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 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
400+ 6.71% |
$84.1K - $116K
|
6.36K
$1.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
355+ 1.02% |
$74.6K - $103K
|
35.3K
$10M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
336+ 0.44% |
$70.7K - $97.4K
|
76.6K
$21.7M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
336+ 3.39% |
$70.7K - $97.4K
|
10.2K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
333+ 0.35% |
$70K - $96.5K
|
96.6K
$27.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
322+ 12.93% |
$67.7K - $93.4K
|
2.81K
$797K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
320+ 0.36% |
$67.3K - $92.8K
|
89K
$25.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
310+ 3.54% |
$65.2K - $89.9K
|
9.06K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
280+ 29.32% |
$58.9K - $81.2K
|
1.24K
$350K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
255+ 0.99% |
$53.6K - $73.9K
|
26.1K
$7.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
253+ 2.12% |
$53.2K - $73.3K
|
12.2K
$3.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
248+ 5.15% |
$52.1K - $71.9K
|
5.06K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
239+ 8.21% |
$50.3K - $69.3K
|
3.15K
$892K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
215+ 1.94% |
$45.2K - $62.3K
|
11.3K
$3.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
212+ 0.22% |
$44.6K - $61.5K
|
96.4K
$27.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
211+ 6.11% |
$44.4K - $61.2K
|
3.66K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
208+ 24.41% |
$43.7K - $60.3K
|
1.06K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
205+ 2.49% |
$43.1K - $59.4K
|
8.45K
$2.39M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
205+ 4.46% |
$43.1K - $59.4K
|
4.8K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
195+ 1.92% |
$41K - $56.5K
|
10.3K
$2.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
188+ 1.23% |
$39.5K - $54.5K
|
15.5K
$4.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
185+ 4.59% |
$38.9K - $53.6K
|
4.22K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
184+ 0.65% |
$38.7K - $53.3K
|
28.6K
$8.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
175+ 1.33% |
$36.8K - $50.7K
|
13.3K
$3.77M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
164+ 2.27% |
$34.5K - $47.5K
|
7.39K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
161+ 3.4% |
$33.9K - $46.7K
|
4.9K
$1.39M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
156+ 4.09% |
$32.8K - $45.2K
|
3.97K
$1.12M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
149+ 7.35% |
$31.3K - $43.2K
|
2.18K
$616K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
145+ 0.54% |
$30.5K - $42K
|
27.2K
$7.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
144+ 0.58% |
$30.3K - $41.7K
|
25K
$7.09M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
138+ 15.74% |
$29K - $40K
|
1.02K
$287K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
130+ 5.06% |
$27.3K - $37.7K
|
2.7K
$764K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
129+ 13.44% |
$27.1K - $37.4K
|
1.09K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
128+ 2.87% |
$26.9K - $37.1K
|
4.59K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
128+ 3.75% |
$26.9K - $37.1K
|
3.54K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
127New |
$26.7K - $36.8K
|
127
$36K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
127+ 1.15% |
$26.7K - $36.8K
|
11.1K
$3.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
122+ 0.16% |
$25.7K - $35.4K
|
74.5K
$21.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 1.54% |
$25.4K - $35.1K
|
8K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
119+ 2.69% |
$25K - $34.5K
|
4.54K
$1.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
119+ 3.56% |
$25K - $34.5K
|
3.47K
$981K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
107+ 1.56% |
$22.5K - $31K
|
6.97K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106+ 212.0% |
$22.3K - $30.7K
|
156
$44.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
103+ 3.21% |
$21.7K - $29.9K
|
3.31K
$938K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
102+ 2.91% |
$21.4K - $29.6K
|
3.61K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
101+ 0.42% |
$21.2K - $29.3K
|
24.2K
$6.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
100+ 9.83% |
$21K - $29K
|
1.12K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
100+ 7.97% |
$21K - $29K
|
1.35K
$383K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
94+ 1.05% |
$19.8K - $27.3K
|
9.04K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
93+ 0.22% |
$19.6K - $27K
|
42.9K
$12.2M
|