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 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
446+ 18.9% |
$93.8K - $129K
|
2.81K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
444+ 31.36% |
$93.4K - $129K
|
1.86K
$575K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
443+ 0.19% |
$93.2K - $128K
|
230K
$71M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
442+ 6.39% |
$92.9K - $128K
|
7.36K
$2.27M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
441+ 6.12% |
$92.7K - $128K
|
7.65K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
440+ 21.72% |
$92.5K - $128K
|
2.47K
$762K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
440+ 733.33% |
$92.5K - $128K
|
500
$154K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
439+ 45.78% |
$92.3K - $127K
|
1.4K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
439+ 25.63% |
$92.3K - $127K
|
2.15K
$665K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
438+ 10950.0% |
$92.1K - $127K
|
442
$137K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
436+ 33.26% |
$91.7K - $126K
|
1.75K
$540K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
428+ 2.88% |
$90K - $124K
|
15.3K
$4.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
425+ 27.51% |
$89.4K - $123K
|
1.97K
$609K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
424+ 25.04% |
$89.2K - $123K
|
2.12K
$654K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
424+ 2.77% |
$89.2K - $123K
|
15.7K
$4.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
421+ 62.65% |
$88.5K - $122K
|
1.09K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
417+ 4.47% |
$87.7K - $121K
|
9.76K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
416+ 6.95% |
$87.5K - $121K
|
6.4K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
414+ 5.49% |
$87.1K - $120K
|
7.96K
$2.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
410+ 12.01% |
$86.2K - $119K
|
3.82K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
409+ 11.15% |
$86K - $119K
|
4.08K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
408+ 78.46% |
$85.8K - $118K
|
928
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
407+ 11.23% |
$85.6K - $118K
|
4.03K
$1.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
403+ 10.25% |
$84.7K - $117K
|
4.34K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
402+ 7.9% |
$84.5K - $117K
|
5.49K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
401+ 1.85% |
$84.3K - $116K
|
22.1K
$6.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
400+ 6.71% |
$84.1K - $116K
|
6.36K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
400+ 4.71% |
$84.1K - $116K
|
8.89K
$2.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
400+ 29.41% |
$84.1K - $116K
|
1.76K
$544K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
399+ 19.54% |
$83.9K - $116K
|
2.44K
$754K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
395+ 2.11% |
$83.1K - $115K
|
19.1K
$5.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
395+ 2.3% |
$83.1K - $115K
|
17.6K
$5.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
393New |
$82.6K - $114K
|
393
$121K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
392+ 4.75% |
$82.4K - $114K
|
8.65K
$2.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
392+ 0.78% |
$82.4K - $114K
|
50.4K
$15.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
390+ 5.12% |
$82K - $113K
|
8K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
389+ 2.56% |
$81.8K - $113K
|
15.6K
$4.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
389+ 0.13% |
$81.8K - $113K
|
311K
$96.2M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
389+ 1.72% |
$81.8K - $113K
|
23K
$7.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
387+ 3.56% |
$81.4K - $112K
|
11.2K
$3.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
387+ 32.99% |
$81.4K - $112K
|
1.56K
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
385+ 1.4% |
$81K - $112K
|
27.9K
$8.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
381+ 3.28% |
$80.1K - $110K
|
12K
$3.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
381+ 9.61% |
$80.1K - $110K
|
4.35K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
381+ 6.34% |
$80.1K - $110K
|
6.39K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
377+ 1.7% |
$79.3K - $109K
|
22.6K
$6.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
375+ 7.05% |
$78.9K - $109K
|
5.69K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
375+ 26.24% |
$78.9K - $109K
|
1.8K
$557K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
370+ 1.06% |
$77.8K - $107K
|
35.2K
$10.9M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
370+ 7.17% |
$77.8K - $107K
|
5.53K
$1.71M
|