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 16, 2025
Q1 2025
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-501- 1.37% |
$113K - $140K
|
36.1K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-507- 0.86% |
$114K - $142K
|
58.2K
$16.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-510- 19.07% |
$115K - $143K
|
2.17K
$625K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-510- 24.69% |
$115K - $143K
|
1.56K
$449K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-513- 1.91% |
$116K - $144K
|
26.3K
$7.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-515- 1.46% |
$116K - $144K
|
34.7K
$10M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-519- 25.21% |
$117K - $145K
|
1.54K
$445K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-519- 17.47% |
$117K - $145K
|
2.45K
$708K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-520- 1.74% |
$117K - $146K
|
29.4K
$8.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-522- 11.03% |
$118K - $146K
|
4.21K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-524- 0.23% |
$118K - $147K
|
228K
$65.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-524- 5.89% |
$118K - $147K
|
8.37K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-525- 0.81% |
$118K - $147K
|
64.1K
$18.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-527- 5.64% |
$119K - $148K
|
8.82K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Palmer Knight CO
|
SELL
|
- |
-528- 1.57% |
$119K - $148K
|
33.2K
$9.59M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-529- 3.68% |
$119K - $148K
|
13.9K
$4M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-530- 0.34% |
$119K - $148K
|
157K
$45.4M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-530- 8.8% |
$119K - $148K
|
5.5K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-531- 2.1% |
$120K - $149K
|
24.8K
$7.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-535- 1.61% |
$120K - $150K
|
32.8K
$9.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-538- 5.32% |
$121K - $151K
|
9.57K
$2.76M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-539- 5.76% |
$121K - $151K
|
8.81K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-542- 0.43% |
$122K - $152K
|
126K
$36.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-543- 1.47% |
$122K - $152K
|
36.5K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-543- 2.72% |
$122K - $152K
|
19.4K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-543- 6.06% |
$122K - $152K
|
8.42K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-545- 5.15% |
$123K - $153K
|
10K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-547- 3.15% |
$123K - $153K
|
16.8K
$4.86M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-547- 5.02% |
$123K - $153K
|
10.3K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-550- 1.89% |
$124K - $154K
|
28.5K
$8.22M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-552- 2.0% |
$124K - $155K
|
27K
$7.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-554- 2.03% |
$125K - $155K
|
26.8K
$7.73M
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-555- 1.83% |
$125K - $155K
|
29.8K
$8.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-561- 1.72% |
$126K - $157K
|
32.1K
$9.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-562- 21.23% |
$127K - $157K
|
2.09K
$602K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-567- 2.17% |
$128K - $159K
|
25.5K
$7.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-570- 3.2% |
$128K - $160K
|
17.2K
$4.97M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-571- 2.97% |
$129K - $160K
|
18.6K
$5.38M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-574- 6.16% |
$129K - $161K
|
8.75K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-575- 7.92% |
$129K - $161K
|
6.69K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-575- 3.47% |
$129K - $161K
|
16K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-575- 1.78% |
$129K - $161K
|
31.6K
$9.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-577- 6.53% |
$130K - $162K
|
8.25K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-578- 18.65% |
$130K - $162K
|
2.52K
$728K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-579- 10.96% |
$130K - $162K
|
4.7K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-581- 15.29% |
$131K - $163K
|
3.22K
$929K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-582- 16.46% |
$131K - $163K
|
2.95K
$853K
|
|
|
May 15, 2025
Q1 2025
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-584- 19.47% |
$132K - $163K
|
2.42K
$697K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-585- 2.64% |
$132K - $164K
|
21.6K
$6.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-587- 2.53% |
$132K - $164K
|
22.6K
$6.52M
|