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
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
59+ 7.63% |
$13.3K - $16.5K
|
832
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
58+ 2.93% |
$13.1K - $16.2K
|
2.04K
$589K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
58+ 1.24% |
$13.1K - $16.2K
|
4.74K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
58+ 2.05% |
$13.1K - $16.2K
|
2.89K
$835K
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
57+ 4.46% |
$12.8K - $16K
|
1.33K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
57+ 5.6% |
$12.8K - $16K
|
1.08K
$310K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
56+ 0.87% |
$12.6K - $15.7K
|
6.48K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
56+ 1.08% |
$12.6K - $15.7K
|
5.23K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
56+ 0.84% |
$12.6K - $15.7K
|
6.72K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
55+ 0.82% |
$12.4K - $15.4K
|
6.78K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
55+ 0.55% |
$12.4K - $15.4K
|
10K
$2.89M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
55+ 2.39% |
$12.4K - $15.4K
|
2.36K
$681K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
55+ 1.71% |
$12.4K - $15.4K
|
3.28K
$946K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
55+ 0.25% |
$12.4K - $15.4K
|
21.9K
$6.33M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
55New |
$12.4K - $15.4K
|
55
$15.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
54+ 0.67% |
$12.2K - $15.1K
|
8.16K
$2.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
54+ 0.27% |
$12.2K - $15.1K
|
20K
$5.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
54+ 0.85% |
$12.2K - $15.1K
|
6.37K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
54+ 2.33% |
$12.2K - $15.1K
|
2.37K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
54+ 0.72% |
$12.2K - $15.1K
|
7.58K
$2.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
53+ 4.69% |
$11.9K - $14.8K
|
1.18K
$342K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
53+ 0.08% |
$11.9K - $14.8K
|
69.3K
$20M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
53+ 2.49% |
$11.9K - $14.8K
|
2.19K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
53+ 1.15% |
$11.9K - $14.8K
|
4.66K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
53+ 0.66% |
$11.9K - $14.8K
|
8.09K
$2.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
52+ 5.54% |
$11.7K - $14.6K
|
991
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
52+ 0.19% |
$11.7K - $14.6K
|
28K
$8.1M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
52+ 17.51% |
$11.7K - $14.6K
|
349
$101K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
52+ 1.76% |
$11.7K - $14.6K
|
3K
$867K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
52+ 3.55% |
$11.7K - $14.6K
|
1.52K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
51+ 0.42% |
$11.5K - $14.3K
|
12.3K
$3.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
50+ 0.17% |
$11.3K - $14K
|
28.7K
$8.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
50+ 1.09% |
$11.3K - $14K
|
4.63K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
50+ 3.85% |
$11.3K - $14K
|
1.35K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
50+ 8.28% |
$11.3K - $14K
|
654
$189K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
49+ 0.07% |
$11K - $13.7K
|
71.3K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
49+ 0.49% |
$11K - $13.7K
|
9.95K
$2.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
48+ 1.95% |
$10.8K - $13.4K
|
2.51K
$723K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
47+ 0.55% |
$10.6K - $13.2K
|
8.6K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
47+ 4.86% |
$10.6K - $13.2K
|
1.02K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
47+ 0.06% |
$10.6K - $13.2K
|
84.6K
$24.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
47+ 0.52% |
$10.6K - $13.2K
|
9.04K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47+ 0.68% |
$10.6K - $13.2K
|
6.93K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
47+ 0.26% |
$10.6K - $13.2K
|
18K
$5.19M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
47+ 0.54% |
$10.6K - $13.2K
|
8.82K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
47+ 0.21% |
$10.6K - $13.2K
|
22.6K
$6.54M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
46+ 5.51% |
$10.4K - $12.9K
|
881
$254K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
46+ 2.01% |
$10.4K - $12.9K
|
2.33K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
46+ 1.43% |
$10.4K - $12.9K
|
3.27K
$943K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
46+ 0.81% |
$10.4K - $12.9K
|
5.74K
$1.66M
|