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 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-131- 0.58% |
$29.5K - $36.7K
|
22.3K
$6.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-131- 1.82% |
$29.5K - $36.7K
|
7.06K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-131- 1.53% |
$29.5K - $36.7K
|
8.44K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-131- 0.57% |
$29.5K - $36.7K
|
22.7K
$6.54M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-131- 0.23% |
$29.5K - $36.7K
|
57.2K
$16.5M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-132- 0.06% |
$29.7K - $37K
|
211K
$61M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-132- 1.26% |
$29.7K - $37K
|
10.4K
$2.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-133- 0.99% |
$30K - $37.2K
|
13.3K
$3.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-133- 3.22% |
$30K - $37.2K
|
4K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-133- 0.69% |
$30K - $37.2K
|
19.3K
$5.56M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-133- 4.19% |
$30K - $37.2K
|
3.04K
$878K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-134- 0.23% |
$30.2K - $37.5K
|
57.2K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-134- 3.25% |
$30.2K - $37.5K
|
3.99K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-135- 7.5% |
$30.4K - $37.8K
|
1.67K
$481K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-136- 5.29% |
$30.6K - $38.1K
|
2.43K
$702K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-136- 3.36% |
$30.6K - $38.1K
|
3.91K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-136- 8.22% |
$30.6K - $38.1K
|
1.52K
$438K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-136- 0.07% |
$30.6K - $38.1K
|
199K
$57.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-137- 8.35% |
$30.9K - $38.4K
|
1.5K
$434K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-137- 4.94% |
$30.9K - $38.4K
|
2.64K
$761K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-138- 5.32% |
$31.1K - $38.6K
|
2.45K
$708K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-138- 5.35% |
$31.1K - $38.6K
|
2.44K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-138- 3.4% |
$31.1K - $38.6K
|
3.92K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-139- 4.33% |
$31.3K - $38.9K
|
3.07K
$886K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-140- 9.45% |
$31.5K - $39.2K
|
1.34K
$387K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-140- 4.06% |
$31.5K - $39.2K
|
3.31K
$954K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-140- 7.57% |
$31.5K - $39.2K
|
1.71K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-140- 1.13% |
$31.5K - $39.2K
|
12.3K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-140- 1.6% |
$31.5K - $39.2K
|
8.62K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-143- 1.68% |
$32.2K - $40K
|
8.35K
$2.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-143- 0.93% |
$32.2K - $40K
|
15.2K
$4.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-143- 1.51% |
$32.2K - $40K
|
9.32K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-143- 0.77% |
$32.2K - $40K
|
18.5K
$5.34M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-143- 2.94% |
$32.2K - $40K
|
4.72K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-144- 5.54% |
$32.4K - $40.3K
|
2.46K
$709K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-145- 0.84% |
$32.7K - $40.6K
|
17.2K
$4.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-146- 6.0% |
$32.9K - $40.9K
|
2.29K
$660K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-146- 1.01% |
$32.9K - $40.9K
|
14.4K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-146- 5.49% |
$32.9K - $40.9K
|
2.51K
$726K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-147- 2.53% |
$33.1K - $41.2K
|
5.67K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-147- 0.35% |
$33.1K - $41.2K
|
41.8K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-150- 0.9% |
$33.8K - $42K
|
16.5K
$4.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-150- 0.97% |
$33.8K - $42K
|
15.3K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-150- 1.68% |
$33.8K - $42K
|
8.78K
$2.54M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-150- 13.57% |
$33.8K - $42K
|
955
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-151- 1.81% |
$34K - $42.3K
|
8.2K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-151- 2.1% |
$34K - $42.3K
|
7.03K
$2.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-152- 0.37% |
$34.2K - $42.6K
|
40.8K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-152- 0.16% |
$34.2K - $42.6K
|
96.2K
$27.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-152- 4.56% |
$34.2K - $42.6K
|
3.18K
$919K
|