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
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.86K+ 11.43% |
$1.02M - $1.41M
|
47.4K
$14.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
4.86K+ 131.55% |
$1.02M - $1.41M
|
8.55K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.83K+ 6.05% |
$1.02M - $1.4M
|
84.7K
$26.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.81K+ 20.47% |
$1.01M - $1.4M
|
28.3K
$8.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.77K+ 1.25% |
$1M - $1.38M
|
386K
$119M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.75K+ 15.04% |
$999K - $1.38M
|
36.3K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.74K+ 336.74% |
$996K - $1.37M
|
6.15K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.72K+ 10.09% |
$992K - $1.37M
|
51.5K
$15.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.68K+ 46.91% |
$985K - $1.36M
|
14.7K
$4.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.63K+ 187.64% |
$973K - $1.34M
|
7.1K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.62K+ 1.72% |
$971K - $1.34M
|
273K
$84.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.62K+ 93.48% |
$971K - $1.34M
|
9.55K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.59K+ 0.35% |
$965K - $1.33M
|
1.3M
$401M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.56K+ 41.81% |
$959K - $1.32M
|
15.5K
$4.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
4.54K+ 7.88% |
$956K - $1.32M
|
62.2K
$19.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.53K+ 5.32% |
$952K - $1.31M
|
89.6K
$27.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
4.52K+ 64.31% |
$950K - $1.31M
|
11.5K
$3.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.5K+ 66.42% |
$947K - $1.31M
|
11.3K
$3.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
4.5K+ 4.5% |
$946K - $1.3M
|
104K
$32.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.49K+ 4.69% |
$944K - $1.3M
|
100K
$31M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.47K+ 5.07% |
$941K - $1.3M
|
92.7K
$28.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
4.47K+ 2.02% |
$940K - $1.3M
|
225K
$69.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
4.45K+ 1.6% |
$936K - $1.29M
|
282K
$87.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
4.4K+ 7.95% |
$926K - $1.28M
|
59.8K
$18.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.4K+ 1.89% |
$925K - $1.27M
|
237K
$73.3M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.36K+ 741.33% |
$917K - $1.26M
|
4.95K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.36K+ 80.78% |
$916K - $1.26M
|
9.75K
$3.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.33K+ 7.41% |
$911K - $1.26M
|
62.9K
$19.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.3KNew |
$904K - $1.25M
|
4.3K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
4.3K+ 3.38% |
$903K - $1.25M
|
132K
$40.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.29K+ 212.7% |
$901K - $1.24M
|
6.3K
$1.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.27K+ 8.95% |
$897K - $1.24M
|
51.9K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.22K+ 2.41% |
$888K - $1.22M
|
179K
$55.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.21K+ 2.11% |
$885K - $1.22M
|
204K
$63M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.21K+ 4.55% |
$885K - $1.22M
|
96.7K
$29.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
4.13K+ 273.46% |
$869K - $1.2M
|
5.64K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
4.11K+ 4.07% |
$865K - $1.19M
|
105K
$32.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.04K+ 2.02% |
$849K - $1.17M
|
204K
$62.9M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.03K+ 1.08% |
$846K - $1.17M
|
378K
$117M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 3.57% |
$845K - $1.16M
|
117K
$36M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.01K+ 3.19% |
$842K - $1.16M
|
129K
$40M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.99K+ 24.15% |
$840K - $1.16M
|
20.5K
$6.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 6.24% |
$837K - $1.15M
|
67.8K
$20.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
3.97K+ 5.77% |
$834K - $1.15M
|
72.7K
$22.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.95K+ 13.64% |
$830K - $1.14M
|
32.9K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
3.95K+ 423.28% |
$830K - $1.14M
|
4.88K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.93K+ 26.66% |
$825K - $1.14M
|
18.6K
$5.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.91K+ 2.36% |
$822K - $1.13M
|
169K
$52.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.91KNew |
$822K - $1.13M
|
3.91K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
3.88K+ 62.4% |
$817K - $1.13M
|
10.1K
$3.12M
|