Purchases and Sales Made in Q2 2025 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
72.9M+ 609867.44% |
$15.3B - $21.1B
|
72.9M
$21.1B
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
522K+ 12.79% |
$110M - $151M
|
4.61M
$1.34B
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
259K+ 12.82% |
$54.5M - $75.1M
|
2.28M
$660M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
253K+ 14.23% |
$53.2M - $73.3M
|
2.03M
$589M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
229KNew |
$48.2M - $66.5M
|
229K
$66.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
221K+ 6.38% |
$46.5M - $64.1M
|
3.69M
$1.07B
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
158KNew |
$33.1M - $45.7M
|
158K
$45.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
152K+ 330.13% |
$32M - $44.2M
|
198K
$57.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
107K+ 9.42% |
$22.5M - $31M
|
1.24M
$360M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
84K+ 3.85% |
$17.7M - $24.4M
|
2.27M
$658M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
83.4K+ 142.38% |
$17.5M - $24.2M
|
142K
$41.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
54K+ 751.46% |
$11.3M - $15.6M
|
61.2K
$17.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
50.7K+ 4.72% |
$10.7M - $14.7M
|
1.13M
$326M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
39.3K+ 109.89% |
$8.26M - $11.4M
|
75K
$21.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
37.1K+ 5.77% |
$7.8M - $10.8M
|
679K
$197M
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
30.9K+ 50.08% |
$6.5M - $8.96M
|
92.6K
$26.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
28.7K+ 147.7% |
$6.03M - $8.31M
|
48.1K
$13.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
28.5K+ 8.4% |
$5.99M - $8.25M
|
367K
$106M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.1K+ 53.67% |
$5.92M - $8.16M
|
80.6K
$23.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
27.1K+ 3.92% |
$5.7M - $7.86M
|
719K
$208M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
24.6K+ 217.73% |
$5.16M - $7.12M
|
35.8K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
20.1KNew |
$4.23M - $5.83M
|
20.1K
$5.83M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
17.8K+ 530.16% |
$3.73M - $5.15M
|
21.1K
$6.12M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
16.9K+ 13.91% |
$3.55M - $4.89M
|
138K
$40.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16.4K+ 51.91% |
$3.44M - $4.74M
|
47.9K
$13.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.7K+ 0.55% |
$3.31M - $4.56M
|
2.9M
$840M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
14.9KNew |
$3.14M - $4.33M
|
14.9K
$4.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
14K+ 27.07% |
$2.94M - $4.05M
|
65.6K
$19M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
13K+ 2.48% |
$2.72M - $3.76M
|
536K
$155M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12K+ 1.59% |
$2.52M - $3.48M
|
767K
$222M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.5K+ 11.93% |
$2.41M - $3.32M
|
107K
$31.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
11.2K+ 3.69% |
$2.35M - $3.24M
|
314K
$91M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
10.9K+ 1.08% |
$2.29M - $3.16M
|
1.02M
$296M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10.8K+ 155.66% |
$2.27M - $3.12M
|
17.7K
$5.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
10.1K+ 134.69% |
$2.12M - $2.93M
|
17.6K
$5.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
10.1K+ 51.73% |
$2.12M - $2.92M
|
29.6K
$8.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
9.59K+ 75.52% |
$2.02M - $2.78M
|
22.3K
$6.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
8.9KNew |
$1.87M - $2.58M
|
8.9K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.03K+ 4.37% |
$1.69M - $2.33M
|
192K
$55.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
7.08K+ 156.5% |
$1.49M - $2.05M
|
11.6K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.79K+ 2.93% |
$1.43M - $1.97M
|
239K
$69.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
6.56K+ 2.88% |
$1.38M - $1.9M
|
234K
$67.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
6.48K+ 35.98% |
$1.36M - $1.88M
|
24.5K
$7.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6KNew |
$1.26M - $1.74M
|
6K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.93K+ 29.94% |
$1.25M - $1.72M
|
25.7K
$7.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.92K+ 3.05% |
$1.24M - $1.72M
|
200K
$57.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.69KNew |
$1.2M - $1.65M
|
5.69K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.43K+ 81.13% |
$1.14M - $1.57M
|
12.1K
$3.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.23K+ 224.29% |
$1.1M - $1.52M
|
7.56K
$2.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
5.07K+ 6.83% |
$1.07M - $1.47M
|
79.3K
$23M
|