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 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
116+ 0.89% |
$26.1K - $32.5K
|
13.1K
$3.78M
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
116New |
$26.1K - $32.5K
|
116
$33.5K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
115+ 3.42% |
$25.9K - $32.2K
|
3.48K
$1M
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
115+ 1.19% |
$25.9K - $32.2K
|
9.78K
$2.82M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
114+ 0.37% |
$25.7K - $31.9K
|
30.6K
$8.84M
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
114+ 3.39% |
$25.7K - $31.9K
|
3.48K
$1M
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
114+ 0.33% |
$25.7K - $31.9K
|
34.8K
$10M
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
112+ 4.23% |
$25.2K - $31.4K
|
2.76K
$796K
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
111+ 0.5% |
$25K - $31.1K
|
22.1K
$6.39M
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
109+ 0.22% |
$24.5K - $30.5K
|
49.2K
$14.2M
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
108+ 0.39% |
$24.3K - $30.2K
|
28K
$8.09M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
107+ 0.66% |
$24.1K - $30K
|
16.4K
$4.74M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
107+ 0.7% |
$24.1K - $30K
|
15.4K
$4.45M
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
107+ 5.1% |
$24.1K - $30K
|
2.2K
$636K
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
107+ 1.55% |
$24.1K - $30K
|
6.99K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
107+ 2.01% |
$24.1K - $30K
|
5.43K
$1.57M
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
106+ 0.95% |
$23.9K - $29.7K
|
11.3K
$3.26M
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
106+ 3.47% |
$23.9K - $29.7K
|
3.16K
$913K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
106+ 2.04% |
$23.9K - $29.7K
|
5.29K
$1.53M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
106+ 1.69% |
$23.9K - $29.7K
|
6.39K
$1.84M
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
105+ 1.75% |
$23.6K - $29.4K
|
6.12K
$1.77M
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
105+ 1.15% |
$23.6K - $29.4K
|
9.2K
$2.66M
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
105+ 0.73% |
$23.6K - $29.4K
|
14.4K
$4.17M
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
105+ 8.2% |
$23.6K - $29.4K
|
1.39K
$400K
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
104+ 1.88% |
$23.4K - $29.1K
|
5.64K
$1.63M
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
104+ 1.52% |
$23.4K - $29.1K
|
6.93K
$2M
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
104+ 7.46% |
$23.4K - $29.1K
|
1.5K
$432K
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
102+ 2.19% |
$23K - $28.6K
|
4.76K
$1.38M
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
102+ 1.96% |
$23K - $28.6K
|
5.3K
$1.53M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
102+ 6.26% |
$23K - $28.6K
|
1.73K
$500K
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
101+ 0.56% |
$22.7K - $28.3K
|
18.2K
$5.25M
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
101+ 3.37% |
$22.7K - $28.3K
|
3.1K
$895K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
101+ 0.57% |
$22.7K - $28.3K
|
17.9K
$5.18M
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
101+ 2.43% |
$22.7K - $28.3K
|
4.26K
$1.23M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
101+ 8.67% |
$22.7K - $28.3K
|
1.27K
$365K
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
100+ 1.65% |
$22.5K - $28K
|
6.18K
$1.78M
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
100+ 1.19% |
$22.5K - $28K
|
8.52K
$2.46M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
100+ 0.75% |
$22.5K - $28K
|
13.4K
$3.87M
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 0.39% |
$22.5K - $28K
|
25.6K
$7.39M
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
100+ 3.83% |
$22.5K - $28K
|
2.71K
$783K
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
100+ 2.32% |
$22.5K - $28K
|
4.4K
$1.27M
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
100+ 6.91% |
$22.5K - $28K
|
1.55K
$447K
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
99+ 2.81% |
$22.3K - $27.7K
|
3.62K
$1.04M
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
98+ 0.22% |
$22.1K - $27.4K
|
44.6K
$12.9M
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
98+ 2.5% |
$22.1K - $27.4K
|
4.02K
$1.16M
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
97+ 1.83% |
$21.8K - $27.2K
|
5.4K
$1.56M
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
97+ 7.1% |
$21.8K - $27.2K
|
1.46K
$423K
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
97+ 4.03% |
$21.8K - $27.2K
|
2.51K
$723K
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
97+ 3.62% |
$21.8K - $27.2K
|
2.78K
$802K
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
96+ 3.3% |
$21.6K - $26.9K
|
3.01K
$868K
|