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 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
21+ 2.25% |
$4.73K - $5.88K
|
954
$275K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
21+ 0.18% |
$4.73K - $5.88K
|
12K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.22% |
$4.73K - $5.88K
|
9.56K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
20+ 0.02% |
$4.5K - $5.6K
|
102K
$29.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
20New |
$4.5K - $5.6K
|
20
$5.77K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
20+ 0.35% |
$4.5K - $5.6K
|
5.73K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
19+ 0.55% |
$4.28K - $5.32K
|
3.5K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
19+ 0.61% |
$4.28K - $5.32K
|
3.14K
$905K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
19+ 0.03% |
$4.28K - $5.32K
|
55K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
19+ 1.58% |
$4.28K - $5.32K
|
1.22K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.86% |
$4.28K - $5.32K
|
2.24K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
19+ 0.63% |
$4.28K - $5.32K
|
3.04K
$878K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
18+ 1.05% |
$4.05K - $5.04K
|
1.73K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
18+ 0.15% |
$4.05K - $5.04K
|
12.2K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
18+ 0.28% |
$4.05K - $5.04K
|
6.34K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
18+ 1.1% |
$4.05K - $5.04K
|
1.65K
$475K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
17+ 1.0% |
$3.83K - $4.76K
|
1.71K
$494K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
17+ 0.72% |
$3.83K - $4.76K
|
2.37K
$683K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
17+ 1.43% |
$3.83K - $4.76K
|
1.2K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
17+ 0.48% |
$3.83K - $4.76K
|
3.59K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
17+ 1.26% |
$3.83K - $4.76K
|
1.37K
$395K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
16+ 1.13% |
$3.6K - $4.48K
|
1.44K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16+ 0.45% |
$3.6K - $4.48K
|
3.56K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
16+ 0.06% |
$3.6K - $4.48K
|
28.6K
$8.25M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
16+ 0.29% |
$3.6K - $4.48K
|
5.47K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
16+ 0.55% |
$3.6K - $4.48K
|
2.94K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16+ 5.32% |
$3.6K - $4.48K
|
317
$91.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
15+ 1.25% |
$3.38K - $4.2K
|
1.22K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
15+ 0.19% |
$3.38K - $4.2K
|
7.71K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15+ 7.43% |
$3.38K - $4.2K
|
217
$62.6K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
15+ 0.11% |
$3.38K - $4.2K
|
13.9K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 0.45% |
$3.38K - $4.2K
|
3.36K
$970K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
15+ 0.33% |
$3.38K - $4.2K
|
4.52K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 0.41% |
$3.38K - $4.2K
|
3.7K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.94% |
$3.15K - $3.92K
|
1.51K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
14+ 0.16% |
$3.15K - $3.92K
|
8.53K
$2.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
14+ 0.61% |
$3.15K - $3.92K
|
2.3K
$663K
|
|
|
Apr 28, 2025
Q1 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
14+ 0.62% |
$3.15K - $3.92K
|
2.28K
$657K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.17% |
$3.15K - $3.92K
|
8.26K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
14+ 0.13% |
$3.15K - $3.92K
|
10.9K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.06% |
$3.15K - $3.92K
|
22.1K
$6.38M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
14+ 1.0% |
$3.15K - $3.92K
|
1.41K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
13+ 0.72% |
$2.93K - $3.64K
|
1.83K
$529K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
13+ 0.12% |
$2.93K - $3.64K
|
10.9K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
13+ 1.22% |
$2.93K - $3.64K
|
1.08K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
13+ 0.42% |
$2.93K - $3.64K
|
3.1K
$894K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
13+ 0.24% |
$2.93K - $3.64K
|
5.51K
$1.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
12+ 0.47% |
$2.7K - $3.36K
|
2.56K
$740K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
12+ 1.27% |
$2.7K - $3.36K
|
959
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
12+ 0.62% |
$2.7K - $3.36K
|
1.96K
$566K
|