Purchases and Sales Made in Q2 2025 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 13, 2025 Q2 2025
Sentinus, LLC

Oak Brook, IL
BUY
 -
601
+ 5.77%
$126K - $174K
11K $3.44M
Jul 10, 2025 Q2 2025
Carderock Capital Management Inc

BUY
 -
600
New
$126K - $174K
600 $187K
Jul 22, 2025 Q2 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
600
+ 11.14%
$126K - $174K
5.99K $1.87M
Jul 11, 2025 Q2 2025
Marshall & Sullivan Inc

BUY
 -
599
New
$126K - $174K
599 $187K
Aug 13, 2025 Q2 2025
Isthmus Partners, LLC

Madison, WI
BUY
 -
596
+ 24.66%
$125K - $173K
3.01K $939K
Jul 16, 2025 Q2 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
595
+ 4.26%
$125K - $172K
14.6K $4.54M
Jul 24, 2025 Q2 2025
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
595
+ 26.35%
$125K - $172K
2.85K $889K
Jul 17, 2025 Q2 2025
Albion Financial Group

BUY
 -
592
+ 0.62%
$124K - $172K
96.1K $29.9M
Jul 09, 2025 Q2 2025
Krilogy Financial LLC

BUY
 -
591
+ 3.7%
$124K - $171K
16.6K $5.16M
Aug 04, 2025 Q2 2025
Alpha Star Capital Management, LLC

BUY
 -
589
+ 2.58%
$124K - $171K
23.4K $7.31M
Jul 21, 2025 Q2 2025
Mirae Asset Global Investments Co., Ltd.

BUY
 -
586
+ 0.08%
$123K - $170K
742K $231M
Jul 28, 2025 Q2 2025
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
586
+ 13.05%
$123K - $170K
5.08K $1.58M
Aug 08, 2025 Q2 2025
Meridian Wealth Management, LLC

BUY
 -
586
+ 0.3%
$123K - $170K
194K $60.6M
Jul 24, 2025 Q2 2025
Ifp Advisors, Inc

BUY
 -
583
+ 1.28%
$123K - $169K
46.3K $14.4M
Aug 07, 2025 Q2 2025
Tacita Capital Inc

Toronto, A6
BUY
 -
580
+ 23.14%
$122K - $168K
3.09K $962K
Jul 21, 2025 Q2 2025
Quent Capital, LLC

BUY
 -
576
+ 4.36%
$121K - $167K
13.8K $4.3M
Jul 29, 2025 Q2 2025
Silver Oak Wealth Management LLC

Edina, MN
BUY
 -
574
+ 19.12%
$121K - $166K
3.58K $1.11M
Aug 12, 2025 Q2 2025
Meridian Wealth Advisors, LLC

BUY
 -
574
+ 1.0%
$121K - $166K
57.8K $18M
Aug 08, 2025 Q2 2025
Tobam

BUY
 -
573
New
$120K - $166K
573 $179K
Aug 12, 2025 Q2 2025
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
573
+ 5.61%
$120K - $166K
10.8K $3.37M
Aug 04, 2025 Q2 2025
Wealth Management Associates, Inc.

Cherry Hill, NJ
BUY
 -
572
+ 7.01%
$120K - $166K
8.74K $2.72M
Aug 05, 2025 Q2 2025
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
570
+ 3.54%
$120K - $165K
16.7K $5.2M
Jul 29, 2025 Q2 2025
Schnieders Capital Management LLC

BUY
 -
565
+ 0.94%
$119K - $164K
60.7K $18.9M
Jul 25, 2025 Q2 2025
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
563
+ 11.2%
$118K - $163K
5.59K $1.74M
Jul 25, 2025 Q2 2025
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
562
+ 34.35%
$118K - $163K
2.2K $685K
Aug 07, 2025 Q2 2025
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
562
+ 7.52%
$118K - $163K
8.04K $2.51M
Aug 14, 2025 Q2 2025
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
557
+ 0.66%
$117K - $161K
84.7K $26.4M
Aug 04, 2025 Q2 2025
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
555
+ 12.79%
$117K - $161K
4.9K $1.53M
Aug 07, 2025 Q2 2025
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
553
+ 3.74%
$116K - $160K
15.4K $4.79M
Aug 07, 2025 Q2 2025
Bearing Point Capital, LLC

Bloomington, MN
BUY
 -
551
+ 1.21%
$116K - $160K
46K $14.3M
Aug 05, 2025 Q2 2025
Washburn Capital Management, Inc.

BUY
 -
545
+ 21.37%
$115K - $158K
3.1K $965K
Jul 17, 2025 Q2 2025
Symmetry Partners, LLC

BUY
 -
544
+ 28.92%
$114K - $158K
2.43K $756K
Jul 15, 2025 Q2 2025
Magnus Financial Group LLC

New York, NY
BUY
 -
542
+ 0.99%
$114K - $157K
55.4K $17.3M
Jul 25, 2025 Q2 2025
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
541
+ 9.61%
$114K - $157K
6.17K $1.92M
Aug 14, 2025 Q2 2025
Greenline Partners, LLC

New York, NY
BUY
 -
541
+ 3.79%
$114K - $157K
14.8K $4.62M
Jul 03, 2025 Q2 2025
Rb Capital Management, LLC

BUY
 -
540
+ 2.01%
$114K - $157K
27.4K $8.54M
Jul 22, 2025 Q2 2025
Ffg Partners, LLC

Fort Lauderdale, FL
BUY
 -
540
+ 52.63%
$114K - $157K
1.57K $488K
Jul 24, 2025 Q2 2025
Boomfish Wealth Group, LLC

Alpharetta, GA
BUY
 -
537
+ 62.15%
$113K - $156K
1.4K $437K
Jul 14, 2025 Q2 2025
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
535
+ 22.24%
$112K - $155K
2.94K $917K
Aug 12, 2025 Q2 2025
Fairscale Capital, LLC

Nashua, NH
BUY
 -
533
+ 8.41%
$112K - $155K
6.87K $2.14M
Jul 30, 2025 Q2 2025
Clune & Associates, Ltd.

Chicago, IL
BUY
 -
532
+ 20.23%
$112K - $154K
3.16K $986K
Aug 04, 2025 Q2 2025
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
529
+ 0.56%
$111K - $153K
95K $29.6M
Aug 07, 2025 Q2 2025
Strategy Asset Managers LLC

BUY
 -
527
+ 0.8%
$111K - $153K
66.4K $20.7M
Aug 12, 2025 Q2 2025
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
526
+ 1.46%
$111K - $152K
36.6K $11.4M
Aug 13, 2025 Q2 2025
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
526
+ 6.13%
$111K - $152K
9.1K $2.84M
Jul 16, 2025 Q2 2025
Charles Schwab Trust CO

BUY
 -
524
+ 1.96%
$110K - $152K
27.2K $8.48M
Jul 24, 2025 Q2 2025
Game Plan Financial Advisors, LLC

BUY
 -
524
+ 3.12%
$110K - $152K
17.3K $5.39M
Jul 14, 2025 Q2 2025
Advisor Net Financial, Inc

BUY
 -
521
+ 1.93%
$110K - $151K
27.5K $8.57M
Aug 14, 2025 Q2 2025
J.P. Marvel Investment Advisors, LLC

BUY
 -
521
+ 0.47%
$110K - $151K
111K $34.5M

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