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 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.04K+ 1.59% |
$218K - $300K
|
66.3K
$20.5M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.04K+ 11.12% |
$218K - $300K
|
10.3K
$3.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.03K+ 95.55% |
$217K - $299K
|
2.11K
$652K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.03K+ 102.59% |
$217K - $299K
|
2.04K
$629K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.03KNew |
$217K - $299K
|
1.03K
$318K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.02K+ 3.06% |
$214K - $295K
|
34.3K
$10.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
1.01K+ 1.38% |
$213K - $294K
|
74.6K
$23M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.01K+ 1.27% |
$213K - $293K
|
80.4K
$24.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.01K+ 3.24% |
$212K - $293K
|
32.1K
$9.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.01K+ 64.41% |
$212K - $293K
|
2.58K
$796K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.01K+ 21.13% |
$212K - $293K
|
5.79K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1K+ 8.6% |
$211K - $291K
|
12.7K
$3.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
996+ 113.05% |
$209K - $289K
|
1.88K
$580K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
994+ 63.68% |
$209K - $288K
|
2.56K
$789K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
993+ 15.01% |
$209K - $288K
|
7.61K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
990+ 30.22% |
$208K - $287K
|
4.27K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
987+ 17.71% |
$208K - $286K
|
6.56K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
985+ 0.35% |
$207K - $286K
|
279K
$86.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
985+ 3.01% |
$207K - $286K
|
33.7K
$10.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
980+ 10.48% |
$206K - $284K
|
10.3K
$3.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
977+ 23.61% |
$205K - $283K
|
5.12K
$1.58M
|
|
|
Aug 27, 2025
Q2 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
971New |
$204K - $282K
|
971
$300K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
970+ 18.43% |
$204K - $281K
|
6.23K
$1.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
968+ 44.16% |
$204K - $281K
|
3.16K
$976K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
968+ 0.26% |
$204K - $281K
|
378K
$117M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
967+ 2.45% |
$203K - $280K
|
40.5K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
964+ 3.44% |
$203K - $279K
|
29K
$8.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
963+ 4.45% |
$202K - $279K
|
22.6K
$6.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
963New |
$202K - $279K
|
963
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
952New |
$200K - $276K
|
952
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
952New |
$200K - $276K
|
952
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
951+ 3.67% |
$200K - $276K
|
26.9K
$8.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
950+ 8.72% |
$200K - $275K
|
11.8K
$3.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
950+ 64.85% |
$200K - $275K
|
2.42K
$746K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
949+ 111.78% |
$200K - $275K
|
1.8K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
946+ 14.38% |
$199K - $274K
|
7.53K
$2.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
946+ 1.81% |
$199K - $274K
|
53.3K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
945New |
$199K - $274K
|
945
$292K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
944+ 49.14% |
$199K - $274K
|
2.87K
$885K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
944+ 46.27% |
$199K - $274K
|
2.98K
$922K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
935+ 9.31% |
$197K - $271K
|
11K
$3.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
931New |
$196K - $270K
|
931
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
929+ 4.01% |
$195K - $269K
|
24.1K
$7.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
928+ 9.24% |
$195K - $269K
|
11K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
927+ 1.8% |
$195K - $269K
|
52.5K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
925New |
$195K - $268K
|
925
$286K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
922+ 0.84% |
$194K - $267K
|
111K
$34.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
921New |
$194K - $267K
|
921
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
921New |
$194K - $267K
|
921
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
916+ 18.74% |
$193K - $266K
|
5.8K
$1.79M
|