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 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 3.57% |
$259K - $357K
|
35.8K
$11.1M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.22K+ 1.5% |
$257K - $355K
|
83K
$25.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 2.65% |
$257K - $355K
|
47.3K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.22K+ 4.96% |
$257K - $354K
|
25.8K
$7.98M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 6.05% |
$256K - $353K
|
21.3K
$6.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
1.21K+ 7.08% |
$255K - $352K
|
18.3K
$5.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.21K+ 23.07% |
$255K - $352K
|
6.47K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.21K+ 4.62% |
$255K - $351K
|
27.4K
$8.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
BUY
|
- |
1.21K+ 1.84% |
$255K - $351K
|
66.9K
$20.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.21K+ 2.0% |
$253K - $349K
|
61.6K
$19M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.2KNew |
$253K - $348K
|
1.2K
$371K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
1.2KNew |
$253K - $348K
|
1.2K
$371K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1.2K+ 120.0% |
$252K - $348K
|
2.2K
$680K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
1.2K+ 4.5% |
$252K - $348K
|
27.9K
$8.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$252K - $348K
|
1.2K
$371K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$252K - $348K
|
1.2K
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.2K+ 18.92% |
$252K - $347K
|
7.53K
$2.33M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
1.19KNew |
$250K - $345K
|
1.19K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.19K+ 13.25% |
$249K - $344K
|
10.1K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.19K+ 1.79% |
$249K - $344K
|
67.3K
$20.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.18K+ 1.34% |
$248K - $342K
|
89.5K
$27.6M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17K+ 0.54% |
$247K - $340K
|
220K
$68M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 6.96% |
$246K - $339K
|
17.9K
$5.54M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
1.16KNew |
$245K - $337K
|
1.16K
$360K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.16KNew |
$245K - $337K
|
1.16K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.15K+ 8.69% |
$242K - $333K
|
14.4K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.15K+ 15.09% |
$241K - $332K
|
8.73K
$2.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.14KNew |
$241K - $332K
|
1.14K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.14K+ 22.71% |
$240K - $330K
|
6.15K
$1.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.14K+ 10.87% |
$239K - $330K
|
11.6K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.13K+ 2.1% |
$238K - $328K
|
54.9K
$17M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.13K+ 1.42% |
$237K - $327K
|
80.7K
$24.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.12K+ 2.6% |
$236K - $325K
|
44.3K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.12K+ 1.79% |
$234K - $323K
|
63.5K
$19.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.11K+ 6.55% |
$234K - $323K
|
18.1K
$5.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.11K+ 45.03% |
$232K - $320K
|
3.56K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.1K+ 2.76% |
$232K - $319K
|
41K
$12.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.1K+ 11.55% |
$231K - $318K
|
10.6K
$3.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
1.1K+ 11.39% |
$231K - $318K
|
10.7K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.09KNew |
$229K - $315K
|
1.09K
$336K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.08K+ 1.29% |
$227K - $313K
|
84.7K
$26.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.08KNew |
$227K - $313K
|
1.08K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.08K+ 31.71% |
$226K - $312K
|
4.47K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
1.07KNew |
$226K - $311K
|
1.07K
$331K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.07K+ 1.62% |
$224K - $309K
|
67K
$20.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.06K+ 4.34% |
$223K - $307K
|
25.5K
$7.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.05K+ 13.89% |
$222K - $306K
|
8.64K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.05K+ 31.33% |
$220K - $303K
|
4.38K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.04K+ 0.99% |
$218K - $301K
|
106K
$32.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.04K+ 31.9% |
$218K - $301K
|
4.29K
$1.32M
|