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 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
520+ 30.95% |
$109K - $151K
|
2.2K
$680K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
514+ 7.85% |
$108K - $149K
|
7.06K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
514+ 1.33% |
$108K - $149K
|
39.2K
$12.1M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
513+ 1.17% |
$108K - $149K
|
44.3K
$13.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
512+ 0.69% |
$108K - $148K
|
74.9K
$23.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
505+ 1.55% |
$106K - $146K
|
33.1K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
505+ 13.67% |
$106K - $146K
|
4.2K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
504+ 4.32% |
$106K - $146K
|
12.2K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
503+ 76.1% |
$106K - $146K
|
1.16K
$360K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
502+ 3.11% |
$106K - $146K
|
16.6K
$5.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
502+ 0.37% |
$106K - $146K
|
135K
$41.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
500+ 10.58% |
$105K - $145K
|
5.23K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
500+ 9.09% |
$105K - $145K
|
6K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
500+ 20.91% |
$105K - $145K
|
2.89K
$893K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
493+ 2.53% |
$104K - $143K
|
20K
$6.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
490+ 4.34% |
$103K - $142K
|
11.8K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
490+ 0.76% |
$103K - $142K
|
65.3K
$20.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
484+ 4.93% |
$102K - $140K
|
10.3K
$3.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
484+ 2.41% |
$102K - $140K
|
20.6K
$6.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
481+ 10.35% |
$101K - $139K
|
5.13K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
480+ 210.53% |
$101K - $139K
|
708
$219K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
479+ 5.69% |
$101K - $139K
|
8.89K
$2.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
478+ 2.91% |
$101K - $139K
|
16.9K
$5.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
478+ 2.15% |
$101K - $139K
|
22.7K
$7.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
476+ 10.93% |
$100K - $138K
|
4.83K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
475+ 0.75% |
$99.9K - $138K
|
64K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
475+ 1.34% |
$99.9K - $138K
|
36K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
474+ 13.42% |
$99.7K - $137K
|
4.01K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
474+ 2.84% |
$99.7K - $137K
|
17.1K
$5.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
472+ 0.79% |
$99.3K - $137K
|
59.9K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
472+ 1.71% |
$99.3K - $137K
|
28.1K
$8.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
471+ 0.99% |
$99K - $137K
|
48K
$14.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
470+ 1.45% |
$98.8K - $136K
|
32.8K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
470+ 9.58% |
$98.8K - $136K
|
5.38K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
469+ 8.1% |
$98.6K - $136K
|
6.26K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
467+ 1.54% |
$98.2K - $135K
|
30.9K
$9.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
467+ 12.83% |
$98.2K - $135K
|
4.11K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
466+ 6.66% |
$98K - $135K
|
7.46K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
466+ 2.32% |
$98K - $135K
|
20.5K
$6.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
464+ 1.98% |
$97.6K - $135K
|
23.9K
$7.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
463+ 5.01% |
$97.4K - $134K
|
9.7K
$3M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
456+ 20.03% |
$95.9K - $132K
|
2.73K
$844K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
455+ 7.92% |
$95.7K - $132K
|
6.2K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
454+ 2.26% |
$95.5K - $132K
|
20.5K
$6.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
454+ 4.66% |
$95.5K - $132K
|
10.2K
$3.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
453+ 0.27% |
$95.3K - $131K
|
169K
$52.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
451+ 1.26% |
$94.8K - $131K
|
36.3K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
450+ 1.12% |
$94.6K - $130K
|
40.6K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
450+ 14.23% |
$94.6K - $130K
|
3.61K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
447+ 2.72% |
$94K - $130K
|
16.9K
$5.22M
|