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
|
Hengehold Capital Management LLC
|
SELL
|
- |
-685- 2.34% |
$144K - $199K
|
28.6K
$8.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-703- 2.31% |
$148K - $204K
|
29.7K
$8.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-705- 7.63% |
$148K - $204K
|
8.54K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-715- 5.35% |
$150K - $207K
|
12.7K
$3.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-721- 1.25% |
$152K - $209K
|
57.1K
$16.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-725- 1.63% |
$152K - $210K
|
43.7K
$12.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-727- 1.1% |
$153K - $211K
|
65.5K
$19M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-733- 1.63% |
$154K - $213K
|
44.4K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-750- 3.28% |
$158K - $217K
|
22.1K
$6.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-752- 26.76% |
$158K - $218K
|
2.06K
$597K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-761- 2.15% |
$160K - $221K
|
34.6K
$10M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-761- 5.77% |
$160K - $221K
|
12.4K
$3.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-784- 6.77% |
$165K - $227K
|
10.8K
$3.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-792- 1.33% |
$167K - $230K
|
58.6K
$17M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-797- 2.51% |
$168K - $231K
|
31K
$8.99M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-802- 1.84% |
$169K - $233K
|
42.7K
$12.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-804- 0.63% |
$169K - $233K
|
126K
$36.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-807- 3.53% |
$170K - $234K
|
22.1K
$6.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-815- 11.85% |
$171K - $236K
|
6.06K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-864- 2.08% |
$182K - $250K
|
40.7K
$11.8M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-867- 0.86% |
$182K - $251K
|
99.6K
$28.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-872- 18.47% |
$183K - $253K
|
3.85K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-884- 8.51% |
$186K - $256K
|
9.51K
$2.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-885- 1.66% |
$186K - $257K
|
52.4K
$15.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-920- 3.25% |
$193K - $267K
|
27.4K
$7.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-922- 4.08% |
$194K - $267K
|
21.7K
$6.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-931- 21.27% |
$196K - $270K
|
3.45K
$999K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-940- 0.73% |
$198K - $273K
|
129K
$37.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-950- 5.45% |
$200K - $275K
|
16.5K
$4.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-955- 2.69% |
$201K - $277K
|
34.6K
$10M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-959- 2.44% |
$202K - $278K
|
38.3K
$11.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-961- 9.01% |
$202K - $279K
|
9.7K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-972- 2.65% |
$204K - $282K
|
35.7K
$10.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-977- 1.43% |
$205K - $283K
|
67.6K
$19.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-981- 2.02% |
$206K - $284K
|
47.7K
$13.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.01K- 4.4% |
$213K - $294K
|
22K
$6.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.03K- 2.24% |
$216K - $297K
|
44.7K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.04K- 7.21% |
$218K - $301K
|
13.4K
$3.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-1.08K- 7.4% |
$228K - $314K
|
13.6K
$3.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.09K- 16.86% |
$228K - $315K
|
5.36K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.1K- 5.4% |
$231K - $319K
|
19.3K
$5.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.11K- 7.65% |
$233K - $321K
|
13.3K
$3.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-1.12K- 1.77% |
$234K - $323K
|
62K
$18M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.13K- 7.09% |
$237K - $327K
|
14.8K
$4.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1.13K- 12.31% |
$238K - $328K
|
8.05K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-1.14K- 8.59% |
$240K - $331K
|
12.2K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-1.15K- 2.05% |
$242K - $334K
|
55K
$15.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.16K- 1.46% |
$244K - $337K
|
78.3K
$22.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-1.17K- 22.44% |
$245K - $338K
|
4.03K
$1.17M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-1.19K- 46.1% |
$250K - $345K
|
1.39K
$403K
|