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 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-273- 0.9% |
$61.5K - $76.4K
|
30.1K
$8.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-275- 5.67% |
$61.9K - $77K
|
4.57K
$1.32M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-276- 11.83% |
$62.2K - $77.3K
|
2.06K
$594K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-276- 1.32% |
$62.2K - $77.3K
|
20.6K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-276- 2.27% |
$62.2K - $77.3K
|
11.9K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-277- 1.34% |
$62.4K - $77.5K
|
20.3K
$5.87M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-277- 3.51% |
$62.4K - $77.5K
|
7.61K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-281- 3.05% |
$63.3K - $78.7K
|
8.92K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-283- 0.84% |
$63.7K - $79.2K
|
33.3K
$9.62M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-284- 2.3% |
$64K - $79.5K
|
12K
$3.48M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-284- 1.17% |
$64K - $79.5K
|
24K
$6.94M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
SELL
|
- |
-285- 0.14% |
$64.2K - $79.8K
|
199K
$57.3M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-285- 5.2% |
$64.2K - $79.8K
|
5.19K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-286- 0.63% |
$64.4K - $80.1K
|
44.9K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-286- 15.62% |
$64.4K - $80.1K
|
1.55K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-287- 3.72% |
$64.6K - $80.3K
|
7.42K
$2.14M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-287- 39.48% |
$64.6K - $80.3K
|
440
$127K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-290- 2.07% |
$65.3K - $81.2K
|
13.7K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-290- 1.29% |
$65.3K - $81.2K
|
22.2K
$6.4M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-290- 1.91% |
$65.3K - $81.2K
|
14.9K
$4.31M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-291- 1.5% |
$65.5K - $81.5K
|
19.1K
$5.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-293- 1.2% |
$66K - $82K
|
24.1K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-293- 10.18% |
$66K - $82K
|
2.58K
$746K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-294- 2.86% |
$66.2K - $82.3K
|
9.99K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-295- 12.81% |
$66.4K - $82.6K
|
2.01K
$579K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-296- 0.47% |
$66.7K - $82.9K
|
62.3K
$18M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-297- 4.38% |
$66.9K - $83.1K
|
6.48K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-298- 2.36% |
$67.1K - $83.4K
|
12.4K
$3.57M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-298- 1.97% |
$67.1K - $83.4K
|
14.9K
$4.29M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-298- 2.0% |
$67.1K - $83.4K
|
14.6K
$4.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-299- 21.16% |
$67.3K - $83.7K
|
1.11K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-299- 1.69% |
$67.3K - $83.7K
|
17.4K
$5.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-300- 1.99% |
$67.6K - $84K
|
14.8K
$4.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-300- 3.98% |
$67.6K - $84K
|
7.23K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-300- 2.36% |
$67.6K - $84K
|
12.4K
$3.59M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-300- 3.3% |
$67.6K - $84K
|
8.8K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-300- 1.21% |
$67.6K - $84K
|
24.4K
$7.05M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-300- 0.33% |
$67.6K - $84K
|
89.4K
$25.8M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-300- 18.96% |
$67.6K - $84K
|
1.28K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 3.41% |
$67.6K - $84K
|
8.49K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-302- 2.69% |
$68K - $84.5K
|
10.9K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-306- 1.68% |
$68.9K - $85.7K
|
17.9K
$5.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-308- 1.33% |
$69.4K - $86.2K
|
22.9K
$6.6M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-309- 10.85% |
$69.6K - $86.5K
|
2.54K
$733K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-310- 0.73% |
$69.8K - $86.8K
|
42.1K
$12.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-310- 0.86% |
$69.8K - $86.8K
|
35.7K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-314- 1.2% |
$70.7K - $87.9K
|
25.8K
$7.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-314- 2.39% |
$70.7K - $87.9K
|
12.8K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-315- 9.56% |
$70.9K - $88.2K
|
2.98K
$860K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-315- 1.77% |
$70.9K - $88.2K
|
17.5K
$5.06M
|