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
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
208+ 2.98% |
$43.7K - $60.3K
|
7.2K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
206+ 6.43% |
$43.3K - $59.7K
|
3.41K
$989K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
205+ 2.49% |
$43.1K - $59.4K
|
8.45K
$2.45M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
205+ 4.46% |
$43.1K - $59.4K
|
4.8K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
203+ 3.66% |
$42.7K - $58.9K
|
5.75K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
198+ 14.58% |
$41.6K - $57.4K
|
1.56K
$451K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
195+ 1.92% |
$41K - $56.5K
|
10.3K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
195+ 7.07% |
$41K - $56.5K
|
2.95K
$856K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
194+ 15.22% |
$40.8K - $56.2K
|
1.47K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
191+ 1.72% |
$40.2K - $55.4K
|
11.3K
$3.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
188+ 1.23% |
$39.5K - $54.5K
|
15.5K
$4.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
187+ 9.87% |
$39.3K - $54.2K
|
2.08K
$604K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
185+ 4.59% |
$38.9K - $53.6K
|
4.22K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
184+ 2.38% |
$38.7K - $53.3K
|
7.91K
$2.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
184+ 0.65% |
$38.7K - $53.3K
|
28.6K
$8.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
180+ 6.41% |
$37.9K - $52.2K
|
2.99K
$867K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
180+ 26.67% |
$37.9K - $52.2K
|
855
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
177+ 13.27% |
$37.2K - $51.3K
|
1.51K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
175+ 2.15% |
$36.8K - $50.7K
|
8.3K
$2.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
175+ 1.33% |
$36.8K - $50.7K
|
13.3K
$3.86M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
164+ 2.27% |
$34.5K - $47.5K
|
7.39K
$2.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
163+ 3.51% |
$34.3K - $47.3K
|
4.81K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
162+ 4.9% |
$34.1K - $47K
|
3.47K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
161+ 3.4% |
$33.9K - $46.7K
|
4.9K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
159+ 1.8% |
$33.4K - $46.1K
|
8.98K
$2.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
158+ 18.92% |
$33.2K - $45.8K
|
993
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
157+ 33.12% |
$33K - $45.5K
|
631
$183K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
156+ 4.09% |
$32.8K - $45.2K
|
3.97K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
156+ 1.49% |
$32.8K - $45.2K
|
10.6K
$3.07M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
149+ 7.35% |
$31.3K - $43.2K
|
2.18K
$631K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
147+ 0.58% |
$30.9K - $42.6K
|
25.6K
$7.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
145+ 0.54% |
$30.5K - $42K
|
27.2K
$7.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
144+ 0.58% |
$30.3K - $41.7K
|
25K
$7.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
142+ 2.41% |
$29.9K - $41.2K
|
6.03K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
140+ 4.16% |
$29.4K - $40.6K
|
3.5K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
139+ 2.57% |
$29.2K - $40.3K
|
5.55K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
138+ 0.53% |
$29K - $40K
|
26.4K
$7.65M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
138+ 15.74% |
$29K - $40K
|
1.02K
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
136+ 2.52% |
$28.6K - $39.4K
|
5.54K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
136+ 6.44% |
$28.6K - $39.4K
|
2.25K
$652K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
132+ 0.18% |
$27.8K - $38.3K
|
72.3K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
131+ 1.26% |
$27.5K - $38K
|
10.5K
$3.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
130+ 5.06% |
$27.3K - $37.7K
|
2.7K
$782K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
129+ 13.44% |
$27.1K - $37.4K
|
1.09K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
128+ 2.87% |
$26.9K - $37.1K
|
4.59K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
128+ 3.75% |
$26.9K - $37.1K
|
3.54K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
127New |
$26.7K - $36.8K
|
127
$36.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
127+ 1.15% |
$26.7K - $36.8K
|
11.1K
$3.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
125+ 0.3% |
$26.3K - $36.2K
|
41.2K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
124+ 3.53% |
$26.1K - $35.9K
|
3.64K
$1.05M
|