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
|
Hartford Investment Management CO
|
SELL
|
- |
-2.89K- 1.69% |
$607K - $838K
|
168K
$48.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-2.91K- 35.52% |
$613K - $845K
|
5.29K
$1.53M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.19K- 2.37% |
$671K - $926K
|
132K
$38.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.23K- 15.47% |
$680K - $937K
|
17.7K
$5.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.32K- 12.51% |
$697K - $961K
|
23.2K
$6.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.49K- 9.98% |
$734K - $1.01M
|
31.5K
$9.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.51K- 1.59% |
$739K - $1.02M
|
217K
$63M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.71K- 14.08% |
$780K - $1.08M
|
22.6K
$6.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-3.75K- 50.86% |
$788K - $1.09M
|
3.62K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.81K- 0.8% |
$801K - $1.1M
|
472K
$137M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-3.93K- 13.55% |
$827K - $1.14M
|
25.1K
$7.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.97K- 1.55% |
$835K - $1.15M
|
252K
$73.2M
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-3.97K- 0.54% |
$835K - $1.15M
|
729K
$211M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.04K- 4.18% |
$850K - $1.17M
|
92.6K
$26.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.08K- 33.66% |
$859K - $1.18M
|
8.05K
$2.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-4.09K- 9.87% |
$859K - $1.18M
|
37.3K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.29K- 19.99% |
$903K - $1.24M
|
17.2K
$4.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.31K- 41.07% |
$907K - $1.25M
|
6.19K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.45K- 4.96% |
$936K - $1.29M
|
85.3K
$24.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.46K- 5.77% |
$939K - $1.29M
|
73K
$21.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.64K- 18.13% |
$975K - $1.34M
|
20.9K
$6.07M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.69K- 72.06% |
$987K - $1.36M
|
1.82K
$528K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.76K- 16.36% |
$1M - $1.38M
|
24.3K
$7.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
SELL
|
- |
-4.8K- 36.23% |
$1.01M - $1.39M
|
8.45K
$2.45M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4.9K- 3.82% |
$1.03M - $1.42M
|
123K
$35.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.36K- 16.14% |
$1.13M - $1.55M
|
27.8K
$8.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.76K- 3.51% |
$1.21M - $1.67M
|
159K
$46M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.8K- 27.9% |
$1.22M - $1.68M
|
15K
$4.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.35K- 29.05% |
$1.33M - $1.84M
|
15.5K
$4.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-6.39K- 6.14% |
$1.34M - $1.85M
|
97.7K
$28.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-7.21K- 6.71% |
$1.52M - $2.09M
|
100K
$29.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-7.5K- 9.92% |
$1.58M - $2.17M
|
68.1K
$19.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.64K- 2.56% |
$1.61M - $2.21M
|
291K
$84.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.38K- 3.18% |
$1.76M - $2.43M
|
255K
$74M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-8.68K- 2.5% |
$1.83M - $2.52M
|
338K
$98M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-9.6K- 1.75% |
$2.02M - $2.78M
|
538K
$156M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-10.2K- 44.84% |
$2.15M - $2.97M
|
12.6K
$3.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-11K- 13.86% |
$2.32M - $3.2M
|
68.5K
$19.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-11.3K- 2.6% |
$2.38M - $3.28M
|
423K
$123M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-12.2K- 3.6% |
$2.57M - $3.54M
|
327K
$94.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-12.7K- 19.4% |
$2.66M - $3.67M
|
52.6K
$15.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12.9K- 1.66% |
$2.7M - $3.73M
|
762K
$221M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-13.9K- 4.05% |
$2.92M - $4.02M
|
328K
$95.2M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-15K- 4.58% |
$3.15M - $4.35M
|
313K
$90.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-18.1K- 2.56% |
$3.81M - $5.26M
|
690K
$200M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-19.3K- 14.33% |
$4.05M - $5.59M
|
115K
$33.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-19.6K- 5.32% |
$4.11M - $5.67M
|
348K
$101M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-19.8K- 47.63% |
$4.16M - $5.73M
|
21.7K
$6.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.9K- 1.15% |
$4.19M - $5.78M
|
1.71M
$497M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-20.2K- 2.14% |
$4.26M - $5.87M
|
926K
$268M
|