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
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-152- 5.03% |
$34.2K - $42.6K
|
2.87K
$828K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-153- 0.94% |
$34.5K - $42.8K
|
16K
$4.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-153- 5.88% |
$34.5K - $42.8K
|
2.45K
$707K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-153- 2.37% |
$34.5K - $42.8K
|
6.3K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-154- 1.51% |
$34.7K - $43.1K
|
10K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-154- 6.59% |
$34.7K - $43.1K
|
2.18K
$630K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-155- 2.97% |
$34.9K - $43.4K
|
5.06K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-155- 3.1% |
$34.9K - $43.4K
|
4.85K
$1.4M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-155- 23.52% |
$34.9K - $43.4K
|
504
$146K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-156- 0.48% |
$35.1K - $43.7K
|
32.6K
$9.41M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-156- 15.89% |
$35.1K - $43.7K
|
826
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-157- 0.71% |
$35.4K - $44K
|
22.1K
$6.38M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-157- 3.39% |
$35.4K - $44K
|
4.47K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-158- 2.76% |
$35.6K - $44.2K
|
5.58K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-158- 3.17% |
$35.6K - $44.2K
|
4.82K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-158- 5.38% |
$35.6K - $44.2K
|
2.78K
$802K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-159- 0.62% |
$35.8K - $44.5K
|
25.5K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-159- 0.39% |
$35.8K - $44.5K
|
40.9K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-159- 13.66% |
$35.8K - $44.5K
|
1.01K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-160- 1.42% |
$36K - $44.8K
|
11.1K
$3.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-160- 0.61% |
$36K - $44.8K
|
25.9K
$7.47M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-160- 0.96% |
$36K - $44.8K
|
16.5K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-160- 1.09% |
$36K - $44.8K
|
14.5K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-162- 3.61% |
$36.5K - $45.4K
|
4.32K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-163- 1.01% |
$36.7K - $45.6K
|
16K
$4.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-164- 1.55% |
$36.9K - $45.9K
|
10.4K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-164- 3.64% |
$36.9K - $45.9K
|
4.34K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-165- 1.92% |
$37.2K - $46.2K
|
8.43K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-165- 0.21% |
$37.2K - $46.2K
|
80K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-165- 73.33% |
$37.2K - $46.2K
|
60
$17.3K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-165- 1.87% |
$37.2K - $46.2K
|
8.64K
$2.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-167- 1.64% |
$37.6K - $46.8K
|
10K
$2.89M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-168- 9.69% |
$37.8K - $47K
|
1.57K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-168- 0.5% |
$37.8K - $47K
|
33.7K
$9.72M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-170- 1.43% |
$38.3K - $47.6K
|
11.7K
$3.39M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-170- 3.34% |
$38.3K - $47.6K
|
4.92K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-170- 2.71% |
$38.3K - $47.6K
|
6.11K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-170- 2.97% |
$38.3K - $47.6K
|
5.55K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-170- 1.84% |
$38.3K - $47.6K
|
9.09K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-170- 1.66% |
$38.3K - $47.6K
|
10.1K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-171- 4.54% |
$38.5K - $47.9K
|
3.6K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-172- 1.11% |
$38.7K - $48.2K
|
15.3K
$4.41M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-174- 0.82% |
$39.2K - $48.7K
|
21.2K
$6.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-175- 5.06% |
$39.4K - $49K
|
3.28K
$948K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-175- 1.61% |
$39.4K - $49K
|
10.7K
$3.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-175- 3.77% |
$39.4K - $49K
|
4.47K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-175- 0.34% |
$39.4K - $49K
|
51.6K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-175- 8.54% |
$39.4K - $49K
|
1.88K
$541K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-176- 0.57% |
$39.6K - $49.3K
|
30.5K
$8.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
SELL
|
- |
-180- 6.54% |
$40.5K - $50.4K
|
2.57K
$743K
|