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 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
96+ 1.88% |
$21.6K - $26.9K
|
5.22K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
95+ 0.82% |
$21.4K - $26.6K
|
11.7K
$3.37M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
95+ 1.1% |
$21.4K - $26.6K
|
8.71K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
95+ 1.1% |
$21.4K - $26.6K
|
8.75K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
95+ 2.51% |
$21.4K - $26.6K
|
3.89K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
95+ 0.67% |
$21.4K - $26.6K
|
14.3K
$4.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
94+ 6.41% |
$21.2K - $26.3K
|
1.56K
$451K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
94+ 13.43% |
$21.2K - $26.3K
|
794
$229K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
94+ 0.62% |
$21.2K - $26.3K
|
15.2K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
94+ 1.57% |
$21.2K - $26.3K
|
6.08K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
94+ 14.35% |
$21.2K - $26.3K
|
749
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
93+ 1.17% |
$20.9K - $26K
|
8.01K
$2.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
93+ 7.28% |
$20.9K - $26K
|
1.37K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
93+ 9.32% |
$20.9K - $26K
|
1.09K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
93+ 0.54% |
$20.9K - $26K
|
17.2K
$4.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
92+ 0.78% |
$20.7K - $25.8K
|
11.9K
$3.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
91+ 3.28% |
$20.5K - $25.5K
|
2.87K
$828K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
91+ 1.08% |
$20.5K - $25.5K
|
8.49K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
91+ 8.71% |
$20.5K - $25.5K
|
1.14K
$328K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
90+ 0.16% |
$20.3K - $25.2K
|
56.3K
$16.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
90+ 0.39% |
$20.3K - $25.2K
|
22.9K
$6.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
90+ 1.32% |
$20.3K - $25.2K
|
6.89K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
90+ 2.09% |
$20.3K - $25.2K
|
4.4K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
89+ 1.65% |
$20K - $24.9K
|
5.48K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
89+ 4.87% |
$20K - $24.9K
|
1.92K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
89+ 3.17% |
$20K - $24.9K
|
2.89K
$835K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
88+ 1.17% |
$19.8K - $24.6K
|
7.58K
$2.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
88+ 2.88% |
$19.8K - $24.6K
|
3.15K
$908K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
87+ 10.16% |
$19.6K - $24.4K
|
943
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
87+ 0.09% |
$19.6K - $24.4K
|
98.3K
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
87+ 228.95% |
$19.6K - $24.4K
|
125
$36.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
86+ 4.43% |
$19.4K - $24.1K
|
2.03K
$585K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
85+ 2.14% |
$19.1K - $23.8K
|
4.06K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
85+ 6.58% |
$19.1K - $23.8K
|
1.38K
$397K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
84+ 2.18% |
$18.9K - $23.5K
|
3.94K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
84+ 6.17% |
$18.9K - $23.5K
|
1.45K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
84+ 0.05% |
$18.9K - $23.5K
|
171K
$49.2M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
84+ 7.95% |
$18.9K - $23.5K
|
1.14K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
84+ 4.12% |
$18.9K - $23.5K
|
2.12K
$613K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
83+ 1.55% |
$18.7K - $23.2K
|
5.42K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
83+ 9.46% |
$18.7K - $23.2K
|
960
$277K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
83+ 0.33% |
$18.7K - $23.2K
|
25.2K
$7.27M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
83+ 2.1% |
$18.7K - $23.2K
|
4.03K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
81+ 8.85% |
$18.2K - $22.7K
|
996
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
81+ 9.55% |
$18.2K - $22.7K
|
929
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
80+ 9.52% |
$18K - $22.4K
|
920
$266K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
79+ 0.4% |
$17.8K - $22.1K
|
20.1K
$5.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
78+ 2.91% |
$17.6K - $21.8K
|
2.75K
$795K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
78+ 2.73% |
$17.6K - $21.8K
|
2.94K
$848K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
78+ 0.64% |
$17.6K - $21.8K
|
12.3K
$3.56M
|