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 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-8- 0.34% |
$1.8K - $2.24K
|
2.35K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-8- 0.39% |
$1.8K - $2.24K
|
2.07K
$597K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-8- 0.06% |
$1.8K - $2.24K
|
13.4K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-8- 0.06% |
$1.8K - $2.24K
|
14.4K
$4.16M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-8- 0.26% |
$1.8K - $2.24K
|
3.05K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-8- -0.0% |
$1.8K - $2.24K
|
175K
$50.6M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-8- 0.62% |
$1.8K - $2.24K
|
1.29K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-8- 0.06% |
$1.8K - $2.24K
|
13.9K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-8- 0.9% |
$1.8K - $2.24K
|
883
$255K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-8- 0.21% |
$1.8K - $2.24K
|
3.89K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 14.06% |
$2.03K - $2.52K
|
55
$15.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-9- 0.29% |
$2.03K - $2.52K
|
3.09K
$892K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-9- 0.57% |
$2.03K - $2.52K
|
1.58K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-9- 0.38% |
$2.03K - $2.52K
|
2.39K
$689K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 0.03% |
$2.25K - $2.8K
|
39.3K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-10- 0.54% |
$2.25K - $2.8K
|
1.86K
$537K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-10- 0.47% |
$2.25K - $2.8K
|
2.13K
$613K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-10- 0.2% |
$2.25K - $2.8K
|
5.03K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-10- 0.83% |
$2.25K - $2.8K
|
1.19K
$344K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-11- 0.24% |
$2.48K - $3.08K
|
4.62K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-11- 0.58% |
$2.48K - $3.08K
|
1.88K
$542K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-11- 0.18% |
$2.48K - $3.08K
|
6.07K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-12- 0.93% |
$2.7K - $3.36K
|
1.27K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-12- 0.92% |
$2.7K - $3.36K
|
1.29K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-12- 0.48% |
$2.7K - $3.36K
|
2.48K
$717K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-13- 0.39% |
$2.93K - $3.64K
|
3.29K
$949K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-13- 0.78% |
$2.93K - $3.64K
|
1.64K
$475K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-13- 1.21% |
$2.93K - $3.64K
|
1.07K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-13- 0.82% |
$2.93K - $3.64K
|
1.57K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-13- 1.37% |
$2.93K - $3.64K
|
936
$270K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-13- 1.38% |
$2.93K - $3.64K
|
931
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14- 0.21% |
$3.15K - $3.92K
|
6.61K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-14- 0.47% |
$3.15K - $3.92K
|
2.96K
$854K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-14- 0.32% |
$3.15K - $3.92K
|
4.33K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-14- 0.99% |
$3.15K - $3.92K
|
1.41K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-14- 0.2% |
$3.15K - $3.92K
|
6.97K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-14- 0.27% |
$3.15K - $3.92K
|
5.2K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.14% |
$3.15K - $3.92K
|
10K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-14- 1.93% |
$3.15K - $3.92K
|
711
$205K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 0.1% |
$3.15K - $3.92K
|
14.7K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-14- -0.0% |
$3.15K - $3.92K
|
401K
$116M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-15- 0.82% |
$3.38K - $4.2K
|
1.81K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-15- 0.73% |
$3.38K - $4.2K
|
2.05K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.61% |
$3.38K - $4.2K
|
919
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-15- 0.48% |
$3.38K - $4.2K
|
3.1K
$894K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 0.25% |
$3.38K - $4.2K
|
5.9K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-15- 6.47% |
$3.38K - $4.2K
|
217
$62.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16- 0.15% |
$3.6K - $4.48K
|
10.5K
$3.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-16- 1.23% |
$3.6K - $4.48K
|
1.28K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16- 0.61% |
$3.6K - $4.48K
|
2.62K
$755K
|