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 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
145+ 0.54% |
$30.5K - $42K
|
27.2K
$8.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
145+ 1.04% |
$30.5K - $42K
|
14K
$4.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
145+ 4.61% |
$30.5K - $42K
|
3.29K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
144+ 0.58% |
$30.3K - $41.7K
|
25K
$7.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
144+ 9.6% |
$30.3K - $41.7K
|
1.64K
$513K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
143+ 2.11% |
$30.1K - $41.5K
|
6.92K
$2.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
142+ 2.41% |
$29.9K - $41.2K
|
6.03K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
142+ 0.13% |
$29.9K - $41.2K
|
106K
$32.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
140+ 4.16% |
$29.4K - $40.6K
|
3.5K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
140+ 0.68% |
$29.4K - $40.6K
|
20.8K
$6.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
139+ 2.57% |
$29.2K - $40.3K
|
5.55K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
139+ 0.74% |
$29.2K - $40.3K
|
19K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
139+ 0.24% |
$29.2K - $40.3K
|
57.6K
$17.9M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
138+ 15.74% |
$29K - $40K
|
1.02K
$316K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
138+ 0.53% |
$29K - $40K
|
26.4K
$8.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
138+ 7.38% |
$29K - $40K
|
2.01K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
138+ 0.66% |
$29K - $40K
|
20.9K
$6.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
BUY
|
- |
137+ 1.85% |
$28.8K - $39.7K
|
7.54K
$2.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
137+ 1.66% |
$28.8K - $39.7K
|
8.37K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
137+ 0.36% |
$28.8K - $39.7K
|
38.3K
$11.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
136+ 6.44% |
$28.6K - $39.4K
|
2.25K
$701K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
136+ 2.52% |
$28.6K - $39.4K
|
5.54K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
136+ 0.28% |
$28.6K - $39.4K
|
49.1K
$15.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
136+ 5.95% |
$28.6K - $39.4K
|
2.42K
$755K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
135+ 10.39% |
$28.4K - $39.1K
|
1.43K
$447K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
135+ 2.74% |
$28.4K - $39.1K
|
5.06K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
134+ 1.79% |
$28.2K - $38.8K
|
7.62K
$2.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
133+ 1.99% |
$28K - $38.6K
|
6.81K
$2.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
133+ 0.91% |
$28K - $38.6K
|
14.7K
$4.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
133+ 14.5% |
$28K - $38.6K
|
1.05K
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
132+ 0.18% |
$27.8K - $38.3K
|
72.3K
$22.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
132+ 22.68% |
$27.8K - $38.3K
|
714
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
132+ 1.5% |
$27.8K - $38.3K
|
8.93K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
132+ 1.94% |
$27.8K - $38.3K
|
6.94K
$2.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
132+ 0.44% |
$27.8K - $38.3K
|
30K
$9.36M
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
132+ 11.1% |
$27.8K - $38.3K
|
1.32K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
131+ 1.26% |
$27.5K - $38K
|
10.5K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
131+ 0.62% |
$27.5K - $38K
|
21.4K
$6.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
131+ 4.23% |
$27.5K - $38K
|
3.23K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
131+ 6.05% |
$27.5K - $38K
|
2.3K
$716K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
131+ 1.34% |
$27.5K - $38K
|
9.91K
$3.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
130+ 5.06% |
$27.3K - $37.7K
|
2.7K
$841K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
129+ 13.44% |
$27.1K - $37.4K
|
1.09K
$339K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
129+ 1.51% |
$27.1K - $37.4K
|
8.66K
$2.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
128+ 3.75% |
$26.9K - $37.1K
|
3.54K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
128+ 2.87% |
$26.9K - $37.1K
|
4.59K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
127+ 1.15% |
$26.7K - $36.8K
|
11.1K
$3.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
127New |
$26.7K - $36.8K
|
127
$39.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
127+ 6.88% |
$26.7K - $36.8K
|
1.97K
$615K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
126+ 21.61% |
$26.5K - $36.5K
|
709
$221K
|