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 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.05K+ 12.88% |
$641K - $884K
|
26.7K
$8.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.02K+ 30.64% |
$635K - $876K
|
12.9K
$3.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.02K+ 4.94% |
$634K - $874K
|
64.1K
$19.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.94KNew |
$619K - $853K
|
2.94K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.92K+ 10.18% |
$614K - $846K
|
31.6K
$9.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.91K+ 3.89% |
$611K - $842K
|
77.6K
$24M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.9K+ 10.21% |
$610K - $841K
|
31.3K
$9.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
2.9K+ 29.02% |
$609K - $840K
|
12.9K
$3.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.87K+ 6.51% |
$603K - $831K
|
46.9K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.84KNew |
$597K - $823K
|
2.84K
$877K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.83K+ 4.77% |
$596K - $821K
|
62.2K
$19.2M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.83KNew |
$595K - $821K
|
2.83K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.83KNew |
$594K - $819K
|
2.83K
$873K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.81K+ 9.51% |
$590K - $814K
|
32.3K
$9.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.8KNew |
$589K - $811K
|
2.8K
$865K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.79K+ 82.57% |
$587K - $809K
|
6.17K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.77K+ 2.33% |
$583K - $804K
|
122K
$37.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.77K+ 7.65% |
$582K - $803K
|
39K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.75KNew |
$578K - $797K
|
2.75K
$849K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.74K+ 5.2% |
$577K - $795K
|
55.4K
$17.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.73K+ 38.35% |
$574K - $792K
|
9.85K
$3.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.73K+ 2.98% |
$574K - $791K
|
94.1K
$29.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.72K+ 4.99% |
$573K - $790K
|
57.3K
$17.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.72K+ 8.34% |
$572K - $788K
|
35.3K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
2.69K+ 47.38% |
$565K - $779K
|
8.36K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.68K+ 4.18% |
$564K - $778K
|
66.8K
$20.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 3.51% |
$561K - $773K
|
78.8K
$24.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 9.08% |
$560K - $772K
|
32K
$9.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.66K+ 60.91% |
$559K - $771K
|
7.02K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.64K+ 250.43% |
$556K - $766K
|
3.7K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
2.64K+ 6.63% |
$555K - $765K
|
42.4K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
2.63K+ 23.34% |
$552K - $761K
|
13.9K
$4.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.62K+ 24.65% |
$552K - $760K
|
13.3K
$4.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.57K+ 38.04% |
$540K - $744K
|
9.31K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.57K+ 0.74% |
$539K - $744K
|
349K
$108M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.55K+ 65.38% |
$536K - $740K
|
6.45K
$1.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.54K+ 1.25% |
$534K - $737K
|
206K
$63.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.5K+ 41.14% |
$525K - $724K
|
8.56K
$2.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.48K+ 98.57% |
$522K - $720K
|
5K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.46K+ 49.07% |
$517K - $712K
|
7.46K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
2.45K+ 5.25% |
$516K - $711K
|
49.1K
$15.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.45K+ 44.12% |
$515K - $710K
|
8K
$2.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.45K+ 10.8% |
$514K - $709K
|
25.1K
$7.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.44KNew |
$513K - $708K
|
2.44K
$754K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.43K+ 2.87% |
$512K - $705K
|
87.1K
$26.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.43K+ 11.06% |
$511K - $705K
|
24.4K
$7.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.41K+ 12.11% |
$508K - $700K
|
22.4K
$6.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.41K+ 0.28% |
$506K - $698K
|
861K
$266M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2.4K+ 140.55% |
$504K - $694K
|
4.1K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.39K+ 2.98% |
$502K - $693K
|
82.6K
$25.5M
|