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 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 0.74% |
$631 - $870
|
406
$118K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.26% |
$631 - $870
|
1.17K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.09% |
$631 - $870
|
3.21K
$931K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
2+ 0.09% |
$421 - $580
|
2.35K
$681K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2+ 0.11% |
$421 - $580
|
1.77K
$514K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2+ 0.14% |
$421 - $580
|
1.46K
$423K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.16% |
$421 - $580
|
1.29K
$373K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.98K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.99K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.72K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$421 - $580
|
2.21K
$639K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.89K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.16% |
$421 - $580
|
1.22K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.0% |
$421 - $580
|
266K
$77M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.25% |
$421 - $580
|
794
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$421 - $580
|
1.18K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1+ 0.08% |
$210 - $290
|
1.29K
$375K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$210 - $290
|
21.9K
$6.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1- 0.01% |
$210 - $290
|
7.93K
$2.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.09% |
$841 - $1.16K
|
4.57K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-5- 0.27% |
$1.05K - $1.45K
|
1.85K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5- 0.01% |
$1.05K - $1.45K
|
38.7K
$11.2M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-6- 0.14% |
$1.26K - $1.74K
|
4.16K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-6- 0.31% |
$1.26K - $1.74K
|
1.96K
$568K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-6- 0.35% |
$1.26K - $1.74K
|
1.69K
$491K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-7- 0.69% |
$1.47K - $2.03K
|
1.01K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.1% |
$1.68K - $2.32K
|
8.04K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.09% |
$1.68K - $2.32K
|
8.88K
$2.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-9- 0.08% |
$1.89K - $2.61K
|
10.7K
$3.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-10- 0.86% |
$2.1K - $2.9K
|
1.15K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-10- 2.27% |
$2.1K - $2.9K
|
430
$125K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-11- 0.06% |
$2.31K - $3.19K
|
17.9K
$5.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11- 0.92% |
$2.31K - $3.19K
|
1.19K
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-14- 1.01% |
$2.94K - $4.06K
|
1.37K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-14- 0.65% |
$2.94K - $4.06K
|
2.15K
$624K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 0.43% |
$2.94K - $4.06K
|
3.27K
$949K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-15- 7.5% |
$3.15K - $4.35K
|
185
$53.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-15- 0.48% |
$3.15K - $4.35K
|
3.14K
$910K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-16- 0.98% |
$3.36K - $4.64K
|
1.61K
$467K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-17- 0.99% |
$3.57K - $4.93K
|
1.69K
$491K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.2% |
$3.57K - $4.93K
|
8.67K
$2.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-18- 0.18% |
$3.79K - $5.22K
|
9.76K
$2.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19- 2.07% |
$4K - $5.51K
|
897
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-20- 0.21% |
$4.21K - $5.8K
|
9.31K
$2.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-22- 0.46% |
$4.63K - $6.38K
|
4.72K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22- 0.95% |
$4.63K - $6.38K
|
2.3K
$667K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-22- 0.11% |
$4.63K - $6.38K
|
20.3K
$5.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-23- 1.94% |
$4.84K - $6.67K
|
1.16K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-23- 0.11% |
$4.84K - $6.67K
|
20.8K
$6.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-23- 6.65% |
$4.84K - $6.67K
|
323
$93.6K
|