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 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
175+ 11.95% |
$36.8K - $50.7K
|
1.64K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
175+ 0.91% |
$36.8K - $50.7K
|
19.4K
$6.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
174+ 5.0% |
$36.6K - $50.4K
|
3.66K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
174+ 4.41% |
$36.6K - $50.4K
|
4.12K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
174+ 2.04% |
$36.6K - $50.4K
|
8.7K
$2.71M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
172+ 13.83% |
$36.2K - $49.9K
|
1.42K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
172+ 12.79% |
$36.2K - $49.9K
|
1.52K
$473K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
172+ 1.82% |
$36.2K - $49.9K
|
9.61K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
170+ 0.57% |
$35.7K - $49.3K
|
29.8K
$9.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
169+ 0.9% |
$35.5K - $49K
|
19K
$5.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
169+ 4.36% |
$35.5K - $49K
|
4.05K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
168+ 6.5% |
$35.3K - $48.7K
|
2.75K
$858K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
167+ 1.41% |
$35.1K - $48.4K
|
12K
$3.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
165+ 1.66% |
$34.7K - $47.8K
|
10.1K
$3.14M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
164+ 2.27% |
$34.5K - $47.5K
|
7.39K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
164+ 0.48% |
$34.5K - $47.5K
|
34.5K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
163+ 3.51% |
$34.3K - $47.3K
|
4.81K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
163+ 0.32% |
$34.3K - $47.3K
|
51.8K
$16.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
162+ 4.9% |
$34.1K - $47K
|
3.47K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
161+ 3.4% |
$33.9K - $46.7K
|
4.9K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
160+ 2.54% |
$33.6K - $46.4K
|
6.46K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
159+ 1.8% |
$33.4K - $46.1K
|
8.98K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
158+ 18.92% |
$33.2K - $45.8K
|
993
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
158+ 6.78% |
$33.2K - $45.8K
|
2.49K
$776K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
157+ 33.12% |
$33K - $45.5K
|
631
$197K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
157+ 3.68% |
$33K - $45.5K
|
4.43K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
157+ 0.59% |
$33K - $45.5K
|
26.9K
$8.39M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
156+ 4.09% |
$32.8K - $45.2K
|
3.97K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
156+ 1.49% |
$32.8K - $45.2K
|
10.6K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
156+ 1.69% |
$32.8K - $45.2K
|
9.38K
$2.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
155+ 2.16% |
$32.6K - $44.9K
|
7.33K
$2.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
155+ 2.22% |
$32.6K - $44.9K
|
7.13K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
155+ 11.31% |
$32.6K - $44.9K
|
1.53K
$475K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
155+ 8.03% |
$32.6K - $44.9K
|
2.09K
$650K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
154+ 63.64% |
$32.4K - $44.6K
|
396
$123K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
154+ 63.64% |
$32.4K - $44.6K
|
396
$123K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
154+ 1.23% |
$32.4K - $44.6K
|
12.6K
$3.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
153+ 0.53% |
$32.2K - $44.4K
|
29.1K
$9.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
152+ 0.88% |
$32K - $44.1K
|
17.4K
$5.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
152+ 15.93% |
$32K - $44.1K
|
1.11K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
152+ 6.02% |
$32K - $44.1K
|
2.68K
$834K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.61% |
$31.8K - $43.8K
|
25K
$7.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
150+ 12.93% |
$31.5K - $43.5K
|
1.31K
$408K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
150+ 0.83% |
$31.5K - $43.5K
|
18.2K
$5.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
150+ 2.1% |
$31.5K - $43.5K
|
7.3K
$2.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 1.74% |
$31.5K - $43.5K
|
8.79K
$2.74M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
149+ 7.35% |
$31.3K - $43.2K
|
2.18K
$678K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
149+ 5.66% |
$31.3K - $43.2K
|
2.78K
$867K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
147+ 0.58% |
$30.9K - $42.6K
|
25.6K
$7.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
147+ 1.2% |
$30.9K - $42.6K
|
12.4K
$3.88M
|