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 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
614+ 2.36% |
$129K - $178K
|
26.6K
$7.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
612+ 2.9% |
$129K - $177K
|
21.7K
$6.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
600New |
$126K - $174K
|
600
$174K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
599New |
$126K - $174K
|
599
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
595+ 4.26% |
$125K - $172K
|
14.6K
$4.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
592+ 0.62% |
$124K - $172K
|
96.1K
$27.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
591+ 3.7% |
$124K - $171K
|
16.6K
$4.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
587+ 17.7% |
$123K - $170K
|
3.9K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
544+ 28.92% |
$114K - $158K
|
2.43K
$703K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
542+ 0.99% |
$114K - $157K
|
55.4K
$16M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
540+ 2.01% |
$114K - $157K
|
27.4K
$7.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
535+ 22.24% |
$112K - $155K
|
2.94K
$853K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
524+ 1.96% |
$110K - $152K
|
27.2K
$7.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
521+ 1.93% |
$110K - $151K
|
27.5K
$7.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
512+ 0.69% |
$108K - $148K
|
74.9K
$21.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
500+ 10.58% |
$105K - $145K
|
5.23K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
484+ 4.93% |
$102K - $140K
|
10.3K
$2.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
479+ 5.69% |
$101K - $139K
|
8.89K
$2.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
478+ 2.91% |
$101K - $139K
|
16.9K
$4.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
474+ 13.42% |
$99.7K - $137K
|
4.01K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
471+ 0.99% |
$99K - $137K
|
48K
$13.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
470+ 1.45% |
$98.8K - $136K
|
32.8K
$9.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
467+ 1.54% |
$98.2K - $135K
|
30.9K
$8.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
456+ 20.03% |
$95.9K - $132K
|
2.73K
$792K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
455+ 7.92% |
$95.7K - $132K
|
6.2K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
454+ 2.26% |
$95.5K - $132K
|
20.5K
$5.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
443+ 0.19% |
$93.2K - $128K
|
230K
$66.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
442+ 6.39% |
$92.9K - $128K
|
7.36K
$2.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
441+ 6.12% |
$92.7K - $128K
|
7.65K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
417+ 4.47% |
$87.7K - $121K
|
9.76K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
410+ 12.01% |
$86.2K - $119K
|
3.82K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
400+ 6.71% |
$84.1K - $116K
|
6.36K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
389+ 2.56% |
$81.8K - $113K
|
15.6K
$4.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
387+ 3.56% |
$81.4K - $112K
|
11.2K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
381+ 3.28% |
$80.1K - $110K
|
12K
$3.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
370+ 1.06% |
$77.8K - $107K
|
35.2K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
367+ 6.5% |
$77.2K - $106K
|
6.01K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
366+ 4.96% |
$77K - $106K
|
7.74K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
361+ 1.29% |
$75.9K - $105K
|
28.4K
$8.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
361+ 1.23% |
$75.9K - $105K
|
29.6K
$8.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
360+ 6.55% |
$75.7K - $104K
|
5.86K
$1.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
355+ 1.02% |
$74.6K - $103K
|
35.3K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
349+ 3.04% |
$73.4K - $101K
|
11.8K
$3.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
348+ 0.75% |
$73.2K - $101K
|
46.9K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
343+ 18.9% |
$72.1K - $99.4K
|
2.16K
$626K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
336+ 3.39% |
$70.7K - $97.4K
|
10.2K
$2.97M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
336+ 0.44% |
$70.7K - $97.4K
|
76.6K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
333+ 0.35% |
$70K - $96.5K
|
96.6K
$28M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
331+ 3.31% |
$69.6K - $96K
|
10.3K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
329+ 0.86% |
$69.2K - $95.4K
|
38.5K
$11.2M
|