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 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-40- 0.58% |
$9.01K - $11.2K
|
6.82K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-40- 0.98% |
$9.01K - $11.2K
|
4.03K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-40- 4.11% |
$9.01K - $11.2K
|
934
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-40- 0.15% |
$9.01K - $11.2K
|
26.8K
$7.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-40- 0.05% |
$9.01K - $11.2K
|
80.9K
$23.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-40- 0.8% |
$9.01K - $11.2K
|
4.94K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 0.66% |
$9.01K - $11.2K
|
5.99K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-40- 3.99% |
$9.01K - $11.2K
|
962
$278K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-40- 3.56% |
$9.01K - $11.2K
|
1.08K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-40- 0.82% |
$9.01K - $11.2K
|
4.86K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-41- 0.1% |
$9.23K - $11.5K
|
40.9K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-41- 0.38% |
$9.23K - $11.5K
|
10.6K
$3.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-42- 3.0% |
$9.46K - $11.8K
|
1.36K
$392K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-42- 0.26% |
$9.46K - $11.8K
|
16.1K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-42- 0.87% |
$9.46K - $11.8K
|
4.81K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-42- 0.95% |
$9.46K - $11.8K
|
4.39K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-42- 3.72% |
$9.46K - $11.8K
|
1.09K
$314K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-43- 0.77% |
$9.68K - $12K
|
5.56K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-43- 0.39% |
$9.68K - $12K
|
10.9K
$3.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-43- 0.69% |
$9.68K - $12K
|
6.17K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-43- 1.61% |
$9.68K - $12K
|
2.63K
$759K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-43- 2.06% |
$9.68K - $12K
|
2.04K
$590K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-43- 2.74% |
$9.68K - $12K
|
1.53K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-43- 2.31% |
$9.68K - $12K
|
1.82K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-43- 0.14% |
$9.68K - $12K
|
30.2K
$8.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-44- 4.29% |
$9.91K - $12.3K
|
981
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-45- 0.52% |
$10.1K - $12.6K
|
8.57K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-45- 0.39% |
$10.1K - $12.6K
|
11.4K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-45- 3.08% |
$10.1K - $12.6K
|
1.41K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-45- 0.2% |
$10.1K - $12.6K
|
22.9K
$6.62M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-45- 0.16% |
$10.1K - $12.6K
|
28.3K
$8.17M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-45- 0.45% |
$10.1K - $12.6K
|
9.92K
$2.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-46- 2.21% |
$10.4K - $12.9K
|
2.03K
$587K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-46- 1.56% |
$10.4K - $12.9K
|
2.91K
$840K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-47- 1.64% |
$10.6K - $13.2K
|
2.82K
$813K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-48- 4.18% |
$10.8K - $13.4K
|
1.1K
$318K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-48- 2.51% |
$10.8K - $13.4K
|
1.86K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-48- 2.17% |
$10.8K - $13.4K
|
2.17K
$625K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-48- 4.21% |
$10.8K - $13.4K
|
1.09K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-49- 0.55% |
$11K - $13.7K
|
8.92K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-49- 0.05% |
$11K - $13.7K
|
97.9K
$28.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-49- 2.52% |
$11K - $13.7K
|
1.9K
$547K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-49- 1.93% |
$11K - $13.7K
|
2.49K
$719K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.14% |
$11K - $13.7K
|
33.9K
$9.8M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-49- 4.87% |
$11K - $13.7K
|
957
$276K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49- 0.3% |
$11K - $13.7K
|
16.5K
$4.76M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-49- 4.56% |
$11K - $13.7K
|
1.03K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-49- 0.63% |
$11K - $13.7K
|
7.75K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-49- 4.67% |
$11K - $13.7K
|
1K
$289K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-50- 2.5% |
$11.3K - $14K
|
1.95K
$563K
|