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 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-96- 5.47% |
$21.6K - $26.9K
|
1.66K
$479K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-96- 2.2% |
$21.6K - $26.9K
|
4.27K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-97- 1.03% |
$21.8K - $27.2K
|
9.33K
$2.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-97- 2.21% |
$21.8K - $27.2K
|
4.29K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-97- 0.27% |
$21.8K - $27.2K
|
35.3K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-97- 7.54% |
$21.8K - $27.2K
|
1.19K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-97- 4.61% |
$21.8K - $27.2K
|
2.01K
$580K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-98- 0.93% |
$22.1K - $27.4K
|
10.5K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-98- 0.81% |
$22.1K - $27.4K
|
11.9K
$3.45M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-99- 0.91% |
$22.3K - $27.7K
|
10.8K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-99- 0.51% |
$22.3K - $27.7K
|
19.2K
$5.54M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-99- 5.37% |
$22.3K - $27.7K
|
1.74K
$503K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-100- 4.12% |
$22.5K - $28K
|
2.33K
$672K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-100- 0.49% |
$22.5K - $28K
|
20.1K
$5.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-100- 5.09% |
$22.5K - $28K
|
1.87K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-100- 0.43% |
$22.5K - $28K
|
23.3K
$6.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-100- 1.47% |
$22.5K - $28K
|
6.71K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-100- 0.99% |
$22.5K - $28K
|
10K
$2.9M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-100- 1.01% |
$22.5K - $28K
|
9.77K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-100- 1.72% |
$22.5K - $28K
|
5.7K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.81% |
$22.5K - $28K
|
12.3K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-100- 0.68% |
$22.5K - $28K
|
14.6K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-100- 2.49% |
$22.5K - $28K
|
3.92K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 2.92% |
$22.5K - $28K
|
3.33K
$961K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-100- 5.8% |
$22.5K - $28K
|
1.63K
$469K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-101- 3.06% |
$22.7K - $28.3K
|
3.21K
$925K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-101- 10.62% |
$22.7K - $28.3K
|
850
$245K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-101- 0.17% |
$22.7K - $28.3K
|
59.4K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-101- 1.07% |
$22.7K - $28.3K
|
9.33K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-101- 0.34% |
$22.7K - $28.3K
|
29.9K
$8.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-102- 6.89% |
$23K - $28.6K
|
1.38K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-102- 2.73% |
$23K - $28.6K
|
3.63K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-102- 0.05% |
$23K - $28.6K
|
194K
$56M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-103- 4.89% |
$23.2K - $28.8K
|
2K
$579K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-103- 1.28% |
$23.2K - $28.8K
|
7.95K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-104- 0.4% |
$23.4K - $29.1K
|
25.9K
$7.49M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-104- 6.79% |
$23.4K - $29.1K
|
1.43K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-104- 2.32% |
$23.4K - $29.1K
|
4.38K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-105- 0.35% |
$23.6K - $29.4K
|
30K
$8.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-105- 1.39% |
$23.6K - $29.4K
|
7.46K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-106- 3.13% |
$23.9K - $29.7K
|
3.28K
$947K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-107- 0.47% |
$24.1K - $30K
|
22.5K
$6.49M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-107- 0.62% |
$24.1K - $30K
|
17.3K
$4.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-108- 3.77% |
$24.3K - $30.2K
|
2.76K
$795K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-108- 14.46% |
$24.3K - $30.2K
|
639
$184K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-108- 0.11% |
$24.3K - $30.2K
|
95.5K
$27.6M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-109- 0.87% |
$24.5K - $30.5K
|
12.5K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-109- 0.45% |
$24.5K - $30.5K
|
24.3K
$7.02M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-109- 5.31% |
$24.5K - $30.5K
|
1.94K
$561K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-110- 1.01% |
$24.8K - $30.8K
|
10.7K
$3.1M
|