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 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.02KNew |
$425K - $586K
|
2.02K
$624K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
2.02KNew |
$425K - $586K
|
2.02K
$624K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.02KNew |
$424K - $584K
|
2.02K
$622K
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
2.01KNew |
$423K - $583K
|
2.01K
$622K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2K+ 3.75% |
$421K - $581K
|
55.4K
$17.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2K+ 200.0% |
$421K - $580K
|
3K
$927K
|
|
|
Aug 06, 2025
Q2 2025
|
Brooktree Capital Management
|
BUY
|
- |
2KNew |
$421K - $580K
|
2K
$618K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2K+ 111.11% |
$421K - $580K
|
3.8K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.99K+ 39.03% |
$418K - $576K
|
7.08K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.96K+ 24.29% |
$412K - $569K
|
10K
$3.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 4.67% |
$412K - $568K
|
44K
$13.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.96K+ 56.58% |
$412K - $567K
|
5.42K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.94K+ 11.39% |
$408K - $563K
|
19K
$5.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.94K+ 1.56% |
$407K - $561K
|
126K
$38.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
1.93KNew |
$406K - $560K
|
1.93K
$597K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.93K+ 20.94% |
$405K - $559K
|
11.1K
$3.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.92K+ 3.91% |
$403K - $555K
|
50.9K
$15.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.91K+ 8.88% |
$401K - $553K
|
23.4K
$7.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.9K+ 23.53% |
$400K - $551K
|
9.98K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.9KNew |
$399K - $550K
|
1.9K
$586K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.9K+ 16.94% |
$398K - $549K
|
13.1K
$4.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.89K+ 11.01% |
$397K - $547K
|
19K
$5.87M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.88KNew |
$395K - $544K
|
1.88K
$580K
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
1.88K+ 0.73% |
$394K - $544K
|
259K
$79.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.87K+ 182.36% |
$393K - $542K
|
2.9K
$895K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.86K+ 1.19% |
$392K - $540K
|
159K
$49.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
1.85K+ 4.6% |
$389K - $536K
|
42.1K
$13M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.84KNew |
$387K - $534K
|
1.84K
$569K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.84K+ 1.97% |
$386K - $533K
|
94.9K
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.83K+ 42.29% |
$384K - $530K
|
6.15K
$1.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.83K+ 12.85% |
$384K - $530K
|
16K
$4.96M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.81K+ 13.07% |
$381K - $525K
|
15.7K
$4.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.81K+ 3.78% |
$380K - $523K
|
49.5K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.8K+ 0.69% |
$379K - $522K
|
263K
$81.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.8K+ 5.58% |
$378K - $521K
|
34K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.78K+ 0.58% |
$374K - $516K
|
310K
$95.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.78K+ 1.75% |
$373K - $515K
|
103K
$32M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.78K+ 33.35% |
$373K - $515K
|
7.1K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.75K+ 3.27% |
$368K - $508K
|
55.4K
$17.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.75K+ 85.57% |
$368K - $507K
|
3.8K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.73K+ 22.15% |
$365K - $503K
|
9.56K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.72K+ 12.36% |
$362K - $499K
|
15.6K
$4.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.71K+ 13.68% |
$360K - $496K
|
14.2K
$4.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.71K+ 3.18% |
$359K - $495K
|
55.3K
$17.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.69K+ 19.65% |
$356K - $491K
|
10.3K
$3.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.69K+ 2.31% |
$356K - $490K
|
74.9K
$23.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.69K+ 43.68% |
$355K - $490K
|
5.56K
$1.72M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.68K+ 64.82% |
$354K - $488K
|
4.28K
$1.32M
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.68K+ 18.07% |
$353K - $486K
|
11K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 3.8% |
$352K - $486K
|
45.8K
$14.1M
|