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 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-49- 0.63% |
$11K - $13.7K
|
7.75K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-49- 4.67% |
$11K - $13.7K
|
1K
$290K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-50- 2.5% |
$11.3K - $14K
|
1.95K
$565K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-50- 4.5% |
$11.3K - $14K
|
1.06K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-50- 1.34% |
$11.3K - $14K
|
3.67K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-50- 0.5% |
$11.3K - $14K
|
9.9K
$2.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-50- 0.69% |
$11.3K - $14K
|
7.23K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-50- 0.5% |
$11.3K - $14K
|
9.98K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 0.22% |
$11.3K - $14K
|
22.2K
$6.44M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-50- 1.74% |
$11.3K - $14K
|
2.82K
$817K
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 0.88% |
$11.3K - $14K
|
5.6K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-50- 1.09% |
$11.3K - $14K
|
4.55K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-51- 1.58% |
$11.5K - $14.3K
|
3.17K
$920K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-51- 0.49% |
$11.5K - $14.3K
|
10.3K
$2.99M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-51- 1.9% |
$11.5K - $14.3K
|
2.64K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-51- 0.04% |
$11.5K - $14.3K
|
114K
$33M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-52- 1.6% |
$11.7K - $14.6K
|
3.19K
$926K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-52- 1.49% |
$11.7K - $14.6K
|
3.44K
$996K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-52- 2.84% |
$11.7K - $14.6K
|
1.78K
$517K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-52- 4.91% |
$11.7K - $14.6K
|
1.01K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-52- 0.27% |
$11.7K - $14.6K
|
18.9K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-52- 1.36% |
$11.7K - $14.6K
|
3.76K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-53- 0.94% |
$11.9K - $14.8K
|
5.56K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-53- 4.33% |
$11.9K - $14.8K
|
1.17K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-53- 5.36% |
$11.9K - $14.8K
|
936
$271K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-53- 1.49% |
$11.9K - $14.8K
|
3.51K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-54- 5.88% |
$12.2K - $15.1K
|
864
$250K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-55- 0.26% |
$12.4K - $15.4K
|
20.8K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-55- 0.75% |
$12.4K - $15.4K
|
7.3K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-56- 3.4% |
$12.6K - $15.7K
|
1.59K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-56- 3.27% |
$12.6K - $15.7K
|
1.66K
$481K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-56- 0.36% |
$12.6K - $15.7K
|
15.5K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-56- 0.96% |
$12.6K - $15.7K
|
5.8K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-56- 4.59% |
$12.6K - $15.7K
|
1.17K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-57- 0.2% |
$12.8K - $16K
|
28.7K
$8.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-57- 2.18% |
$12.8K - $16K
|
2.56K
$741K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-57- 2.1% |
$12.8K - $16K
|
2.65K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-57- 1.87% |
$12.8K - $16K
|
2.99K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-57- 2.45% |
$12.8K - $16K
|
2.27K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-57- 1.8% |
$12.8K - $16K
|
3.11K
$902K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-58- 4.9% |
$13.1K - $16.2K
|
1.13K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-58- 1.77% |
$13.1K - $16.2K
|
3.22K
$933K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-58- 0.52% |
$13.1K - $16.2K
|
11K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-58- 0.1% |
$13.1K - $16.2K
|
56.9K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-58- 6.65% |
$13.1K - $16.2K
|
814
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-59- 5.37% |
$13.3K - $16.5K
|
1.04K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-59- 4.32% |
$13.3K - $16.5K
|
1.31K
$379K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-59- 0.49% |
$13.3K - $16.5K
|
11.9K
$3.45M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-59- 1.02% |
$13.3K - $16.5K
|
5.71K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.18% |
$13.3K - $16.5K
|
32.7K
$9.48M
|