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
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123+ 1.11% |
$25.9K - $35.7K
|
11.2K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
122+ 12.44% |
$25.7K - $35.4K
|
1.1K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
122+ 0.16% |
$25.7K - $35.4K
|
74.5K
$21.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
121+ 1.95% |
$25.4K - $35.1K
|
6.33K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 1.54% |
$25.4K - $35.1K
|
8K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
120+ 3.16% |
$25.2K - $34.8K
|
3.91K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
119+ 2.69% |
$25K - $34.5K
|
4.54K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
119+ 3.56% |
$25K - $34.5K
|
3.47K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
110+ 6.91% |
$23.1K - $31.9K
|
1.7K
$494K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
107+ 1.56% |
$22.5K - $31K
|
6.97K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
107+ 1.95% |
$22.5K - $31K
|
5.6K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106+ 212.0% |
$22.3K - $30.7K
|
156
$45.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
104+ 1.69% |
$21.9K - $30.2K
|
6.25K
$1.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
103+ 3.21% |
$21.7K - $29.9K
|
3.31K
$961K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
102+ 2.91% |
$21.4K - $29.6K
|
3.61K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
101+ 0.42% |
$21.2K - $29.3K
|
24.2K
$7M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
101+ 0.2% |
$21.2K - $29.3K
|
50.2K
$14.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
101+ 4.09% |
$21.2K - $29.3K
|
2.57K
$746K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
100+ 9.83% |
$21K - $29K
|
1.12K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
100+ 2.91% |
$21K - $29K
|
3.54K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
100+ 7.97% |
$21K - $29K
|
1.35K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
95+ 9.95% |
$20K - $27.5K
|
1.05K
$304K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
94+ 1.05% |
$19.8K - $27.3K
|
9.04K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
93+ 0.22% |
$19.6K - $27K
|
42.9K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
92+ 2.78% |
$19.3K - $26.7K
|
3.4K
$985K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
90+ 2.08% |
$18.9K - $26.1K
|
4.41K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
84+ 6.99% |
$17.7K - $24.4K
|
1.29K
$373K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
84+ 1.77% |
$17.7K - $24.4K
|
4.84K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
82+ 5.64% |
$17.2K - $23.8K
|
1.54K
$445K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
81+ 0.61% |
$17K - $23.5K
|
13.3K
$3.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
81+ 1.0% |
$17K - $23.5K
|
8.17K
$2.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
81+ 1.08% |
$17K - $23.5K
|
7.55K
$2.19M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
80+ 0.74% |
$16.8K - $23.2K
|
10.8K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
79+ 8.69% |
$16.6K - $22.9K
|
988
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
79+ 0.38% |
$16.6K - $22.9K
|
21K
$6.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
79+ 4.64% |
$16.6K - $22.9K
|
1.78K
$517K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
77+ 7.04% |
$16.2K - $22.3K
|
1.17K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
75+ 6.71% |
$15.8K - $21.7K
|
1.19K
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
75+ 0.56% |
$15.8K - $21.7K
|
13.4K
$3.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
75+ 0.74% |
$15.8K - $21.7K
|
10.2K
$2.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
75+ 0.52% |
$15.8K - $21.7K
|
14.5K
$4.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
73+ 0.65% |
$15.4K - $21.2K
|
11.2K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
73+ 4.68% |
$15.4K - $21.2K
|
1.63K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
73+ 7.51% |
$15.4K - $21.2K
|
1.05K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
72+ 0.41% |
$15.1K - $20.9K
|
17.5K
$5.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
72+ 4.2% |
$15.1K - $20.9K
|
1.79K
$518K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
71+ 2.09% |
$14.9K - $20.6K
|
3.48K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
70+ 1.18% |
$14.7K - $20.3K
|
6K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
69+ 1.27% |
$14.5K - $20K
|
5.52K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
68+ 1.07% |
$14.3K - $19.7K
|
6.43K
$1.86M
|