.5K
$6.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
225+ 2.94% |
$50.7K - $63K
|
7.88K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
225+ 13.75% |
$50.7K - $63K
|
1.86K
$527K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
225+ 3.58% |
$50.7K - $63K
|
6.52K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
222+ 5.42% |
$50K - $62.1K
|
4.32K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
222+ 0.83% |
$50K - $62.1K
|
26.9K
$7.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
220+ 4.13% |
$49.5K - $61.6K
|
5.55K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
219+ 6.43% |
$49.3K - $61.3K
|
3.63K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
219+ 4.08% |
$49.3K - $61.3K
|
5.59K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
218+ 2.64% |
$49.1K - $61K
|
8.48K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
217+ 2.35% |
$48.9K - $60.7K
|
9.45K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
216+ 20.57% |
$48.6K - $60.5K
|
1.27K
$358K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
215+ 24.71% |
$48.4K - $60.2K
|
1.09K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
215+ 2.7% |
$48.4K - $60.2K
|
8.18K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
215+ 8.35% |
$48.4K - $60.2K
|
2.79K
$790K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
215+ 4.3% |
$48.4K - $60.2K
|
5.22K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
215+ 125.73% |
$48.4K - $60.2K
|
386
$109K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
214+ 5.24% |
$48.2K - $59.9K
|
4.3K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
214+ 4.09% |
$48.2K - $59.9K
|
5.45K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
213+ 163.85% |
$48K - $59.6K
|
343
$97.1K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
211+ 3.29% |
$47.5K - $59.1K
|
6.63K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
210+ 9.9% |
$47.3K - $58.8K
|
2.33K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
209+ 12.14% |
$47.1K - $58.5K
|
1.93K
$547K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
209+ 1.04% |
$47.1K - $58.5K
|
20.3K
$5.75M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
208+ 2.64% |
$46.8K - $58.2K
|
8.09K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
208+ 1.28% |
$46.8K - $58.2K
|
16.4K
$4.64M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
206+ 0.98% |
$46.4K - $57.7K
|
21.2K
$6.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
206+ 3.59% |
$46.4K - $57.7K
|
5.94K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
205+ 1.93% |
$46.2K - $57.4K
|
10.8K
$3.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
205+ 1.8% |
$46.2K - $57.4K
|
11.6K
$3.29M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
205+ 2.55% |
$46.2K - $57.4K
|
8.24K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
203+ 3.86% |
$45.7K - $56.8K
|
5.46K
$1.55M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
202+ 2.96% |
$45.5K - $56.5K
|
7.03K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
201+ 9.61% |
$45.3K - $56.3K
|
2.29K
$649K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
200+ 3.39% |
$45K - $56K
|
6.1K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
200+ 5.4% |
$45K - $56K
|
3.9K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
200+ 12.38% |
$45K - $56K
|
1.82K
$514K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
200+ 24.69% |
$45K - $56K
|
1.01K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
200+ 1.72% |
$45K - $56K
|
11.8K
$3.35M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200+ 10.19% |
$45K - $56K
|
2.16K
$612K
|