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
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-124- 2.39% |
$26.1K - $35.9K
|
5.07K
$1.47M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-124- 14.61% |
$26.1K - $35.9K
|
725
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-125- 5.76% |
$26.3K - $36.2K
|
2.05K
$593K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-127- 0.71% |
$26.7K - $36.8K
|
17.6K
$5.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-128- 1.13% |
$26.9K - $37.1K
|
11.2K
$3.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-130- 0.83% |
$27.3K - $37.7K
|
15.5K
$4.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-131- 4.11% |
$27.5K - $38K
|
3.05K
$885K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-133- 0.92% |
$28K - $38.6K
|
14.3K
$4.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-137- 4.42% |
$28.8K - $39.7K
|
2.96K
$859K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-139- 1.48% |
$29.2K - $40.3K
|
9.28K
$2.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-140- 0.92% |
$29.4K - $40.6K
|
15.1K
$4.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-141- 2.8% |
$29.6K - $40.9K
|
4.89K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-142- 1.3% |
$29.9K - $41.2K
|
10.8K
$3.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-146- 3.62% |
$30.7K - $42.3K
|
3.89K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-150- 2.1% |
$31.5K - $43.5K
|
6.99K
$2.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-150- 2.06% |
$31.5K - $43.5K
|
7.14K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-151- 0.27% |
$31.8K - $43.8K
|
56.7K
$16.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-156- 2.58% |
$32.8K - $45.2K
|
5.9K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.61% |
$33.2K - $45.8K
|
26K
$7.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-159- 4.72% |
$33.4K - $46.1K
|
3.21K
$930K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-163- 12.75% |
$34.3K - $47.3K
|
1.12K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-168- 1.03% |
$35.3K - $48.7K
|
16.1K
$4.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-169- 0.19% |
$35.5K - $49K
|
88.9K
$25.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-170- 12.92% |
$35.7K - $49.3K
|
1.15K
$332K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-173- 0.59% |
$36.4K - $50.2K
|
29.2K
$8.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-174- 2.73% |
$36.6K - $50.4K
|
6.2K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-175- 0.91% |
$36.8K - $50.7K
|
19.1K
$5.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-180- 0.38% |
$37.9K - $52.2K
|
47K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-181- 4.98% |
$38.1K - $52.5K
|
3.45K
$1M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-181- 0.08% |
$38.1K - $52.5K
|
228K
$66.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-181- 8.33% |
$38.1K - $52.5K
|
1.99K
$577K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-183- 3.06% |
$38.5K - $53.1K
|
5.79K
$1.68M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-183- 0.83% |
$38.5K - $53.1K
|
21.9K
$6.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-184- 3.83% |
$38.7K - $53.3K
|
4.62K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-184- 3.8% |
$38.7K - $53.3K
|
4.66K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-186- 1.02% |
$39.1K - $53.9K
|
18.1K
$5.23M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-188- 0.55% |
$39.5K - $54.5K
|
33.9K
$9.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-191- 6.23% |
$40.2K - $55.4K
|
2.88K
$834K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-193- 3.24% |
$40.6K - $56K
|
5.76K
$1.67M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-196- 15.19% |
$41.2K - $56.8K
|
1.09K
$317K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-198- 4.82% |
$41.6K - $57.4K
|
3.91K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-200- 3.14% |
$42.1K - $58K
|
6.16K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-202- 0.21% |
$42.5K - $58.6K
|
96.8K
$28.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-202- 13.85% |
$42.5K - $58.6K
|
1.26K
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-205- 0.25% |
$43.1K - $59.4K
|
82.6K
$23.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-207- 0.48% |
$43.5K - $60K
|
43.1K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-210- 0.82% |
$44.2K - $60.9K
|
25.4K
$7.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-214- 4.18% |
$45K - $62K
|
4.91K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
SELL
|
- |
-214- 0.15% |
$45K - $62K
|
144K
$41.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-215- 0.72% |
$45.2K - $62.3K
|
29.8K
$8.64M
|