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 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
1.44KNew |
$302K - $416K
|
1.44K
$443K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.43K+ 7.43% |
$302K - $416K
|
20.7K
$6.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.43K+ 10.84% |
$301K - $415K
|
14.6K
$4.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.43KNew |
$300K - $414K
|
1.43K
$441K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
1.43K+ 5.41% |
$300K - $414K
|
27.8K
$8.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.43K+ 7.07% |
$300K - $414K
|
21.6K
$6.68M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.43K+ 1.88% |
$300K - $413K
|
77.1K
$23.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.42K+ 20.59% |
$298K - $411K
|
8.31K
$2.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.41K+ 12.88% |
$297K - $409K
|
12.4K
$3.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.41K+ 2.09% |
$295K - $407K
|
68.6K
$21.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.4K+ 0.57% |
$295K - $406K
|
248K
$76.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.4K+ 4.73% |
$294K - $406K
|
31K
$9.58M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
1.39K+ 5.23% |
$293K - $404K
|
28K
$8.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.39K+ 2.43% |
$292K - $403K
|
58.6K
$18.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.39K+ 0.49% |
$291K - $402K
|
286K
$88.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
1.38K+ 1.4% |
$290K - $400K
|
99.7K
$30.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.37K+ 14.73% |
$289K - $398K
|
10.7K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 2.27% |
$289K - $398K
|
61.9K
$19.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 2.22% |
$287K - $396K
|
62.8K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.37K+ 11.07% |
$287K - $396K
|
13.7K
$4.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.36K+ 12.69% |
$286K - $395K
|
12.1K
$3.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.36K+ 1.19% |
$286K - $394K
|
116K
$35.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.36K+ 4.89% |
$285K - $393K
|
29.1K
$8.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.35K+ 135.26% |
$285K - $393K
|
2.36K
$727K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.35K+ 2.79% |
$284K - $391K
|
49.7K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
1.35KNew |
$284K - $391K
|
1.35K
$417K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.35KNew |
$283K - $391K
|
1.35K
$416K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.34K+ 2.15% |
$282K - $389K
|
63.8K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.34K+ 5.94% |
$282K - $389K
|
24K
$7.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.34K+ 2.53% |
$282K - $389K
|
54.3K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.34KNew |
$282K - $389K
|
1.34K
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.33K+ 5.1% |
$281K - $387K
|
27.5K
$8.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.33K+ 21.6% |
$281K - $387K
|
7.51K
$2.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.33K+ 36.15% |
$280K - $386K
|
5.01K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.33K+ 34.22% |
$279K - $384K
|
5.2K
$1.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.32K+ 2.34% |
$277K - $382K
|
57.6K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.32K+ 27.41% |
$277K - $382K
|
6.12K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 4.84% |
$277K - $382K
|
28.5K
$8.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.32K+ 6.8% |
$277K - $381K
|
20.7K
$6.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.31K+ 4.27% |
$276K - $381K
|
32K
$9.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.31K+ 69.41% |
$275K - $379K
|
3.19K
$985K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
BUY
|
- |
1.3K+ 22.49% |
$273K - $376K
|
7.06K
$2.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.29K+ 32.19% |
$272K - $375K
|
5.31K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.29K+ 3.84% |
$272K - $375K
|
35K
$10.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.29K+ 51.6% |
$271K - $374K
|
3.79K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.26K+ 7.84% |
$265K - $366K
|
17.3K
$5.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.26K+ 28.6% |
$265K - $365K
|
5.66K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.26K+ 3.07% |
$264K - $364K
|
42.2K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
1.24K+ 7.06% |
$261K - $359K
|
18.8K
$5.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.24K+ 2.88% |
$261K - $359K
|
44.3K
$13.7M
|