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 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.43K+ 7.07% |
$300K - $414K
|
21.6K
$6.12M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.42K+ 20.59% |
$298K - $411K
|
8.31K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.35K+ 2.79% |
$284K - $391K
|
49.7K
$14.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.32K+ 2.34% |
$277K - $382K
|
57.6K
$16.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.29K+ 32.19% |
$272K - $375K
|
5.31K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 2.65% |
$257K - $355K
|
47.3K
$13.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.22K+ 4.96% |
$257K - $354K
|
25.8K
$7.31M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1.2K+ 120.0% |
$252K - $348K
|
2.2K
$623K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.19K+ 13.25% |
$249K - $344K
|
10.1K
$2.87M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17K+ 0.54% |
$247K - $340K
|
220K
$62.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.15K+ 15.09% |
$241K - $332K
|
8.73K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.14K+ 22.71% |
$240K - $330K
|
6.15K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.11K+ 45.03% |
$232K - $320K
|
3.56K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
949+ 111.78% |
$200K - $275K
|
1.8K
$509K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
946+ 1.81% |
$199K - $274K
|
53.3K
$15.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
946+ 14.38% |
$199K - $274K
|
7.53K
$2.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
892+ 7.3% |
$188K - $259K
|
13.1K
$3.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
868+ 11.87% |
$183K - $252K
|
8.18K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
840+ 4.36% |
$177K - $244K
|
20.1K
$5.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
837New |
$176K - $243K
|
837
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
828+ 33.27% |
$174K - $240K
|
3.32K
$939K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
815New |
$171K - $236K
|
815
$231K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
794+ 2.6% |
$167K - $230K
|
31.3K
$8.87M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
768New |
$161K - $223K
|
768
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
764New |
$161K - $221K
|
764
$216K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
753+ 12.62% |
$158K - $218K
|
6.72K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
750+ 2.33% |
$158K - $217K
|
33K
$9.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
749+ 31.35% |
$157K - $217K
|
3.14K
$889K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
743New |
$156K - $215K
|
743
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
735+ 3.89% |
$155K - $213K
|
19.6K
$5.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
731+ 0.93% |
$154K - $212K
|
79.5K
$22.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
716New |
$151K - $208K
|
716
$203K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
695New |
$146K - $201K
|
695
$197K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
693New |
$146K - $201K
|
693
$196K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
692+ 1.88% |
$146K - $201K
|
37.5K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
628+ 1.09% |
$132K - $182K
|
58.2K
$16.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
619+ 2.02% |
$130K - $179K
|
31.2K
$8.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
600New |
$126K - $174K
|
600
$170K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
599New |
$126K - $174K
|
599
$170K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
591+ 3.7% |
$124K - $171K
|
16.6K
$4.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
587+ 17.7% |
$123K - $170K
|
3.9K
$1.11M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
540+ 2.01% |
$114K - $157K
|
27.4K
$7.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
500+ 10.58% |
$105K - $145K
|
5.23K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
478+ 2.91% |
$101K - $139K
|
16.9K
$4.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
470+ 1.45% |
$98.8K - $136K
|
32.8K
$9.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
456+ 20.03% |
$95.9K - $132K
|
2.73K
$774K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
454+ 2.26% |
$95.5K - $132K
|
20.5K
$5.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
443+ 0.19% |
$93.2K - $128K
|
230K
$65.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
442+ 6.39% |
$92.9K - $128K
|
7.36K
$2.08M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
441+ 6.12% |
$92.7K - $128K
|
7.65K
$2.17M
|