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 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-315- 4.98% |
$70.9K - $88.2K
|
6.01K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-317- 2.33% |
$71.4K - $88.7K
|
13.3K
$3.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-318- 6.25% |
$71.6K - $89K
|
4.77K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-318- 17.39% |
$71.6K - $89K
|
1.51K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-319- 2.69% |
$71.8K - $89.3K
|
11.5K
$3.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-320- 3.34% |
$72.1K - $89.6K
|
9.26K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-320- 4.47% |
$72.1K - $89.6K
|
6.83K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-320- 2.73% |
$72.1K - $89.6K
|
11.4K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-321- 8.0% |
$72.3K - $89.9K
|
3.69K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-324- 21.98% |
$73K - $90.7K
|
1.15K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-326- 24.77% |
$73.4K - $91.3K
|
990
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-328- 8.68% |
$73.9K - $91.8K
|
3.45K
$997K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-330- 4.4% |
$74.3K - $92.4K
|
7.17K
$2.07M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-330- 0.98% |
$74.3K - $92.4K
|
33.3K
$9.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-331- 7.45% |
$74.5K - $92.7K
|
4.11K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-331- 14.04% |
$74.5K - $92.7K
|
2.03K
$585K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-334- 1.07% |
$75.2K - $93.5K
|
30.8K
$8.88M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-334- 0.83% |
$75.2K - $93.5K
|
40K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-335- 2.89% |
$75.4K - $93.8K
|
11.2K
$3.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-336- 7.44% |
$75.7K - $94.1K
|
4.18K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-339- 1.84% |
$76.3K - $94.9K
|
18.1K
$5.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-340- 11.42% |
$76.6K - $95.2K
|
2.64K
$762K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-340- 2.72% |
$76.6K - $95.2K
|
12.2K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-341- 0.43% |
$76.8K - $95.5K
|
79.5K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-342- 1.89% |
$77K - $95.7K
|
17.8K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-346- 6.68% |
$77.9K - $96.9K
|
4.83K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-347- 3.41% |
$78.1K - $97.1K
|
9.82K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-347- 4.44% |
$78.1K - $97.1K
|
7.47K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-349- 3.05% |
$78.6K - $97.7K
|
11.1K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-349- 7.2% |
$78.6K - $97.7K
|
4.5K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-350- 1.27% |
$78.8K - $98K
|
27.1K
$7.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-351- 2.84% |
$79K - $98.3K
|
12K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-352- 0.61% |
$79.3K - $98.5K
|
57.4K
$16.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-353- 0.74% |
$79.5K - $98.8K
|
47.2K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-353- 13.42% |
$79.5K - $98.8K
|
2.28K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-353- 58.35% |
$79.5K - $98.8K
|
252
$72.8K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-354- 0.64% |
$79.7K - $99.1K
|
55K
$15.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-355- 1.71% |
$79.9K - $99.4K
|
20.4K
$5.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-355- 4.68% |
$79.9K - $99.4K
|
7.23K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-356- 5.18% |
$80.2K - $99.7K
|
6.51K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-356- 7.86% |
$80.2K - $99.7K
|
4.18K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-358- 7.01% |
$80.6K - $100K
|
4.75K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-359- 1.58% |
$80.8K - $101K
|
22.4K
$6.46M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-359- 4.87% |
$80.8K - $101K
|
7.01K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-362- 5.51% |
$81.5K - $101K
|
6.21K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-362- 1.94% |
$81.5K - $101K
|
18.3K
$5.29M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-362- 6.67% |
$81.5K - $101K
|
5.06K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-363- 1.22% |
$81.7K - $102K
|
29.3K
$8.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-363- 0.81% |
$81.7K - $102K
|
44.5K
$12.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-365- 3.64% |
$82.2K - $102K
|
9.66K
$2.79M
|