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 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-212- 1.68% |
$47.7K - $59.3K
|
12.4K
$3.58M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-212- 0.28% |
$47.7K - $59.3K
|
74.5K
$21.5M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-212- 10.26% |
$47.7K - $59.3K
|
1.85K
$535K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-213- 7.8% |
$48K - $59.6K
|
2.52K
$727K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-213- 13.56% |
$48K - $59.6K
|
1.36K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-214- 1.22% |
$48.2K - $59.9K
|
17.4K
$5.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-214- 0.55% |
$48.2K - $59.9K
|
38.8K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-215- 69.81% |
$48.4K - $60.2K
|
93
$26.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-216- 1.05% |
$48.6K - $60.5K
|
20.3K
$5.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-218- 3.15% |
$49.1K - $61K
|
6.71K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-218- 3.89% |
$49.1K - $61K
|
5.39K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-219- 8.71% |
$49.3K - $61.3K
|
2.3K
$663K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-220- 2.52% |
$49.5K - $61.6K
|
8.5K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-220- 2.33% |
$49.5K - $61.6K
|
9.23K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-220- 2.38% |
$49.5K - $61.6K
|
9.03K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-220- 1.58% |
$49.5K - $61.6K
|
13.7K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-221- 3.04% |
$49.8K - $61.9K
|
7.05K
$2.04M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-222- 2.1% |
$50K - $62.1K
|
10.4K
$2.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-223- 1.96% |
$50.2K - $62.4K
|
11.2K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-225- 6.29% |
$50.7K - $63K
|
3.35K
$968K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-225- 3.65% |
$50.7K - $63K
|
5.94K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-225- 0.59% |
$50.7K - $63K
|
38K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-225- 2.36% |
$50.7K - $63K
|
9.32K
$2.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-226- 5.42% |
$50.9K - $63.3K
|
3.95K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-226- 1.87% |
$50.9K - $63.3K
|
11.9K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-228- 2.48% |
$51.3K - $63.8K
|
8.98K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-229- 4.97% |
$51.6K - $64.1K
|
4.38K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-229- 0.66% |
$51.6K - $64.1K
|
34.6K
$9.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-229- 6.13% |
$51.6K - $64.1K
|
3.51K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-229- 1.18% |
$51.6K - $64.1K
|
19.2K
$5.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-230- 0.1% |
$51.8K - $64.4K
|
238K
$68.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-230- 0.9% |
$51.8K - $64.4K
|
25.2K
$7.29M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-232- 0.21% |
$52.2K - $64.9K
|
110K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-234- 7.54% |
$52.7K - $65.5K
|
2.87K
$828K
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-235- 2.73% |
$52.9K - $65.8K
|
8.36K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-235- 0.43% |
$52.9K - $65.8K
|
54.1K
$15.6M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-236- 1.05% |
$53.1K - $66.1K
|
22.3K
$6.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-237- 1.44% |
$53.4K - $66.3K
|
16.2K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-237- 0.36% |
$53.4K - $66.3K
|
65.1K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-237- 1.26% |
$53.4K - $66.3K
|
18.5K
$5.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-238- 0.73% |
$53.6K - $66.6K
|
32.6K
$9.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-239- 1.34% |
$53.8K - $66.9K
|
17.5K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-240- 20.8% |
$54K - $67.2K
|
914
$264K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-240- 0.58% |
$54K - $67.2K
|
41.1K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-241- 8.61% |
$54.3K - $67.5K
|
2.56K
$738K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-241- 0.82% |
$54.3K - $67.5K
|
29K
$8.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-242- 1.81% |
$54.5K - $67.7K
|
13.2K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-242- 1.2% |
$54.5K - $67.7K
|
19.9K
$5.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-243- 0.47% |
$54.7K - $68K
|
51.8K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-243- 0.06% |
$54.7K - $68K
|
401K
$116M
|