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 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-180- 1.57% |
$40.5K - $50.4K
|
11.3K
$3.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-181- 8.94% |
$40.8K - $50.7K
|
1.84K
$532K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-181- 0.39% |
$40.8K - $50.7K
|
46K
$13.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-183- 0.41% |
$41.2K - $51.2K
|
44.3K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-183- 0.17% |
$41.2K - $51.2K
|
110K
$31.8M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-183- 1.18% |
$41.2K - $51.2K
|
15.3K
$4.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-184- 1.35% |
$41.4K - $51.5K
|
13.5K
$3.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-184- 0.57% |
$41.4K - $51.5K
|
32.2K
$9.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-187- 1.97% |
$42.1K - $52.4K
|
9.32K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-188- 0.82% |
$42.3K - $52.6K
|
22.7K
$6.56M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-188- 0.78% |
$42.3K - $52.6K
|
23.8K
$6.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-189- 3.3% |
$42.6K - $52.9K
|
5.54K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-190- 12.75% |
$42.8K - $53.2K
|
1.3K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-190- 3.41% |
$42.8K - $53.2K
|
5.39K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-190- 11.9% |
$42.8K - $53.2K
|
1.41K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-190- 18.63% |
$42.8K - $53.2K
|
830
$240K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-191- 1.61% |
$43K - $53.5K
|
11.7K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-191- 2.52% |
$43K - $53.5K
|
7.38K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-192- 4.74% |
$43.2K - $53.8K
|
3.86K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-193- 0.35% |
$43.5K - $54K
|
54.2K
$15.6M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-194- 5.0% |
$43.7K - $54.3K
|
3.68K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-194- 5.74% |
$43.7K - $54.3K
|
3.19K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-194- 4.72% |
$43.7K - $54.3K
|
3.92K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-195- 6.27% |
$43.9K - $54.6K
|
2.91K
$841K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-195- 1.11% |
$43.9K - $54.6K
|
17.4K
$5.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-196- 1.38% |
$44.1K - $54.9K
|
14K
$4.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-197- 1.81% |
$44.4K - $55.2K
|
10.7K
$3.08M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-199- 6.45% |
$44.8K - $55.7K
|
2.89K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-199- 0.39% |
$44.8K - $55.7K
|
50.9K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.21% |
$45K - $56K
|
16.4K
$4.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-200- 1.5% |
$45K - $56K
|
13.2K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-200- 11.07% |
$45K - $56K
|
1.61K
$464K
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-201- 2.09% |
$45.3K - $56.3K
|
9.42K
$2.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-202- 0.6% |
$45.5K - $56.5K
|
33.5K
$9.68M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-202- 2.16% |
$45.5K - $56.5K
|
9.13K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-202- 15.3% |
$45.5K - $56.5K
|
1.12K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-202- 2.94% |
$45.5K - $56.5K
|
6.66K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-203- 2.44% |
$45.7K - $56.8K
|
8.13K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-203- 4.92% |
$45.7K - $56.8K
|
3.92K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-205- 0.64% |
$46.2K - $57.4K
|
31.6K
$9.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-205- 15.9% |
$46.2K - $57.4K
|
1.08K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-205- 8.76% |
$46.2K - $57.4K
|
2.14K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-206- 2.83% |
$46.4K - $57.7K
|
7.08K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-207- 3.14% |
$46.6K - $57.9K
|
6.39K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-208- 0.49% |
$46.8K - $58.2K
|
42.1K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-208- 4.52% |
$46.8K - $58.2K
|
4.39K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-209- 24.25% |
$47.1K - $58.5K
|
653
$189K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-209- 18.45% |
$47.1K - $58.5K
|
924
$267K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-211- 3.02% |
$47.5K - $59.1K
|
6.79K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-212- 1.68% |
$47.7K - $59.3K
|
12.4K
$3.58M
|