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 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-16- 0.14% |
$3.6K - $4.48K
|
11.7K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-17- 1.32% |
$3.83K - $4.76K
|
1.28K
$368K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 0.04% |
$3.83K - $4.76K
|
37.8K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-17- 1.54% |
$3.83K - $4.76K
|
1.09K
$314K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-17- 0.21% |
$3.83K - $4.76K
|
8.01K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-17- 0.14% |
$3.83K - $4.76K
|
12.2K
$3.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-18- 0.16% |
$4.05K - $5.04K
|
11.3K
$3.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.48% |
$4.05K - $5.04K
|
3.74K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-18- 0.26% |
$4.05K - $5.04K
|
6.92K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-18- 0.05% |
$4.05K - $5.04K
|
39K
$11.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-18- 0.58% |
$4.05K - $5.04K
|
3.09K
$892K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-18- 0.07% |
$4.05K - $5.04K
|
24.2K
$6.99M
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-18- -0.0% |
$4.05K - $5.04K
|
452K
$131M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-19- 1.56% |
$4.28K - $5.32K
|
1.2K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-19- 0.59% |
$4.28K - $5.32K
|
3.18K
$917K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-20- 1.77% |
$4.5K - $5.6K
|
1.11K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-20- 0.05% |
$4.5K - $5.6K
|
37.9K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-20- 0.16% |
$4.5K - $5.6K
|
12.9K
$3.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.54% |
$4.5K - $5.6K
|
3.67K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-20- 0.38% |
$4.5K - $5.6K
|
5.3K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.1% |
$4.5K - $5.6K
|
21K
$6.06M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-20- 0.17% |
$4.5K - $5.6K
|
11.9K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-20- 0.4% |
$4.5K - $5.6K
|
5K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-20- 1.19% |
$4.5K - $5.6K
|
1.66K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-20- 1.25% |
$4.5K - $5.6K
|
1.57K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-20- 1.11% |
$4.5K - $5.6K
|
1.77K
$512K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-20- 0.24% |
$4.5K - $5.6K
|
8.17K
$2.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-21- 0.43% |
$4.73K - $5.88K
|
4.82K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 4.06% |
$4.73K - $5.88K
|
496
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-21- 0.11% |
$4.73K - $5.88K
|
18.4K
$5.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-22- 1.93% |
$4.95K - $6.16K
|
1.12K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-22- 2.11% |
$4.95K - $6.16K
|
1.02K
$294K
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-22- 2.52% |
$4.95K - $6.16K
|
850
$245K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-23- 1.04% |
$5.18K - $6.44K
|
2.19K
$633K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-23- 0.17% |
$5.18K - $6.44K
|
13.9K
$4M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-24- 0.22% |
$5.4K - $6.72K
|
10.7K
$3.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-24- 0.61% |
$5.4K - $6.72K
|
3.89K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-24- 0.22% |
$5.4K - $6.72K
|
11.1K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-25- 11.11% |
$5.63K - $7K
|
200
$57.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25- 4.5% |
$5.63K - $7K
|
530
$153K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-25- 0.69% |
$5.63K - $7K
|
3.58K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-25- 1.27% |
$5.63K - $7K
|
1.94K
$560K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-25- 0.13% |
$5.63K - $7K
|
19K
$5.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-25- 1.95% |
$5.63K - $7K
|
1.26K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 0.11% |
$5.63K - $7K
|
22K
$6.34M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-25- 1.72% |
$5.63K - $7K
|
1.43K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-25- 1.32% |
$5.63K - $7K
|
1.87K
$540K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-25- 0.25% |
$5.63K - $7K
|
9.95K
$2.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-26- 1.21% |
$5.85K - $7.28K
|
2.12K
$613K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-26- 0.52% |
$5.85K - $7.28K
|
4.93K
$1.42M
|