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 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-78- 0.25% |
$17.6K - $21.8K
|
31.6K
$9.13M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-78- 0.78% |
$17.6K - $21.8K
|
9.88K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-78- 0.46% |
$17.6K - $21.8K
|
16.7K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-78- 0.05% |
$17.6K - $21.8K
|
147K
$42.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-79- 0.44% |
$17.8K - $22.1K
|
17.7K
$5.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-79- 1.18% |
$17.8K - $22.1K
|
6.62K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-79- 3.31% |
$17.8K - $22.1K
|
2.31K
$667K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-79- 0.39% |
$17.8K - $22.1K
|
20.3K
$5.85M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-79- 1.08% |
$17.8K - $22.1K
|
7.25K
$2.09M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-79- 0.32% |
$17.8K - $22.1K
|
24.9K
$7.17M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-79- 1.22% |
$17.8K - $22.1K
|
6.41K
$1.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-80- 0.33% |
$18K - $22.4K
|
23.9K
$6.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-80- 0.18% |
$18K - $22.4K
|
43.9K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-81- 0.96% |
$18.2K - $22.7K
|
8.36K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-82- 3.64% |
$18.5K - $23K
|
2.17K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-82- 3.08% |
$18.5K - $23K
|
2.58K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-82- 8.35% |
$18.5K - $23K
|
900
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-83- 5.49% |
$18.7K - $23.2K
|
1.43K
$412K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-83- 0.73% |
$18.7K - $23.2K
|
11.3K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-83- 3.21% |
$18.7K - $23.2K
|
2.5K
$722K
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-83- 0.43% |
$18.7K - $23.2K
|
19.1K
$5.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-84- 0.37% |
$18.9K - $23.5K
|
22.8K
$6.59M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-84- 1.48% |
$18.9K - $23.5K
|
5.59K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-85- 2.77% |
$19.1K - $23.8K
|
2.98K
$861K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-85- 0.82% |
$19.1K - $23.8K
|
10.3K
$2.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-85- 0.7% |
$19.1K - $23.8K
|
12K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-85- 1.55% |
$19.1K - $23.8K
|
5.41K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-86- 2.43% |
$19.4K - $24.1K
|
3.46K
$999K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-86- 3.74% |
$19.4K - $24.1K
|
2.21K
$639K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-87- 2.92% |
$19.6K - $24.4K
|
2.9K
$836K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-89- 3.0% |
$20K - $24.9K
|
2.87K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-90- 5.05% |
$20.3K - $25.2K
|
1.69K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-90- 0.28% |
$20.3K - $25.2K
|
31.6K
$9.13M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-90- 11.24% |
$20.3K - $25.2K
|
711
$205K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.35% |
$20.3K - $25.2K
|
6.6K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-91- 6.34% |
$20.5K - $25.5K
|
1.35K
$388K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-92- 2.1% |
$20.7K - $25.8K
|
4.29K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-92- 2.58% |
$20.7K - $25.8K
|
3.48K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-92- 0.24% |
$20.7K - $25.8K
|
38.6K
$11.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-93- 0.55% |
$20.9K - $26K
|
16.8K
$4.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-93- 0.42% |
$20.9K - $26K
|
21.9K
$6.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-93- 4.7% |
$20.9K - $26K
|
1.89K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-93- 3.11% |
$20.9K - $26K
|
2.9K
$837K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-94- 1.2% |
$21.2K - $26.3K
|
7.73K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-94- 4.37% |
$21.2K - $26.3K
|
2.06K
$593K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-94- 7.79% |
$21.2K - $26.3K
|
1.11K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-95- 6.92% |
$21.4K - $26.6K
|
1.28K
$369K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-95- 1.47% |
$21.4K - $26.6K
|
6.38K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-95- 1.9% |
$21.4K - $26.6K
|
4.91K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-96- 3.3% |
$21.6K - $26.9K
|
2.81K
$811K
|