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 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5+ 0.47% |
$1.13K - $1.4K
|
1.07K
$308K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
5+ 0.39% |
$1.13K - $1.4K
|
1.29K
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.11% |
$1.13K - $1.4K
|
4.73K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5+ 0.4% |
$1.13K - $1.4K
|
1.24K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
5+ 0.09% |
$1.13K - $1.4K
|
5.55K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.17% |
$1.13K - $1.4K
|
2.91K
$841K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.47% |
$1.13K - $1.4K
|
1.07K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5+ 0.26% |
$1.13K - $1.4K
|
1.93K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5+ 0.27% |
$1.13K - $1.4K
|
1.86K
$536K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
5+ 0.05% |
$1.13K - $1.4K
|
11.1K
$3.2M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5+ 0.02% |
$1.13K - $1.4K
|
28K
$8.08M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.04% |
$1.13K - $1.4K
|
11.2K
$3.24M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.1% |
$1.13K - $1.4K
|
4.98K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
5+ 0.2% |
$1.13K - $1.4K
|
2.56K
$738K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5+ 0.07% |
$1.13K - $1.4K
|
6.91K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5+ 0.53% |
$1.13K - $1.4K
|
952
$275K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
5+ 0.02% |
$1.13K - $1.4K
|
23.8K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
5+ 0.16% |
$1.13K - $1.4K
|
3.06K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
5+ 0.56% |
$1.13K - $1.4K
|
904
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$901 - $1.12K
|
11.5K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.4% |
$901 - $1.12K
|
992
$286K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.04% |
$901 - $1.12K
|
9.72K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4+ 0.44% |
$901 - $1.12K
|
916
$264K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$901 - $1.12K
|
4
$1.15K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
4+ 0.01% |
$901 - $1.12K
|
39.8K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
4+ 0.23% |
$901 - $1.12K
|
1.76K
$509K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4+ 0.35% |
$901 - $1.12K
|
1.16K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
4New |
$901 - $1.12K
|
4
$1.15K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
4+ 0.48% |
$901 - $1.12K
|
835
$241K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$901 - $1.12K
|
1.34K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4+ 0.31% |
$901 - $1.12K
|
1.28K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
4+ 0.02% |
$901 - $1.12K
|
16K
$4.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3+ 0.16% |
$676 - $840
|
1.87K
$541K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3+ 0.11% |
$676 - $840
|
2.67K
$772K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.33% |
$676 - $840
|
922
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
3+ 0.0% |
$676 - $840
|
215K
$62.1M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
3+ 0.06% |
$676 - $840
|
5.09K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3+ 0.07% |
$676 - $840
|
4.43K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3+ 0.13% |
$676 - $840
|
2.23K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.28% |
$676 - $840
|
1.08K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
3+ 0.01% |
$676 - $840
|
29.5K
$8.51M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3+ 0.07% |
$676 - $840
|
4.16K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.07% |
$676 - $840
|
4.16K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3+ 0.08% |
$676 - $840
|
3.93K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.09% |
$676 - $840
|
3.35K
$968K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$450 - $560
|
4.5K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.05% |
$450 - $560
|
3.72K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.06% |
$450 - $560
|
3.09K
$892K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2+ 0.22% |
$450 - $560
|
906
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.18% |
$450 - $560
|
1.11K
$321K
|