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
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-23- 0.72% |
$4.84K - $6.67K
|
3.17K
$919K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-24- 0.71% |
$5.05K - $6.96K
|
3.36K
$973K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.61% |
$5.05K - $6.96K
|
3.92K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-25- 0.44% |
$5.26K - $7.25K
|
5.67K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-25- 2.92% |
$5.26K - $7.25K
|
830
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-25- 1.18% |
$5.26K - $7.25K
|
2.09K
$605K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-26- 0.22% |
$5.47K - $7.54K
|
12K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-26- 0.36% |
$5.47K - $7.54K
|
7.2K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.27% |
$5.68K - $7.83K
|
9.93K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.32% |
$5.68K - $7.83K
|
8.45K
$2.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-27- 0.87% |
$5.68K - $7.83K
|
3.08K
$891K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-28- 0.63% |
$5.89K - $8.12K
|
4.41K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-28- 0.04% |
$5.89K - $8.12K
|
77.3K
$22.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-28- 2.51% |
$5.89K - $8.12K
|
1.09K
$315K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-29- 0.06% |
$6.1K - $8.41K
|
52.1K
$15.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-30- 0.23% |
$6.31K - $8.7K
|
13.2K
$3.83M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-30- 0.15% |
$6.31K - $8.7K
|
19.8K
$5.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-30- 0.57% |
$6.31K - $8.7K
|
5.26K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-33- 1.0% |
$6.94K - $9.57K
|
3.27K
$949K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-33- 1.59% |
$6.94K - $9.57K
|
2.04K
$592K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-33- 1.04% |
$6.94K - $9.57K
|
3.14K
$909K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-35- 0.7% |
$7.36K - $10.1K
|
4.99K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-36- 0.2% |
$7.57K - $10.4K
|
17.9K
$5.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-37- 1.9% |
$7.78K - $10.7K
|
1.91K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-40- 8.53% |
$8.41K - $11.6K
|
429
$124K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-40- 0.8% |
$8.41K - $11.6K
|
4.94K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-41- 1.6% |
$8.62K - $11.9K
|
2.52K
$729K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-42- 0.76% |
$8.83K - $12.2K
|
5.51K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-42- 0.17% |
$8.83K - $12.2K
|
24.8K
$7.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-42- 0.98% |
$8.83K - $12.2K
|
4.25K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-43- 0.43% |
$9.04K - $12.5K
|
9.99K
$2.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-45- 1.28% |
$9.46K - $13K
|
3.48K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-46- 2.39% |
$9.67K - $13.3K
|
1.88K
$545K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-50- 5.35% |
$10.5K - $14.5K
|
884
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-50- 5.49% |
$10.5K - $14.5K
|
861
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-50- 2.2% |
$10.5K - $14.5K
|
2.22K
$645K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.04% |
$10.7K - $14.8K
|
4.87K
$1.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-51- 0.5% |
$10.7K - $14.8K
|
10.1K
$2.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-52- 1.35% |
$10.9K - $15.1K
|
3.8K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-55- 1.0% |
$11.6K - $15.9K
|
5.44K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-56- 0.93% |
$11.8K - $16.2K
|
5.95K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-56- 0.06% |
$11.8K - $16.2K
|
101K
$29.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-60- 1.94% |
$12.6K - $17.4K
|
3.03K
$878K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-61- 0.97% |
$12.8K - $17.7K
|
6.23K
$1.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-64- 0.87% |
$13.5K - $18.6K
|
7.26K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-64- 3.1% |
$13.5K - $18.6K
|
2K
$580K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-65- 1.36% |
$13.7K - $18.8K
|
4.7K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-65- 3.35% |
$13.7K - $18.8K
|
1.88K
$544K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-66- 1.56% |
$13.9K - $19.1K
|
4.15K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66- 0.59% |
$13.9K - $19.1K
|
11.1K
$3.22M
|