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 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 15.21% |
$252K - $347K
|
6.67K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.21K- 0.7% |
$254K - $350K
|
170K
$49.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24K- 2.98% |
$261K - $360K
|
40.4K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.27K- 3.34% |
$266K - $367K
|
36.6K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-1.31K- 53.73% |
$276K - $380K
|
1.13K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.33K- 4.05% |
$279K - $385K
|
31.4K
$9.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.36K- 4.7% |
$287K - $395K
|
27.6K
$8.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.37K- 2.6% |
$287K - $396K
|
51.2K
$14.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.4K- 3.29% |
$293K - $404K
|
41K
$11.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.41K- 2.31% |
$296K - $409K
|
59.7K
$17.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.42K- 3.18% |
$299K - $412K
|
43.2K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.58% |
$299K - $413K
|
88.8K
$25.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.44K- 11.94% |
$302K - $417K
|
10.6K
$3.07M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.45K- 7.0% |
$304K - $419K
|
19.2K
$5.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.5K- 1.66% |
$315K - $434K
|
88.8K
$25.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.59K- 7.23% |
$334K - $461K
|
20.4K
$5.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.59K- 52.68% |
$335K - $462K
|
1.43K
$415K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.61K- 4.72% |
$339K - $467K
|
32.5K
$9.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.65K- 1.45% |
$348K - $479K
|
112K
$32.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.66K- 38.61% |
$348K - $480K
|
2.64K
$764K
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.66K- 4.72% |
$350K - $482K
|
33.6K
$9.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.68K- 2.27% |
$352K - $486K
|
72.3K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.7K- 10.42% |
$358K - $494K
|
14.6K
$4.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.75K- 15.27% |
$368K - $507K
|
9.71K
$2.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.76K- 4.76% |
$370K - $511K
|
35.2K
$10.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.86K- 5.6% |
$391K - $540K
|
31.3K
$9.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.87K- 2.64% |
$394K - $543K
|
68.9K
$20M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 1.5% |
$395K - $544K
|
124K
$35.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.94K- 1.76% |
$407K - $561K
|
108K
$31.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.95K- 2.0% |
$411K - $566K
|
96K
$27.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.97K- 2.64% |
$414K - $571K
|
72.5K
$21M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.97K- 0.66% |
$415K - $572K
|
298K
$86.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2K- 15.43% |
$420K - $579K
|
10.9K
$3.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 9.52% |
$421K - $580K
|
19K
$5.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.08K- 1.18% |
$436K - $602K
|
173K
$50.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.16K- 6.22% |
$454K - $626K
|
32.6K
$9.45M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.19K- 26.52% |
$460K - $635K
|
6.06K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-2.19K- 2.1% |
$461K - $636K
|
102K
$29.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.2K- 5.39% |
$462K - $638K
|
38.6K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.26K- 2.01% |
$476K - $656K
|
110K
$32M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.3K- 13.03% |
$483K - $666K
|
15.3K
$4.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.35K- 3.5% |
$495K - $682K
|
64.8K
$18.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.36K- 2.49% |
$495K - $683K
|
92.2K
$26.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.43K- 7.67% |
$510K - $704K
|
29.2K
$8.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.45K- 1.17% |
$514K - $709K
|
206K
$59.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-2.55K- 1.51% |
$535K - $738K
|
166K
$48.2M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.76K- 13.34% |
$579K - $799K
|
17.9K
$5.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.81K- 5.7% |
$590K - $813K
|
46.4K
$13.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.85K- 8.58% |
$599K - $825K
|
30.3K
$8.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.88K- 17.23% |
$606K - $835K
|
13.8K
$4.01M
|