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 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.38K+ 8.89% |
$500K - $690K
|
29.1K
$9M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.37K+ 126.92% |
$498K - $686K
|
4.23K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.35K+ 23.99% |
$495K - $682K
|
12.2K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.35K+ 4.11% |
$494K - $682K
|
59.6K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.35K+ 30.07% |
$493K - $680K
|
10.1K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.34K+ 4.54% |
$493K - $679K
|
53.9K
$16.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.34K+ 53.21% |
$491K - $677K
|
6.73K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.32K+ 241.56% |
$488K - $672K
|
3.28K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.31K+ 82.59% |
$485K - $669K
|
5.1K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.28K+ 12.73% |
$480K - $662K
|
20.2K
$6.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.26KNew |
$476K - $656K
|
2.26K
$699K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.26K+ 6.22% |
$475K - $654K
|
38.5K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.25K+ 7.9% |
$473K - $652K
|
30.7K
$9.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.25KNew |
$472K - $651K
|
2.25K
$694K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.23K+ 69.92% |
$469K - $646K
|
5.42K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.23K+ 9.32% |
$468K - $646K
|
26.1K
$8.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.22K+ 7.26% |
$468K - $645K
|
32.8K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.22K+ 7.77% |
$468K - $645K
|
30.8K
$9.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.22K+ 5.83% |
$466K - $642K
|
40.2K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.21K+ 14.4% |
$465K - $641K
|
17.6K
$5.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.21K+ 3.95% |
$464K - $640K
|
58.1K
$17.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.2K+ 12.76% |
$463K - $638K
|
19.5K
$6.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.19KNew |
$461K - $635K
|
2.19K
$677K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.18K+ 16.41% |
$458K - $632K
|
15.5K
$4.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.18K+ 20.01% |
$458K - $631K
|
13.1K
$4.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
2.17KNew |
$457K - $630K
|
2.17K
$671K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.17K+ 11.41% |
$456K - $629K
|
21.2K
$6.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.16K+ 1.1% |
$455K - $627K
|
199K
$61.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
2.16KNew |
$453K - $625K
|
2.16K
$666K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.15KNew |
$453K - $624K
|
2.15K
$665K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.14K+ 49.76% |
$450K - $621K
|
6.45K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.14K+ 6.56% |
$449K - $619K
|
34.7K
$10.7M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.13K+ 13.58% |
$448K - $618K
|
17.8K
$5.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.12K+ 15.7% |
$446K - $615K
|
15.6K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.12K+ 37.84% |
$445K - $613K
|
7.71K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.11K+ 90.44% |
$443K - $611K
|
4.44K
$1.37M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
2.11KNew |
$443K - $611K
|
2.11K
$651K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.11K+ 19.0% |
$443K - $610K
|
13.2K
$4.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Freemont Management S.A.
|
BUY
|
- |
2.1K+ 30.43% |
$442K - $609K
|
9K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.09K+ 12.46% |
$440K - $606K
|
18.9K
$5.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.09KNew |
$440K - $606K
|
2.09K
$646K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.07K+ 1.59% |
$435K - $600K
|
132K
$40.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$434K - $598K
|
2.06K
$637K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.06K+ 4.07% |
$433K - $597K
|
52.7K
$16.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.06K+ 0.17% |
$433K - $597K
|
1.22M
$378M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.05K+ 13.75% |
$432K - $595K
|
17K
$5.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 100.24% |
$431K - $595K
|
4.1K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.05K+ 2.65% |
$431K - $595K
|
79.4K
$24.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
2.04K+ 10.86% |
$428K - $590K
|
20.8K
$6.42M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.03K+ 3.86% |
$427K - $589K
|
54.7K
$16.9M
|