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 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-22K- 10.03% |
$4.62M - $6.37M
|
197K
$57.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-24.3K- 2.07% |
$5.11M - $7.05M
|
1.15M
$334M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-24.7K- 17.85% |
$5.19M - $7.15M
|
114K
$32.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-24.8K- 93.31% |
$5.21M - $7.19M
|
1.78K
$515K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-28.8K- 34.98% |
$6.05M - $8.34M
|
53.5K
$15.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-33.7K- 37.29% |
$7.1M - $9.78M
|
56.8K
$16.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-33.8K- 57.91% |
$7.1M - $9.79M
|
24.5K
$7.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-45.8K- 6.13% |
$9.62M - $13.3M
|
701K
$203M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-63K- 61.42% |
$13.2M - $18.3M
|
39.6K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-101K- 41.89% |
$21.3M - $29.3M
|
140K
$40.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-121K- 72.4% |
$25.4M - $35.1M
|
46.1K
$13.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-224KClosed |
$47.1M - $65M
|
0
$0
|