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 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
12+ 0.04% |
$2.7K - $3.36K
|
29.5K
$8.5M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12+ 0.43% |
$2.7K - $3.36K
|
2.81K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12+ 1.23% |
$2.7K - $3.36K
|
986
$285K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.2% |
$2.7K - $3.36K
|
5.94K
$1.71M
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
12+ 0.77% |
$2.7K - $3.36K
|
1.57K
$453K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
11+ 0.54% |
$2.48K - $3.08K
|
2.07K
$596K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
11+ 0.18% |
$2.48K - $3.08K
|
6.14K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
11+ 0.5% |
$2.48K - $3.08K
|
2.23K
$645K
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
BUY
|
- |
11+ 1.17% |
$2.48K - $3.08K
|
952
$275K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 4.12% |
$2.48K - $3.08K
|
278
$80.3K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
11+ 0.76% |
$2.48K - $3.08K
|
1.46K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
11+ 0.71% |
$2.48K - $3.08K
|
1.57K
$453K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
10+ 0.41% |
$2.25K - $2.8K
|
2.46K
$711K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.51% |
$2.25K - $2.8K
|
1.99K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 1.01% |
$2.25K - $2.8K
|
1K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.22% |
$2.25K - $2.8K
|
4.65K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
10+ 0.88% |
$2.25K - $2.8K
|
1.15K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
10+ 0.19% |
$2.25K - $2.8K
|
5.34K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 0.75% |
$2.25K - $2.8K
|
1.34K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10+ 0.32% |
$2.25K - $2.8K
|
3.14K
$907K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
10+ 0.14% |
$2.25K - $2.8K
|
6.94K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
10+ 0.9% |
$2.25K - $2.8K
|
1.12K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 0.73% |
$2.25K - $2.8K
|
1.38K
$397K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$2.03K - $2.52K
|
8.48K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
9+ 0.66% |
$2.03K - $2.52K
|
1.36K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
9+ 0.25% |
$2.03K - $2.52K
|
3.67K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
9+ 0.36% |
$2.03K - $2.52K
|
2.54K
$733K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
8+ 0.02% |
$1.8K - $2.24K
|
48.7K
$14M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 0.37% |
$1.8K - $2.24K
|
2.17K
$627K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8+ 0.19% |
$1.8K - $2.24K
|
4.11K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
8+ 0.55% |
$1.8K - $2.24K
|
1.46K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.47% |
$1.8K - $2.24K
|
1.73K
$499K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
7+ 0.34% |
$1.58K - $1.96K
|
2.06K
$595K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 0.85% |
$1.58K - $1.96K
|
833
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
7+ 0.48% |
$1.58K - $1.96K
|
1.47K
$423K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.04% |
$1.58K - $1.96K
|
18.8K
$5.42M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
7+ 0.32% |
$1.58K - $1.96K
|
2.17K
$626K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
6+ 0.42% |
$1.35K - $1.68K
|
1.43K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$1.35K - $1.68K
|
1.65K
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$1.35K - $1.68K
|
3.37K
$974K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
6+ 0.42% |
$1.35K - $1.68K
|
1.43K
$412K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$1.35K - $1.68K
|
2.89K
$835K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.35% |
$1.35K - $1.68K
|
1.72K
$497K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
6+ 0.35% |
$1.35K - $1.68K
|
1.73K
$500K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$1.35K - $1.68K
|
2.9K
$837K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6+ 0.28% |
$1.35K - $1.68K
|
2.15K
$620K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
6+ 0.24% |
$1.35K - $1.68K
|
2.49K
$720K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.29% |
$1.35K - $1.68K
|
2.08K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.2% |
$1.35K - $1.68K
|
3.05K
$881K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
6+ 0.39% |
$1.35K - $1.68K
|
1.55K
$447K
|