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 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-215- 8.41% |
$45.2K - $62.3K
|
2.34K
$679K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-218- 1.22% |
$45.8K - $63.2K
|
17.7K
$5.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-219- 2.83% |
$46.1K - $63.5K
|
7.51K
$2.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-220- 0.74% |
$46.3K - $63.8K
|
29.5K
$8.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-228- 91.2% |
$47.9K - $66.1K
|
22
$6.38K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-236- 4.62% |
$49.6K - $68.4K
|
4.87K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-240- 13.25% |
$50.5K - $69.6K
|
1.57K
$455K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-241- 1.04% |
$50.7K - $69.9K
|
23K
$6.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-244- 14.31% |
$51.3K - $70.7K
|
1.46K
$424K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-245- 7.04% |
$51.5K - $71K
|
3.23K
$937K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-254- 2.26% |
$53.4K - $73.6K
|
11K
$3.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-256- 1.19% |
$53.8K - $74.2K
|
21.2K
$6.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-258- 1.17% |
$54.3K - $74.8K
|
21.7K
$6.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-259- 3.14% |
$54.5K - $75.1K
|
7.99K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-260- 2.9% |
$54.7K - $75.4K
|
8.72K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-267- 3.6% |
$56.1K - $77.4K
|
7.16K
$2.07M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-267- 8.23% |
$56.1K - $77.4K
|
2.98K
$863K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-269- 0.6% |
$56.6K - $78K
|
44.2K
$12.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-273- 4.48% |
$57.4K - $79.1K
|
5.82K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-274- 1.05% |
$57.6K - $79.4K
|
25.8K
$7.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-274- 8.17% |
$57.6K - $79.4K
|
3.08K
$893K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-275- 1.3% |
$57.8K - $79.7K
|
20.9K
$6.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-282- 1.39% |
$59.3K - $81.8K
|
20K
$5.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-283- 4.96% |
$59.5K - $82K
|
5.43K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-284- 1.0% |
$59.7K - $82.3K
|
28.1K
$8.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-285- 0.51% |
$59.9K - $82.6K
|
55.4K
$16.1M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-288- 16.17% |
$60.6K - $83.5K
|
1.49K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-288- 3.23% |
$60.6K - $83.5K
|
8.64K
$2.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-297- 1.11% |
$62.5K - $86.1K
|
26.6K
$7.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-306- 1.47% |
$64.3K - $88.7K
|
20.5K
$5.95M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-307- 2.92% |
$64.6K - $89K
|
10.2K
$2.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-310- 8.23% |
$65.2K - $89.9K
|
3.46K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-313- 12.67% |
$65.8K - $90.7K
|
2.16K
$626K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-315- 1.06% |
$66.2K - $91.3K
|
29.5K
$8.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-318- 0.86% |
$66.9K - $92.2K
|
36.6K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-320- 0.81% |
$67.3K - $92.8K
|
39.1K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-329- 1.52% |
$69.2K - $95.4K
|
21.3K
$6.17M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-333- 2.88% |
$70K - $96.5K
|
11.2K
$3.26M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-334- 1.43% |
$70.2K - $96.8K
|
23K
$6.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-335- 4.79% |
$70.4K - $97.1K
|
6.67K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-336- 4.35% |
$70.7K - $97.4K
|
7.39K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-340- 1.66% |
$71.5K - $98.6K
|
20.1K
$5.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-342- 0.76% |
$71.9K - $99.1K
|
44.9K
$13M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-343- 1.11% |
$72.1K - $99.4K
|
30.4K
$8.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-359- 9.42% |
$75.5K - $104K
|
3.45K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-360- 5.28% |
$75.7K - $104K
|
6.46K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-361- 4.2% |
$75.9K - $105K
|
8.24K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-361- 1.87% |
$75.9K - $105K
|
19K
$5.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-365- 7.98% |
$76.8K - $106K
|
4.21K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-369- 1.06% |
$77.6K - $107K
|
34.3K
$9.95M
|