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 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2K+ 200.0% |
$421K - $580K
|
3K
$870K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.96K+ 56.58% |
$412K - $567K
|
5.42K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.9K+ 23.53% |
$400K - $551K
|
9.98K
$2.89M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.88KNew |
$395K - $544K
|
1.88K
$544K
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.81K+ 3.78% |
$380K - $523K
|
49.5K
$14.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.78K+ 1.75% |
$373K - $515K
|
103K
$30M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.71K+ 3.18% |
$359K - $495K
|
55.3K
$16M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.66K+ 12.29% |
$349K - $481K
|
15.2K
$4.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.63K+ 74.18% |
$343K - $473K
|
3.83K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.61K+ 1.69% |
$339K - $468K
|
97.1K
$28.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.58K+ 4.69% |
$332K - $457K
|
35.2K
$10.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.55KNew |
$326K - $449K
|
1.55K
$449K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.55K+ 0.78% |
$326K - $449K
|
200K
$58.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.55K+ 3.64% |
$326K - $449K
|
44K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 6.77% |
$324K - $447K
|
24.3K
$7.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.53K+ 7.73% |
$323K - $445K
|
21.4K
$6.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.53K+ 33.54% |
$322K - $444K
|
6.1K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.52K+ 0.51% |
$319K - $439K
|
301K
$87.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.51K+ 9.21% |
$318K - $438K
|
17.9K
$5.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 45.41% |
$317K - $437K
|
4.83K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 5.94% |
$315K - $434K
|
26.7K
$7.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.46K+ 19.34% |
$308K - $424K
|
9.03K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.43KNew |
$300K - $414K
|
1.43K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.43K+ 7.07% |
$300K - $414K
|
21.6K
$6.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.42K+ 20.59% |
$298K - $411K
|
8.31K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.41K+ 2.09% |
$295K - $407K
|
68.6K
$19.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.4K+ 4.73% |
$294K - $406K
|
31K
$8.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.36K+ 1.19% |
$286K - $394K
|
116K
$33.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.35K+ 2.79% |
$284K - $391K
|
49.7K
$14.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.35KNew |
$283K - $391K
|
1.35K
$391K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.32K+ 2.34% |
$277K - $382K
|
57.6K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.31K+ 69.41% |
$275K - $379K
|
3.19K
$925K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.29K+ 32.19% |
$272K - $375K
|
5.31K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.26K+ 28.6% |
$265K - $365K
|
5.66K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 2.65% |
$257K - $355K
|
47.3K
$13.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.22K+ 4.96% |
$257K - $354K
|
25.8K
$7.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.21K+ 4.62% |
$255K - $351K
|
27.4K
$7.96M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1.2K+ 120.0% |
$252K - $348K
|
2.2K
$638K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.19K+ 13.25% |
$249K - $344K
|
10.1K
$2.94M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17K+ 0.54% |
$247K - $340K
|
220K
$63.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.15K+ 15.09% |
$241K - $332K
|
8.73K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.14K+ 22.71% |
$240K - $330K
|
6.15K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.12K+ 2.6% |
$236K - $325K
|
44.3K
$12.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.11K+ 45.03% |
$232K - $320K
|
3.56K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.09KNew |
$229K - $315K
|
1.09K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
1.07KNew |
$226K - $311K
|
1.07K
$311K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.07K+ 1.62% |
$224K - $309K
|
67K
$19.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.03K+ 95.55% |
$217K - $299K
|
2.11K
$612K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.03K+ 102.59% |
$217K - $299K
|
2.04K
$590K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.03KNew |
$217K - $299K
|
1.03K
$299K
|