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 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.9K+ 101.9% |
$3.12M - $3.88M
|
27.5K
$7.78M
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
13.8K+ 71.47% |
$3.12M - $3.87M
|
33.2K
$9.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.8K+ 25.71% |
$3.11M - $3.87M
|
67.6K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
13.6KNew |
$3.06M - $3.8M
|
13.6K
$3.84M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
13.4K+ 1464.81% |
$3.02M - $3.75M
|
14.3K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
13.4KNew |
$3.01M - $3.74M
|
13.4K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.4K+ 9.45% |
$3.01M - $3.74M
|
155K
$43.9M
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
13.2K+ 5.01% |
$2.98M - $3.7M
|
277K
$78.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
13.2KNew |
$2.98M - $3.7M
|
13.2K
$3.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.2K+ 78.94% |
$2.96M - $3.69M
|
29.8K
$8.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.8K+ 15.04% |
$2.89M - $3.59M
|
98.2K
$27.8M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
12.5K+ 8.42% |
$2.82M - $3.51M
|
162K
$45.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
12.5KNew |
$2.81M - $3.5M
|
12.5K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
12.1K+ 182.87% |
$2.73M - $3.39M
|
18.7K
$5.3M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12KNew |
$2.71M - $3.37M
|
12K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12K+ 6.79% |
$2.71M - $3.37M
|
189K
$53.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.9K+ 2.12% |
$2.69M - $3.34M
|
575K
$163M
|
|
|
Apr 21, 2025
Q1 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
11.9K+ 175.89% |
$2.68M - $3.33M
|
18.7K
$5.29M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
11.8KNew |
$2.66M - $3.31M
|
11.8K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.7K+ 7.6% |
$2.63M - $3.27M
|
165K
$46.8M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
11.5K+ 18.35% |
$2.6M - $3.23M
|
74.4K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
11.5K+ 5.33% |
$2.58M - $3.21M
|
227K
$64.2M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.5K+ 236.47% |
$2.58M - $3.21M
|
16.3K
$4.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 27.88% |
$2.57M - $3.2M
|
52.4K
$14.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.3K+ 152.71% |
$2.56M - $3.18M
|
18.8K
$5.32M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 36.93% |
$2.55M - $3.17M
|
42K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
11.2KNew |
$2.52M - $3.14M
|
11.2K
$3.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
11.2K+ 105.12% |
$2.52M - $3.13M
|
21.8K
$6.19M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
11K+ 1847.99% |
$2.48M - $3.08M
|
11.6K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
11KNew |
$2.48M - $3.08M
|
11K
$3.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
11KNew |
$2.48M - $3.08M
|
11K
$3.11M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
11K+ 33.17% |
$2.48M - $3.08M
|
44.1K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.9K+ 18.79% |
$2.45M - $3.05M
|
68.9K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
10.7K+ 39.77% |
$2.4M - $2.99M
|
37.5K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10.7KNew |
$2.4M - $2.98M
|
10.7K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
10.5KNew |
$2.37M - $2.95M
|
10.5K
$2.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 15.24% |
$2.3M - $2.86M
|
77.3K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
10.2K+ 9.65% |
$2.3M - $2.86M
|
116K
$32.9M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10.2K+ 51.72% |
$2.29M - $2.84M
|
29.8K
$8.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 0.35% |
$2.27M - $2.83M
|
2.88M
$816M
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
10.1K+ 30.97% |
$2.26M - $2.81M
|
42.5K
$12M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.87K+ 10.08% |
$2.22M - $2.76M
|
108K
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
9.76K+ 10.44% |
$2.2M - $2.73M
|
103K
$29.2M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.75K+ 2.96% |
$2.2M - $2.73M
|
339K
$96M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.73K+ 74.47% |
$2.19M - $2.73M
|
22.8K
$6.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
9.63K+ 1.26% |
$2.17M - $2.7M
|
775K
$219M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.6K+ 127.98% |
$2.16M - $2.69M
|
17.1K
$4.84M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.4K+ 3.97% |
$2.12M - $2.63M
|
246K
$69.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.4K+ 10.47% |
$2.12M - $2.63M
|
99.1K
$28.1M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
9.35K+ 641.29% |
$2.11M - $2.62M
|
10.8K
$3.06M
|