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 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.66K+ 2.07% |
$349K - $482K
|
82K
$25.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.66K+ 54.62% |
$349K - $482K
|
4.7K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.66K+ 12.29% |
$349K - $481K
|
15.2K
$4.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.64K+ 52.71% |
$345K - $476K
|
4.75K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.64K+ 9.18% |
$344K - $475K
|
19.5K
$6.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.63K+ 74.18% |
$343K - $473K
|
3.83K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.63KNew |
$343K - $473K
|
1.63K
$504K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.63K+ 9.08% |
$343K - $473K
|
19.6K
$6.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
1.62KNew |
$341K - $470K
|
1.62K
$501K
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.62K+ 1.02% |
$340K - $468K
|
160K
$49.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.61K+ 1.69% |
$339K - $468K
|
97.1K
$30M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.61K+ 3.34% |
$339K - $467K
|
49.8K
$15.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.6K+ 4.73% |
$337K - $465K
|
35.5K
$11M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.6K+ 4.98% |
$336K - $463K
|
33.7K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.6K+ 18.5% |
$336K - $463K
|
10.2K
$3.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.58K+ 4.69% |
$332K - $457K
|
35.2K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.58K+ 161.37% |
$331K - $457K
|
2.55K
$788K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.56K+ 15.71% |
$328K - $452K
|
11.5K
$3.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.55K+ 39.93% |
$326K - $450K
|
5.44K
$1.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.55KNew |
$326K - $449K
|
1.55K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.55K+ 0.78% |
$326K - $449K
|
200K
$61.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.55K+ 3.64% |
$326K - $449K
|
44K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 6.77% |
$324K - $447K
|
24.3K
$7.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.54K+ 51.75% |
$324K - $447K
|
4.52K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.54KNew |
$324K - $446K
|
1.54K
$476K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.53K+ 7.73% |
$323K - $445K
|
21.4K
$6.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.53KNew |
$323K - $445K
|
1.53K
$474K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.53K+ 33.54% |
$322K - $444K
|
6.1K
$1.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.53K+ 43.3% |
$322K - $443K
|
5.06K
$1.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.53K+ 4.38% |
$321K - $442K
|
36.4K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
1.52KNew |
$319K - $440K
|
1.52K
$469K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.52K+ 4.58% |
$319K - $440K
|
34.6K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.52K+ 0.51% |
$319K - $439K
|
301K
$93M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.51K+ 9.21% |
$318K - $438K
|
17.9K
$5.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.51K+ 24.21% |
$318K - $438K
|
7.76K
$2.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 45.41% |
$317K - $437K
|
4.83K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.5K+ 0.88% |
$315K - $435K
|
172K
$53.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 5.94% |
$315K - $434K
|
26.7K
$8.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.48K+ 9.08% |
$312K - $430K
|
17.8K
$5.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.47KNew |
$310K - $427K
|
1.47K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.47K+ 5.68% |
$310K - $427K
|
27.4K
$8.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1.47K+ 19.14% |
$309K - $426K
|
9.16K
$2.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.46K+ 4.02% |
$308K - $424K
|
37.9K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.46K+ 19.34% |
$308K - $424K
|
9.03K
$2.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
1.46K+ 170.0% |
$307K - $424K
|
2.32K
$717K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.45K+ 4.22% |
$305K - $421K
|
35.9K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.45K+ 2.18% |
$305K - $421K
|
68.1K
$21M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.45K+ 3.69% |
$305K - $420K
|
40.7K
$12.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.45K+ 8.08% |
$304K - $420K
|
19.4K
$5.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.45K+ 5.23% |
$304K - $420K
|
29.1K
$9M
|