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 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
34+ 0.63% |
$7.66K - $9.52K
|
5.4K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
34+ 0.14% |
$7.66K - $9.52K
|
24.1K
$6.95M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
34+ 0.23% |
$7.66K - $9.52K
|
14.6K
$4.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
33+ 0.27% |
$7.43K - $9.24K
|
12.4K
$3.58M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
33+ 2.65% |
$7.43K - $9.24K
|
1.28K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
33+ 0.43% |
$7.43K - $9.24K
|
7.65K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32+ 0.69% |
$7.21K - $8.96K
|
4.67K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
32+ 1.08% |
$7.21K - $8.96K
|
3K
$866K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
32+ 4.51% |
$7.21K - $8.96K
|
742
$214K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
32+ 3.29% |
$7.21K - $8.96K
|
1.01K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
32+ 2.27% |
$7.21K - $8.96K
|
1.44K
$416K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
32New |
$7.21K - $8.96K
|
32
$9.24K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
32+ 2.43% |
$7.21K - $8.96K
|
1.35K
$390K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
31+ 1.31% |
$6.98K - $8.68K
|
2.41K
$695K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31+ 0.4% |
$6.98K - $8.68K
|
7.8K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
31+ 0.45% |
$6.98K - $8.68K
|
6.97K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
31+ 7.36% |
$6.98K - $8.68K
|
452
$130K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
31+ 2.16% |
$6.98K - $8.68K
|
1.47K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
31+ 0.2% |
$6.98K - $8.68K
|
15.8K
$4.55M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31New |
$6.98K - $8.68K
|
31
$8.95K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
30+ 1.38% |
$6.76K - $8.4K
|
2.2K
$636K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
30+ 1.5% |
$6.76K - $8.4K
|
2.03K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
30+ 1.2% |
$6.76K - $8.4K
|
2.52K
$729K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
28+ 0.49% |
$6.31K - $7.84K
|
5.69K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28+ 20.9% |
$6.31K - $7.84K
|
162
$46.8K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
28+ 2.92% |
$6.31K - $7.84K
|
986
$285K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
27+ 0.91% |
$6.08K - $7.56K
|
3.01K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
27+ 2.35% |
$6.08K - $7.56K
|
1.18K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
27+ 4.76% |
$6.08K - $7.56K
|
594
$171K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 0.4% |
$5.85K - $7.28K
|
6.54K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
26+ 0.4% |
$5.85K - $7.28K
|
6.6K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
26+ 1.13% |
$5.85K - $7.28K
|
2.32K
$671K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26+ 0.26% |
$5.85K - $7.28K
|
9.94K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
26+ 0.03% |
$5.85K - $7.28K
|
86K
$24.8M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
26+ 3.07% |
$5.85K - $7.28K
|
872
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
25+ 0.53% |
$5.63K - $7K
|
4.74K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
25+ 0.68% |
$5.63K - $7K
|
3.73K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
25+ 0.69% |
$5.63K - $7K
|
3.63K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
25+ 1.23% |
$5.63K - $7K
|
2.05K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
25+ 1.74% |
$5.63K - $7K
|
1.46K
$422K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
24+ 0.34% |
$5.4K - $6.72K
|
7.06K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.12% |
$5.18K - $6.44K
|
19K
$5.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.62% |
$5.18K - $6.44K
|
3.74K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
23+ 0.23% |
$5.18K - $6.44K
|
9.98K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
23+ 1.32% |
$5.18K - $6.44K
|
1.77K
$512K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
22+ 0.45% |
$4.95K - $6.16K
|
4.9K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
22+ 5.1% |
$4.95K - $6.16K
|
453
$131K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22+ 10.84% |
$4.95K - $6.16K
|
225
$65K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
21+ 1.51% |
$4.73K - $5.88K
|
1.41K
$408K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
21+ 0.47% |
$4.73K - $5.88K
|
4.46K
$1.29M
|