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 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-67- 0.24% |
$14.1K - $19.4K
|
27.9K
$8.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-67- 3.69% |
$14.1K - $19.4K
|
1.75K
$507K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-69- 5.09% |
$14.5K - $20K
|
1.29K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-69- 4.4% |
$14.5K - $20K
|
1.5K
$435K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-70- 0.84% |
$14.7K - $20.3K
|
8.29K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-71- 0.85% |
$14.9K - $20.6K
|
8.29K
$2.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-73- 0.73% |
$15.4K - $21.2K
|
9.95K
$2.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-73- 0.49% |
$15.4K - $21.2K
|
14.8K
$4.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-74- 6.24% |
$15.6K - $21.5K
|
1.11K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-75- 2.74% |
$15.8K - $21.7K
|
2.67K
$773K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-75- 0.68% |
$15.8K - $21.7K
|
10.9K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-75- 0.34% |
$15.8K - $21.7K
|
22.3K
$6.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-75- 3.88% |
$15.8K - $21.7K
|
1.86K
$538K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-77- 3.36% |
$16.2K - $22.3K
|
2.22K
$642K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-78- 1.54% |
$16.4K - $22.6K
|
4.98K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-80- 0.44% |
$16.8K - $23.2K
|
18.1K
$5.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-82- 1.48% |
$17.2K - $23.8K
|
5.46K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-82- 1.47% |
$17.2K - $23.8K
|
5.51K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-83- 0.28% |
$17.5K - $24.1K
|
29.6K
$8.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-84- 0.88% |
$17.7K - $24.4K
|
9.49K
$2.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-84- 7.46% |
$17.7K - $24.4K
|
1.04K
$302K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-85- 3.98% |
$17.9K - $24.6K
|
2.05K
$595K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-89- 1.95% |
$18.7K - $25.8K
|
4.48K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-89- 0.48% |
$18.7K - $25.8K
|
18.3K
$5.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-92- 3.56% |
$19.3K - $26.7K
|
2.49K
$722K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-93- 0.33% |
$19.6K - $27K
|
28K
$8.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-93- 0.35% |
$19.6K - $27K
|
26.2K
$7.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-94- 0.08% |
$19.8K - $27.3K
|
113K
$32.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-95- 4.91% |
$20K - $27.5K
|
1.84K
$533K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-95- 2.27% |
$20K - $27.5K
|
4.1K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-97- 14.33% |
$20.4K - $28.1K
|
580
$168K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-97- 0.84% |
$20.4K - $28.1K
|
11.4K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-97- 0.44% |
$20.4K - $28.1K
|
22.2K
$6.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-98- 4.14% |
$20.6K - $28.4K
|
2.27K
$657K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-101- 3.69% |
$21.2K - $29.3K
|
2.63K
$764K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-104- 1.06% |
$21.9K - $30.2K
|
9.7K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-106- 0.19% |
$22.3K - $30.7K
|
56K
$16.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-109- 4.89% |
$22.9K - $31.6K
|
2.12K
$615K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-113- 3.94% |
$23.8K - $32.8K
|
2.76K
$799K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-113- 6.69% |
$23.8K - $32.8K
|
1.58K
$457K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-114- 0.5% |
$24K - $33K
|
22.9K
$6.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-115- 4.4% |
$24.2K - $33.3K
|
2.5K
$725K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-116- 0.69% |
$24.4K - $33.6K
|
16.6K
$4.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-118- 0.83% |
$24.8K - $34.2K
|
14K
$4.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-119- 8.01% |
$25K - $34.5K
|
1.37K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-120- 0.53% |
$25.2K - $34.8K
|
22.6K
$6.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-121- 0.5% |
$25.4K - $35.1K
|
24.3K
$7.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-123- 2.34% |
$25.9K - $35.7K
|
5.14K
$1.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-124- 6.61% |
$26.1K - $35.9K
|
1.75K
$508K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-124- 2.01% |
$26.1K - $35.9K
|
6.04K
$1.75M
|