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 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.16% |
$450 - $560
|
1.26K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$450 - $560
|
2.02K
$582K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.25% |
$450 - $560
|
792
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2+ 0.14% |
$450 - $560
|
1.39K
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2+ 0.17% |
$450 - $560
|
1.16K
$336K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.47% |
$450 - $560
|
426
$123K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
2+ 0.05% |
$450 - $560
|
3.65K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2+ 0.06% |
$450 - $560
|
3.52K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.08% |
$450 - $560
|
2.58K
$744K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$225 - $280
|
1.46K
$421K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$225 - $280
|
3.99K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.03% |
$225 - $280
|
2.89K
$835K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1+ 0.09% |
$225 - $280
|
1.18K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$225 - $280
|
218
$62.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.1% |
$225 - $280
|
955
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.53% |
$225 - $280
|
189
$54.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
1+ 0.06% |
$225 - $280
|
1.76K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$225 - $280
|
38.2K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$225 - $280
|
3.19K
$920K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1+ 0.07% |
$225 - $280
|
1.42K
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.36% |
$225 - $280
|
277
$80K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1+ 0.08% |
$225 - $280
|
1.3K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1+ 0.09% |
$225 - $280
|
1.17K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1+ 0.02% |
$225 - $280
|
5.48K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.05% |
$225 - $280
|
2.07K
$597K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.03% |
$225 - $280
|
2.98K
$860K
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1+ 0.03% |
$225 - $280
|
3.98K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.06% |
$225 - $280
|
1.67K
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
1+ 0.1% |
$225 - $280
|
972
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$225 - $280
|
2.42K
$697K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1+ 0.05% |
$225 - $280
|
2.21K
$639K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1+ 0.02% |
$225 - $280
|
4.78K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1+ 0.01% |
$225 - $280
|
13K
$3.77M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1+ 0.12% |
$225 - $280
|
849
$245K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$225 - $280
|
9.35K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.04% |
$225 - $280
|
2.56K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1+ 0.11% |
$225 - $280
|
919
$265K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1+ 0.01% |
$225 - $280
|
14.9K
$4.29M
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.06% |
$225 - $280
|
1.72K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1+ 0.01% |
$225 - $280
|
6.77K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1+ 0.05% |
$225 - $280
|
1.98K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$225 - $280
|
767
$221K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1+ 0.0% |
$225 - $280
|
22.3K
$6.43M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1+ 0.1% |
$225 - $280
|
1.01K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1+ 0.02% |
$225 - $280
|
4.39K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
1+ 0.05% |
$225 - $280
|
2.18K
$630K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$225 - $280
|
15.4K
$4.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- 0.02% |
$225 - $280
|
5.03K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1- 0.08% |
$225 - $280
|
1.28K
$368K
|