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 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-369- 0.66% |
$77.6K - $107K
|
55.2K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-370- 20.64% |
$77.8K - $107K
|
1.42K
$413K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-371- 5.56% |
$78K - $108K
|
6.3K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-373- 0.84% |
$78.4K - $108K
|
43.9K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-375- 1.67% |
$78.9K - $109K
|
22.1K
$6.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-378- 4.75% |
$79.5K - $110K
|
7.58K
$2.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-378- 0.55% |
$79.5K - $110K
|
69K
$20M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-390- 3.43% |
$82K - $113K
|
11K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-391- 1.29% |
$82.2K - $113K
|
30K
$8.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-394- 1.35% |
$82.9K - $114K
|
28.8K
$8.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-408- 6.68% |
$85.8K - $118K
|
5.7K
$1.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-410- 1.27% |
$86.2K - $119K
|
32K
$9.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-413- 5.45% |
$86.8K - $120K
|
7.17K
$2.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-417- 0.94% |
$87.7K - $121K
|
43.7K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-439- 2.28% |
$92.3K - $127K
|
18.8K
$5.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-440- 1.81% |
$92.5K - $128K
|
23.8K
$6.91M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-442- 0.32% |
$92.9K - $128K
|
139K
$40.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-442- 4.97% |
$92.9K - $128K
|
8.45K
$2.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-450- 3.15% |
$94.6K - $130K
|
13.9K
$4.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-465- 0.42% |
$97.8K - $135K
|
110K
$32M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-475- 3.55% |
$99.9K - $138K
|
12.9K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-485- 4.38% |
$102K - $141K
|
10.6K
$3.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-489- 18.29% |
$103K - $142K
|
2.19K
$633K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-489- 5.55% |
$103K - $142K
|
8.32K
$2.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-494- 4.71% |
$104K - $143K
|
9.99K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-494- 2.86% |
$104K - $143K
|
16.8K
$4.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-497- 4.62% |
$105K - $144K
|
10.3K
$2.97M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-498- 12.67% |
$105K - $144K
|
3.43K
$995K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 9.05% |
$105K - $145K
|
5.03K
$1.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-500- 4.58% |
$105K - $145K
|
10.4K
$3.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-506- 11.24% |
$106K - $147K
|
4K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-512- 1.09% |
$108K - $148K
|
46.4K
$13.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-521- 5.07% |
$110K - $151K
|
9.75K
$2.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-523- 6.2% |
$110K - $152K
|
7.91K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-528- 0.25% |
$111K - $153K
|
212K
$61.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-536- 9.36% |
$113K - $155K
|
5.19K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-540- 0.58% |
$114K - $157K
|
92.2K
$26.7M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-555- 5.17% |
$117K - $161K
|
10.2K
$2.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-564- 15.41% |
$119K - $164K
|
3.1K
$897K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-569- 4.85% |
$120K - $165K
|
11.2K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-573- 1.98% |
$120K - $166K
|
28.4K
$8.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-576- 1.51% |
$121K - $167K
|
37.7K
$10.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-579- 24.97% |
$122K - $168K
|
1.74K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-579- 2.16% |
$122K - $168K
|
26.2K
$7.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-582- 8.04% |
$122K - $169K
|
6.66K
$1.93M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-595- 4.56% |
$125K - $172K
|
12.4K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-603- 14.75% |
$127K - $175K
|
3.49K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-614- 2.41% |
$129K - $178K
|
24.9K
$7.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-625- 3.56% |
$131K - $181K
|
16.9K
$4.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-650- 5.34% |
$137K - $188K
|
11.5K
$3.34M
|