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 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
164+ 3.43% |
$36.9K - $45.9K
|
4.95K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
163+ 2.82% |
$36.7K - $45.6K
|
5.93K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
163+ 4.02% |
$36.7K - $45.6K
|
4.22K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
163+ 4.77% |
$36.7K - $45.6K
|
3.58K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
161+ 3.21% |
$36.3K - $45.1K
|
5.17K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
161+ 3.16% |
$36.3K - $45.1K
|
5.26K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
160+ 2.88% |
$36K - $44.8K
|
5.72K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
160+ 0.53% |
$36K - $44.8K
|
30.4K
$8.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
158+ 8.29% |
$35.6K - $44.2K
|
2.06K
$596K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
158+ 0.68% |
$35.6K - $44.2K
|
23.3K
$6.71M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
158+ 8.46% |
$35.6K - $44.2K
|
2.03K
$585K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
157+ 17.23% |
$35.4K - $44K
|
1.07K
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
157+ 14.52% |
$35.4K - $44K
|
1.24K
$357K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
155+ 0.48% |
$34.9K - $43.4K
|
32.6K
$9.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
153+ 2.98% |
$34.5K - $42.8K
|
5.29K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
153+ 0.44% |
$34.5K - $42.8K
|
34.9K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
152+ 14.29% |
$34.2K - $42.6K
|
1.22K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
152+ 2.46% |
$34.2K - $42.6K
|
6.33K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
152+ 10.24% |
$34.2K - $42.6K
|
1.64K
$472K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
151+ 1.73% |
$34K - $42.3K
|
8.9K
$2.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
151+ 1.07% |
$34K - $42.3K
|
14.2K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
151+ 3.74% |
$34K - $42.3K
|
4.19K
$1.21M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
150+ 1.16% |
$33.8K - $42K
|
13K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
150+ 13.71% |
$33.8K - $42K
|
1.24K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150+ 2.58% |
$33.8K - $42K
|
5.97K
$1.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
149+ 0.88% |
$33.6K - $41.7K
|
17K
$4.92M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
149+ 2.67% |
$33.6K - $41.7K
|
5.73K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
149+ 0.41% |
$33.6K - $41.7K
|
36.6K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
148+ 1.95% |
$33.3K - $41.4K
|
7.72K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
148+ 0.91% |
$33.3K - $41.4K
|
16.4K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
148+ 34.1% |
$33.3K - $41.4K
|
582
$168K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
147+ 2.06% |
$33.1K - $41.2K
|
7.29K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
147+ 12.17% |
$33.1K - $41.2K
|
1.36K
$391K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
147+ 1.47% |
$33.1K - $41.2K
|
10.1K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
146+ 3.65% |
$32.9K - $40.9K
|
4.15K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
146+ 14.29% |
$32.9K - $40.9K
|
1.17K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
143+ 4.4% |
$32.2K - $40K
|
3.39K
$980K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
143+ 1.62% |
$32.2K - $40K
|
8.99K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
142+ 0.66% |
$32K - $39.8K
|
21.5K
$6.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
142+ 2.36% |
$32K - $39.8K
|
6.16K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
140+ 12.47% |
$31.5K - $39.2K
|
1.26K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
140+ 2.45% |
$31.5K - $39.2K
|
5.86K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
140+ 0.79% |
$31.5K - $39.2K
|
17.9K
$5.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
138+ 9.27% |
$31.1K - $38.6K
|
1.63K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
138+ 1.09% |
$31.1K - $38.6K
|
12.9K
$3.71M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
138+ 0.67% |
$31.1K - $38.6K
|
20.7K
$5.96M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
138+ 2.2% |
$31.1K - $38.6K
|
6.41K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
138+ 6.2% |
$31.1K - $38.6K
|
2.36K
$682K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
138+ 7.57% |
$31.1K - $38.6K
|
1.96K
$566K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
137+ 0.87% |
$30.9K - $38.4K
|
15.9K
$4.59M
|