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 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-26- 0.55% |
$5.85K - $7.28K
|
4.66K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-26- 0.41% |
$5.85K - $7.28K
|
6.3K
$1.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-27- 1.31% |
$6.08K - $7.56K
|
2.04K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-27- 1.35% |
$6.08K - $7.56K
|
1.98K
$571K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-27- 1.39% |
$6.08K - $7.56K
|
1.92K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-27- 0.25% |
$6.08K - $7.56K
|
10.8K
$3.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-28- 3.24% |
$6.31K - $7.84K
|
835
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-28- 2.26% |
$6.31K - $7.84K
|
1.21K
$350K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-28- 1.73% |
$6.31K - $7.84K
|
1.59K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-28- 1.73% |
$6.31K - $7.84K
|
1.59K
$459K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-29- 4.16% |
$6.53K - $8.12K
|
668
$193K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-29- 1.39% |
$6.53K - $8.12K
|
2.06K
$594K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-29- 0.35% |
$6.53K - $8.12K
|
8.26K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-30- 2.65% |
$6.76K - $8.4K
|
1.1K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 0.61% |
$6.76K - $8.4K
|
4.93K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-30- 1.17% |
$6.76K - $8.4K
|
2.53K
$730K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-31- 0.28% |
$6.98K - $8.68K
|
11.1K
$3.2M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-31- 0.11% |
$6.98K - $8.68K
|
28K
$8.09M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-31- 1.91% |
$6.98K - $8.68K
|
1.59K
$460K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-31- 3.25% |
$6.98K - $8.68K
|
924
$267K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-32- 3.06% |
$7.21K - $8.96K
|
1.02K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-32- 0.44% |
$7.21K - $8.96K
|
7.3K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-32- 0.58% |
$7.21K - $8.96K
|
5.51K
$1.59M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-32- 0.44% |
$7.21K - $8.96K
|
7.31K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-33- 2.57% |
$7.43K - $9.24K
|
1.25K
$361K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-33- 2.4% |
$7.43K - $9.24K
|
1.34K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-33- 0.9% |
$7.43K - $9.24K
|
3.63K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-33- 1.49% |
$7.43K - $9.24K
|
2.18K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-33- 1.67% |
$7.43K - $9.24K
|
1.94K
$561K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-34- 0.09% |
$7.66K - $9.52K
|
38.3K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-34- 1.88% |
$7.66K - $9.52K
|
1.77K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-34- 3.26% |
$7.66K - $9.52K
|
1.01K
$292K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-35- 1.05% |
$7.88K - $9.8K
|
3.29K
$950K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-35- 0.44% |
$7.88K - $9.8K
|
7.99K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-35- 0.45% |
$7.88K - $9.8K
|
7.79K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-35- 0.25% |
$7.88K - $9.8K
|
14.2K
$4.1M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-36- 1.13% |
$8.11K - $10.1K
|
3.14K
$907K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-37- 0.59% |
$8.33K - $10.4K
|
6.25K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-37- 6.14% |
$8.33K - $10.4K
|
566
$163K
|
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-37- 0.32% |
$8.33K - $10.4K
|
11.6K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-37- 3.0% |
$8.33K - $10.4K
|
1.2K
$346K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-37- 3.35% |
$8.33K - $10.4K
|
1.07K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-38- 3.16% |
$8.56K - $10.6K
|
1.16K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-38- 0.18% |
$8.56K - $10.6K
|
20.8K
$5.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-39- 0.74% |
$8.78K - $10.9K
|
5.26K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-39- 1.53% |
$8.78K - $10.9K
|
2.5K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-39- 0.75% |
$8.78K - $10.9K
|
5.18K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-39- 0.02% |
$8.78K - $10.9K
|
251K
$72.4M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-39- 0.37% |
$8.78K - $10.9K
|
10.4K
$2.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-40- 0.16% |
$9.01K - $11.2K
|
24.9K
$7.19M
|