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 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.65K- 6.77% |
$371K - $462K
|
22.7K
$6.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.66K- 40.2% |
$374K - $465K
|
2.47K
$700K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.67K- 2.12% |
$376K - $468K
|
77K
$21.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.68K- 8.66% |
$377K - $469K
|
17.7K
$5.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.68K- 3.15% |
$377K - $469K
|
51.6K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.68K- 17.88% |
$379K - $471K
|
7.73K
$2.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.68K- 0.99% |
$379K - $471K
|
169K
$47.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.69K- 1.73% |
$380K - $472K
|
95.9K
$27.2M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.69K- 29.09% |
$381K - $474K
|
4.13K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.7K- 4.39% |
$382K - $475K
|
37K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.7K- 4.35% |
$382K - $475K
|
37.3K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.7K- 0.82% |
$383K - $476K
|
206K
$58.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.7K- 23.23% |
$383K - $477K
|
5.63K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.71K- 4.13% |
$384K - $477K
|
39.6K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-1.71K- 1.0% |
$384K - $478K
|
169K
$47.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.72K- 1.14% |
$386K - $480K
|
149K
$42.2M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.73K- 3.3% |
$388K - $483K
|
50.6K
$14.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.74K- 17.73% |
$392K - $487K
|
8.07K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.74K- 10.43% |
$393K - $488K
|
15K
$4.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.76K- 24.24% |
$396K - $493K
|
5.5K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.78K- 31.77% |
$402K - $499K
|
3.83K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.79K- 9.64% |
$403K - $501K
|
16.8K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.79K- 4.57% |
$404K - $502K
|
37.4K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-1.82K- 0.9% |
$410K - $509K
|
200K
$56.6M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.82K- 10.72% |
$410K - $509K
|
15.1K
$4.29M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.82K- 1.95% |
$410K - $510K
|
91.5K
$25.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.83K- 2.95% |
$413K - $513K
|
60.4K
$17.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-1.84K- 15.83% |
$415K - $516K
|
9.81K
$2.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.86K- 30.56% |
$418K - $520K
|
4.22K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.86K- 19.22% |
$418K - $520K
|
7.81K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
SELL
|
- |
-1.86K- 2.04% |
$419K - $521K
|
89.5K
$25.3M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.86K- 9.43% |
$420K - $522K
|
17.9K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-1.89K- 96.72% |
$425K - $529K
|
64
$18.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.89K- 6.56% |
$426K - $530K
|
27K
$7.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.91K- 7.63% |
$429K - $533K
|
23K
$6.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.91K- 0.4% |
$430K - $534K
|
476K
$135M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.91K- 0.54% |
$430K - $535K
|
351K
$99.3M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.91K- 2.1% |
$431K - $536K
|
89K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.92K- 1.22% |
$432K - $537K
|
155K
$43.9M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.92K- 1.46% |
$433K - $539K
|
130K
$36.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.95K- 10.69% |
$438K - $545K
|
16.2K
$4.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-1.95K- 5.24% |
$439K - $546K
|
35.3K
$9.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.95K- 2.86% |
$439K - $546K
|
66.2K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.96K- 8.38% |
$440K - $548K
|
21.4K
$6.06M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-1.96K- 35.9% |
$441K - $549K
|
3.5K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.98K- 4.64% |
$445K - $554K
|
40.6K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.99K- 0.28% |
$448K - $557K
|
712K
$202M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.99K- 36.91% |
$449K - $558K
|
3.41K
$964K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2K- 5.46% |
$450K - $559K
|
34.6K
$9.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2K- 1.16% |
$451K - $561K
|
171K
$48.5M
|