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 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.6K+ 3.35% |
$1.49M - $1.85M
|
204K
$57.7M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
6.48K+ 2.02% |
$1.46M - $1.81M
|
327K
$92.7M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.39KNew |
$1.44M - $1.79M
|
6.39K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.35K+ 522.8% |
$1.43M - $1.78M
|
7.57K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
6.3K+ 21.97% |
$1.42M - $1.76M
|
35K
$9.9M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.24K+ 208.27% |
$1.41M - $1.75M
|
9.24K
$2.62M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.21K+ 32.19% |
$1.4M - $1.74M
|
25.5K
$7.22M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.21K+ 3.6% |
$1.4M - $1.74M
|
179K
$50.6M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.18KNew |
$1.39M - $1.73M
|
6.18K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.09K+ 18.06% |
$1.37M - $1.71M
|
39.8K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.09K+ 29.29% |
$1.37M - $1.7M
|
26.9K
$7.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.05KNew |
$1.36M - $1.69M
|
6.05K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
6.01K+ 11.12% |
$1.35M - $1.68M
|
60K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
6K+ 31.58% |
$1.35M - $1.68M
|
25K
$7.08M
|
|
|
May 12, 2025
Q1 2025
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.96KNew |
$1.34M - $1.67M
|
5.96K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.92K+ 4.09% |
$1.33M - $1.66M
|
151K
$42.7M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$1.33M - $1.65M
|
5.9K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.82K+ 2.67% |
$1.31M - $1.63M
|
224K
$63.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.74K+ 13.03% |
$1.29M - $1.61M
|
49.8K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.74KNew |
$1.29M - $1.61M
|
5.74K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.73K+ 6.36% |
$1.29M - $1.6M
|
95.8K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.63KNew |
$1.27M - $1.58M
|
5.63K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.6K+ 2.13% |
$1.26M - $1.57M
|
268K
$76M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.54K+ 21.94% |
$1.25M - $1.55M
|
30.8K
$8.72M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.54K+ 135.58% |
$1.25M - $1.55M
|
9.63K
$2.73M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5.5KNew |
$1.24M - $1.54M
|
5.5K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.48K+ 20.63% |
$1.23M - $1.53M
|
32.1K
$9.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
5.48K+ 0.78% |
$1.23M - $1.53M
|
708K
$200M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.38K+ 334.97% |
$1.21M - $1.51M
|
6.99K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.34K+ 16.01% |
$1.2M - $1.49M
|
38.7K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5.27K+ 2.11% |
$1.19M - $1.47M
|
255K
$72.2M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
5.26KNew |
$1.19M - $1.47M
|
5.26K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
5.2K+ 55.77% |
$1.17M - $1.46M
|
14.5K
$4.11M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
5.19KNew |
$1.17M - $1.45M
|
5.19K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
5.19KNew |
$1.17M - $1.45M
|
5.19K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.16K+ 20.04% |
$1.16M - $1.44M
|
30.9K
$8.74M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.15K+ 16.94% |
$1.16M - $1.44M
|
35.5K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.13K+ 29.29% |
$1.15M - $1.43M
|
22.6K
$6.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
5.12KNew |
$1.15M - $1.43M
|
5.12K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
5K+ 259.74% |
$1.13M - $1.4M
|
6.93K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
4.99K+ 9.96% |
$1.12M - $1.4M
|
55.1K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.97K+ 4.98% |
$1.12M - $1.39M
|
105K
$29.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.97K+ 8.02% |
$1.12M - $1.39M
|
66.9K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.97K+ 16.59% |
$1.12M - $1.39M
|
34.9K
$9.88M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.94KNew |
$1.11M - $1.38M
|
4.94K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.9K+ 3.77% |
$1.1M - $1.37M
|
135K
$38.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.89K+ 5.58% |
$1.1M - $1.37M
|
92.4K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
4.89KNew |
$1.1M - $1.37M
|
4.89K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.88K+ 56.53% |
$1.1M - $1.37M
|
13.5K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.86KNew |
$1.1M - $1.36M
|
4.86K
$1.38M
|