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 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
9.32K+ 180.0% |
$2.1M - $2.61M
|
14.5K
$4.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.26K+ 8.85% |
$2.09M - $2.59M
|
114K
$32.2M
|
|
|
May 13, 2025
Q1 2025
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
9.17K+ 65.51% |
$2.07M - $2.57M
|
23.2K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.12K+ 77.15% |
$2.05M - $2.55M
|
20.9K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
9.06KNew |
$2.04M - $2.54M
|
9.06K
$2.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
8.98K+ 104.09% |
$2.02M - $2.52M
|
17.6K
$4.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.93KNew |
$2.01M - $2.5M
|
8.93K
$2.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
8.89K+ 50.52% |
$2M - $2.49M
|
26.5K
$7.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8.88K+ 425.29% |
$2M - $2.49M
|
11K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
8.87K+ 11.8% |
$2M - $2.48M
|
84K
$23.8M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.84K+ 21.56% |
$1.99M - $2.48M
|
49.9K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
8.82K+ 3.1% |
$1.99M - $2.47M
|
293K
$82.9M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.79KNew |
$1.98M - $2.46M
|
8.79K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
8.75K+ 66.23% |
$1.97M - $2.45M
|
22K
$6.22M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
8.75KNew |
$1.97M - $2.45M
|
8.75K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.71K+ 26.17% |
$1.96M - $2.44M
|
42K
$11.9M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
8.67KNew |
$1.95M - $2.43M
|
8.67K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.6KNew |
$1.94M - $2.41M
|
8.6K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
8.57K+ 18.36% |
$1.93M - $2.4M
|
55.2K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.49K+ 3.26% |
$1.91M - $2.38M
|
269K
$76.2M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.47K+ 0.3% |
$1.91M - $2.37M
|
2.85M
$806M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
8.38KNew |
$1.89M - $2.35M
|
8.38K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.36K+ 12.63% |
$1.88M - $2.34M
|
74.6K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.24K+ 11.36% |
$1.85M - $2.31M
|
80.8K
$22.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
8.23KNew |
$1.85M - $2.3M
|
8.23K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
8.2K+ 0.76% |
$1.85M - $2.3M
|
1.09M
$308M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8.19K+ 609.22% |
$1.85M - $2.29M
|
9.54K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.17K+ 14.75% |
$1.84M - $2.29M
|
63.5K
$18M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
8.12K+ 24.21% |
$1.83M - $2.27M
|
41.6K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.06K+ 10.04% |
$1.81M - $2.26M
|
88.3K
$25M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
7.93K+ 5.14% |
$1.78M - $2.22M
|
162K
$45.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.91K+ 4.9% |
$1.78M - $2.21M
|
169K
$48M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.81K+ 15.41% |
$1.76M - $2.19M
|
58.5K
$16.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.72K+ 3.85% |
$1.74M - $2.16M
|
208K
$58.9M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
7.6K+ 13.08% |
$1.71M - $2.13M
|
65.7K
$18.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
7.5KNew |
$1.69M - $2.1M
|
7.5K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.34K+ 1.81% |
$1.65M - $2.05M
|
414K
$117M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.3K+ 0.23% |
$1.64M - $2.04M
|
3.25M
$920M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
7.19K+ 77.77% |
$1.62M - $2.01M
|
16.4K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
7.1K+ 66.89% |
$1.6M - $1.99M
|
17.7K
$5.02M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.08K+ 1.59% |
$1.59M - $1.98M
|
452K
$128M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
7.07K+ 57.13% |
$1.59M - $1.98M
|
19.4K
$5.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.02K+ 15.32% |
$1.58M - $1.97M
|
52.9K
$15M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7.01K+ 35.52% |
$1.58M - $1.96M
|
26.7K
$7.57M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.99K+ 20.13% |
$1.57M - $1.96M
|
41.7K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
6.98K+ 8.74% |
$1.57M - $1.95M
|
86.8K
$24.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.97K+ 34.99% |
$1.57M - $1.95M
|
26.9K
$7.61M
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
6.83K+ 112.89% |
$1.54M - $1.91M
|
12.9K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.77K+ 11.87% |
$1.52M - $1.89M
|
63.8K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
6.6K+ 3.09% |
$1.49M - $1.85M
|
220K
$62.3M
|