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 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-110- 0.6% |
$24.8K - $30.8K
|
18.1K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-110- 21.78% |
$24.8K - $30.8K
|
395
$114K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-111- 15.1% |
$25K - $31.1K
|
624
$180K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-111- 1.02% |
$25K - $31.1K
|
10.7K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-111- 7.18% |
$25K - $31.1K
|
1.44K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-111- 14.18% |
$25K - $31.1K
|
672
$194K
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-111- 0.53% |
$25K - $31.1K
|
20.8K
$6.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-112- 6.75% |
$25.2K - $31.4K
|
1.55K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-112- 0.42% |
$25.2K - $31.4K
|
26.7K
$7.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-112- 5.04% |
$25.2K - $31.4K
|
2.11K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-112- 1.31% |
$25.2K - $31.4K
|
8.44K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-113- 0.97% |
$25.4K - $31.6K
|
11.5K
$3.32M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-113- 4.04% |
$25.4K - $31.6K
|
2.69K
$775K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-114- 2.22% |
$25.7K - $31.9K
|
5.03K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-115- 0.22% |
$25.9K - $32.2K
|
52.4K
$15.1M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-115- 1.36% |
$25.9K - $32.2K
|
8.37K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-116- 0.41% |
$26.1K - $32.5K
|
28.4K
$8.19M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-116- 1.07% |
$26.1K - $32.5K
|
10.8K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-116- 0.74% |
$26.1K - $32.5K
|
15.5K
$4.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-117- 2.05% |
$26.3K - $32.8K
|
5.6K
$1.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-117- 8.02% |
$26.3K - $32.8K
|
1.34K
$387K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-117- 5.47% |
$26.3K - $32.8K
|
2.02K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-117- 5.62% |
$26.3K - $32.8K
|
1.97K
$567K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-118- 5.37% |
$26.6K - $33K
|
2.08K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-118- 0.68% |
$26.6K - $33K
|
17.3K
$4.99M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-118- 7.05% |
$26.6K - $33K
|
1.56K
$449K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-119- 3.43% |
$26.8K - $33.3K
|
3.35K
$966K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-119- 9.82% |
$26.8K - $33.3K
|
1.09K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-119- 8.54% |
$26.8K - $33.3K
|
1.28K
$368K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-119- 0.66% |
$26.8K - $33.3K
|
17.9K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-120- 2.15% |
$27K - $33.6K
|
5.45K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-120- 1.87% |
$27K - $33.6K
|
6.31K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-121- 0.49% |
$27.2K - $33.9K
|
24.4K
$7.06M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-122- 3.83% |
$27.5K - $34.2K
|
3.06K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-122- 4.94% |
$27.5K - $34.2K
|
2.35K
$677K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-124- 6.67% |
$27.9K - $34.7K
|
1.74K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-125- 10.43% |
$28.1K - $35K
|
1.07K
$310K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-125- 1.24% |
$28.1K - $35K
|
9.93K
$2.87M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-126- 4.5% |
$28.4K - $35.3K
|
2.68K
$772K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-126- 4.02% |
$28.4K - $35.3K
|
3.01K
$869K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-126- 0.8% |
$28.4K - $35.3K
|
15.7K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-127- 3.53% |
$28.6K - $35.6K
|
3.47K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-127- 0.53% |
$28.6K - $35.6K
|
23.9K
$6.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-128- 1.62% |
$28.8K - $35.8K
|
7.79K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-128- 1.56% |
$28.8K - $35.8K
|
8.05K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-129- 2.79% |
$29K - $36.1K
|
4.49K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-130- 1.22% |
$29.3K - $36.4K
|
10.5K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-130- 2.43% |
$29.3K - $36.4K
|
5.22K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-130- 1.29% |
$29.3K - $36.4K
|
9.94K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-130- 1.2% |
$29.3K - $36.4K
|
10.7K
$3.1M
|