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 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-787- 2.31% |
$177K - $220K
|
33.3K
$9.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-791- 1.19% |
$178K - $221K
|
65.9K
$19M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-795- 0.53% |
$179K - $223K
|
150K
$43.2M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
SELL
|
- |
-798- 13.77% |
$180K - $223K
|
5K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 0.48% |
$180K - $224K
|
167K
$48.3M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800- 10.45% |
$180K - $224K
|
6.85K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-800- 0.03% |
$180K - $224K
|
2.73M
$788M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-800- 45.98% |
$180K - $224K
|
940
$271K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-800- 20.23% |
$180K - $224K
|
3.15K
$911K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-809- 43.35% |
$182K - $226K
|
1.06K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-811- 91.33% |
$183K - $227K
|
77
$22.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-815- 20.55% |
$184K - $228K
|
3.15K
$910K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-820- 0.87% |
$185K - $230K
|
93.1K
$26.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-821- 1.36% |
$185K - $230K
|
59.5K
$17.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-821- 28.35% |
$185K - $230K
|
2.08K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-825- 1.23% |
$186K - $231K
|
66.3K
$19.1M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-830- 1.16% |
$187K - $232K
|
70.5K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-830- 22.16% |
$187K - $232K
|
2.92K
$842K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-835- 4.46% |
$188K - $234K
|
17.9K
$5.16M
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-835- 8.56% |
$188K - $234K
|
8.91K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-845- 19.76% |
$190K - $237K
|
3.43K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-846- 17.05% |
$191K - $237K
|
4.12K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-847- 19.66% |
$191K - $237K
|
3.46K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-853- 2.24% |
$192K - $239K
|
37.2K
$10.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-860- 13.09% |
$194K - $241K
|
5.71K
$1.65M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-862- 11.28% |
$194K - $241K
|
6.78K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-863- 4.57% |
$194K - $242K
|
18K
$5.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-866- 2.04% |
$195K - $242K
|
41.6K
$12M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-872- 9.23% |
$196K - $244K
|
8.57K
$2.48M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-874- 3.82% |
$197K - $245K
|
22K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-875- 17.57% |
$197K - $245K
|
4.11K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-878- 4.25% |
$198K - $246K
|
19.8K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-878- 5.65% |
$198K - $246K
|
14.7K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-879- 7.65% |
$198K - $246K
|
10.6K
$3.06M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-879- 9.01% |
$198K - $246K
|
8.88K
$2.56M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-885- 16.64% |
$199K - $248K
|
4.43K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-886- 1.79% |
$200K - $248K
|
48.5K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-890- 24.57% |
$200K - $249K
|
2.73K
$789K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-893- 3.23% |
$201K - $250K
|
26.8K
$7.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-893- 2.65% |
$201K - $250K
|
32.8K
$9.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-895- 28.25% |
$202K - $251K
|
2.27K
$656K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-898- 6.29% |
$202K - $251K
|
13.4K
$3.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-905- 11.77% |
$204K - $253K
|
6.78K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-906- 2.72% |
$204K - $254K
|
32.4K
$9.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-917- 4.25% |
$206K - $257K
|
20.7K
$5.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-922- 6.51% |
$208K - $258K
|
13.2K
$3.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-926- 28.34% |
$209K - $259K
|
2.34K
$676K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-926- 3.57% |
$209K - $259K
|
25K
$7.23M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-928- 6.83% |
$209K - $260K
|
12.7K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-929- 4.05% |
$209K - $260K
|
22K
$6.35M
|