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 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
23+ 0.56% |
$4.84K - $6.67K
|
4.1K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22+ 0.16% |
$4.63K - $6.38K
|
13.9K
$4.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
22+ 0.88% |
$4.63K - $6.38K
|
2.52K
$732K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
21+ 0.08% |
$4.42K - $6.09K
|
25.9K
$7.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
21+ 0.42% |
$4.42K - $6.09K
|
5.01K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
21+ 0.15% |
$4.42K - $6.09K
|
14.2K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
20+ 1.42% |
$4.21K - $5.8K
|
1.43K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
20+ 2.02% |
$4.21K - $5.8K
|
1.01K
$293K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19+ 0.54% |
$4K - $5.51K
|
3.52K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
18+ 0.14% |
$3.79K - $5.22K
|
13K
$3.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
18+ 0.1% |
$3.79K - $5.22K
|
18.7K
$5.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
18+ 0.06% |
$3.79K - $5.22K
|
28.6K
$8.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.46% |
$3.57K - $4.93K
|
3.74K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
17+ 0.07% |
$3.57K - $4.93K
|
25.5K
$7.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
15+ 0.24% |
$3.15K - $4.35K
|
6.35K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
15+ 0.57% |
$3.15K - $4.35K
|
2.65K
$769K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
15+ 0.06% |
$3.15K - $4.35K
|
25.1K
$7.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
14+ 0.57% |
$2.94K - $4.06K
|
2.48K
$718K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14+ 1.11% |
$2.94K - $4.06K
|
1.28K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.12% |
$2.73K - $3.77K
|
10.6K
$3.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
13+ 0.91% |
$2.73K - $3.77K
|
1.44K
$417K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.6% |
$2.52K - $3.48K
|
2.03K
$588K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
11+ 1.1% |
$2.31K - $3.19K
|
1.01K
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
11+ 0.99% |
$2.31K - $3.19K
|
1.13K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
11+ 1.06% |
$2.31K - $3.19K
|
1.05K
$305K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
11+ 0.93% |
$2.31K - $3.19K
|
1.19K
$346K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
10+ 0.53% |
$2.1K - $2.9K
|
1.91K
$555K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$2.1K - $2.9K
|
1.79K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.18% |
$2.1K - $2.9K
|
5.49K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
10+ 0.41% |
$2.1K - $2.9K
|
2.47K
$715K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
10+ 0.27% |
$2.1K - $2.9K
|
3.68K
$1.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
9+ 0.0% |
$1.89K - $2.61K
|
187K
$54.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9+ 0.14% |
$1.89K - $2.61K
|
6.62K
$1.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8+ 0.15% |
$1.68K - $2.32K
|
5.35K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.05% |
$1.47K - $2.03K
|
13K
$3.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$1.47K - $2.03K
|
7.86K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7+ 0.24% |
$1.47K - $2.03K
|
2.88K
$834K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6+ 0.15% |
$1.26K - $1.74K
|
4.06K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.56% |
$1.26K - $1.74K
|
1.08K
$312K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
5+ 0.14% |
$1.05K - $1.45K
|
3.6K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.12% |
$1.05K - $1.45K
|
4.33K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4+ 0.48% |
$841 - $1.16K
|
833
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4+ 0.05% |
$841 - $1.16K
|
8.46K
$2.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4+ 0.43% |
$841 - $1.16K
|
926
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.03% |
$841 - $1.16K
|
13.1K
$3.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$841 - $1.16K
|
2.76K
$800K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3+ 0.07% |
$631 - $870
|
4.43K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3+ 0.11% |
$631 - $870
|
2.71K
$786K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3+ 0.03% |
$631 - $870
|
11.2K
$3.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$631 - $870
|
2.03K
$588K
|