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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.88K+ 2.51% |
$816K - $1.13M
|
159K
$49M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.85K+ 11.4% |
$810K - $1.12M
|
37.6K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.82K+ 22.63% |
$803K - $1.11M
|
20.7K
$6.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.8K+ 16.25% |
$798K - $1.1M
|
27.2K
$8.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.78K+ 14.8% |
$795K - $1.1M
|
29.3K
$9.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3.76K+ 28.71% |
$791K - $1.09M
|
16.9K
$5.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.76K+ 2.22% |
$791K - $1.09M
|
173K
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.75K+ 10.74% |
$788K - $1.09M
|
38.6K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
3.73KNew |
$785K - $1.08M
|
3.73K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.73K+ 5.94% |
$783K - $1.08M
|
66.4K
$20.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.72K+ 46.31% |
$782K - $1.08M
|
11.8K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.72K+ 172.42% |
$782K - $1.08M
|
5.88K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
3.72K+ 3.2% |
$781K - $1.08M
|
120K
$37M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.71K+ 1.05% |
$780K - $1.07M
|
356K
$110M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
3.69K+ 3.26% |
$777K - $1.07M
|
117K
$36.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
3.69KNew |
$776K - $1.07M
|
3.69K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.69KNew |
$776K - $1.07M
|
3.69K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
3.68K+ 527.83% |
$774K - $1.07M
|
4.38K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.66K+ 1.68% |
$770K - $1.06M
|
222K
$68.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.66K+ 0.86% |
$769K - $1.06M
|
431K
$133M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3.62K+ 4.21% |
$761K - $1.05M
|
89.5K
$27.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.62K+ 13.46% |
$761K - $1.05M
|
30.5K
$9.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
3.62K+ 3.58% |
$760K - $1.05M
|
105K
$32.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.52K+ 2.46% |
$739K - $1.02M
|
146K
$45.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.48K+ 6.23% |
$731K - $1.01M
|
59.2K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.46K+ 3.31% |
$728K - $1M
|
108K
$33.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
3.43KNew |
$722K - $995K
|
3.43K
$1.06M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.42K+ 57.91% |
$719K - $991K
|
9.32K
$2.88M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.42K+ 1.78% |
$718K - $990K
|
195K
$60.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.4K+ 4.86% |
$714K - $985K
|
73.3K
$22.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.38K+ 12.15% |
$711K - $981K
|
31.2K
$9.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
3.37KNew |
$708K - $977K
|
3.37K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
3.35K+ 2.42% |
$703K - $970K
|
142K
$43.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.33K+ 1.05% |
$701K - $966K
|
319K
$98.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.32KNew |
$698K - $963K
|
3.32K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.26K+ 32.97% |
$686K - $945K
|
13.1K
$4.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Crystal Rock Capital Management
|
BUY
|
- |
3.25K+ 12.66% |
$683K - $942K
|
28.9K
$8.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.18K+ 42.91% |
$668K - $921K
|
10.6K
$3.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.17K+ 6.35% |
$666K - $918K
|
53K
$16.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.14K+ 13.98% |
$661K - $911K
|
25.6K
$7.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.14K+ 11.26% |
$659K - $909K
|
31K
$9.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.13K+ 18.99% |
$659K - $908K
|
19.6K
$6.06M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.13K+ 4.91% |
$658K - $907K
|
66.9K
$20.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.12K+ 2.39% |
$657K - $905K
|
134K
$41.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.11K+ 11.55% |
$653K - $900K
|
30K
$9.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.1K+ 15.2% |
$652K - $899K
|
23.5K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.1K+ 31.16% |
$652K - $899K
|
13.1K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.1K+ 3.47% |
$651K - $897K
|
92.2K
$28.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.08K+ 5.88% |
$648K - $893K
|
55.5K
$17.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.05K+ 2.32% |
$642K - $885K
|
135K
$41.6M
|