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 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1- 0.02% |
$225 - $280
|
4.36K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1- 0.08% |
$225 - $280
|
1.24K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1- 0.04% |
$225 - $280
|
2.4K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-1- 0.06% |
$225 - $280
|
1.63K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-1- 0.11% |
$225 - $280
|
932
$269K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.01% |
$225 - $280
|
14.3K
$4.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.04% |
$450 - $560
|
5.03K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2- 0.07% |
$450 - $560
|
2.87K
$828K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 0.08% |
$450 - $560
|
2.62K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-2- 0.09% |
$450 - $560
|
2.33K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.05% |
$450 - $560
|
3.64K
$1.05M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3- 0.35% |
$676 - $840
|
849
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3- 0.2% |
$676 - $840
|
1.49K
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-3- 0.04% |
$676 - $840
|
7.4K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-3- 0.2% |
$676 - $840
|
1.5K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3- 0.16% |
$676 - $840
|
1.87K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-3- 0.29% |
$676 - $840
|
1.04K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-3- 0.03% |
$676 - $840
|
8.63K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-3- 2.17% |
$676 - $840
|
135
$39K
|
|
|
May 14, 2025
Q1 2025
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-3- 0.01% |
$676 - $840
|
29.4K
$8.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-4- 0.33% |
$901 - $1.12K
|
1.22K
$351K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-4- 0.02% |
$901 - $1.12K
|
17.6K
$5.08M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-4- 0.08% |
$901 - $1.12K
|
4.76K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-5- 0.25% |
$1.13K - $1.4K
|
1.96K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.15% |
$1.13K - $1.4K
|
3.3K
$954K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-5- 0.18% |
$1.13K - $1.4K
|
2.74K
$791K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5- 0.26% |
$1.13K - $1.4K
|
1.93K
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-5- 0.03% |
$1.13K - $1.4K
|
17.9K
$5.16M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-5- 0.28% |
$1.13K - $1.4K
|
1.79K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-5- 0.16% |
$1.13K - $1.4K
|
3.12K
$900K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5- 0.08% |
$1.13K - $1.4K
|
6.06K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-6- 1.04% |
$1.35K - $1.68K
|
570
$165K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6- 0.31% |
$1.35K - $1.68K
|
1.9K
$548K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6- 0.37% |
$1.35K - $1.68K
|
1.61K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.34% |
$1.35K - $1.68K
|
1.78K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-6- 0.91% |
$1.35K - $1.68K
|
651
$188K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-6- 0.4% |
$1.35K - $1.68K
|
1.51K
$437K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-7- 0.06% |
$1.58K - $1.96K
|
11.1K
$3.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-7- 0.22% |
$1.58K - $1.96K
|
3.2K
$923K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.15% |
$1.58K - $1.96K
|
4.71K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-7- 0.37% |
$1.58K - $1.96K
|
1.88K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-7- 0.58% |
$1.58K - $1.96K
|
1.2K
$347K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-7- 0.31% |
$1.58K - $1.96K
|
2.27K
$656K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-7- 0.76% |
$1.58K - $1.96K
|
920
$266K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-7- 0.16% |
$1.58K - $1.96K
|
4.26K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-7- 5.69% |
$1.58K - $1.96K
|
116
$33.5K
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
SELL
|
- |
-7- 0.3% |
$1.58K - $1.96K
|
2.31K
$668K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-8- 0.55% |
$1.8K - $2.24K
|
1.46K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-8- 0.25% |
$1.8K - $2.24K
|
3.15K
$910K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-8- 0.62% |
$1.8K - $2.24K
|
1.29K
$372K
|