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 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
126+ 5.93% |
$26.5K - $36.5K
|
2.25K
$701K
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
125+ 0.3% |
$26.3K - $36.2K
|
41.2K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
125+ 0.86% |
$26.3K - $36.2K
|
14.7K
$4.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
125+ 1.57% |
$26.3K - $36.2K
|
8.11K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
125+ 0.87% |
$26.3K - $36.2K
|
14.5K
$4.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
124+ 3.53% |
$26.1K - $35.9K
|
3.64K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
124+ 1.59% |
$26.1K - $35.9K
|
7.91K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123+ 1.11% |
$25.9K - $35.7K
|
11.2K
$3.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
123+ 3.14% |
$25.9K - $35.7K
|
4.04K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
123+ 0.6% |
$25.9K - $35.7K
|
20.7K
$6.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
123+ 2.07% |
$25.9K - $35.7K
|
6.06K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
122+ 0.16% |
$25.7K - $35.4K
|
74.5K
$23.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
122+ 12.44% |
$25.7K - $35.4K
|
1.1K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 2.56% |
$25.7K - $35.4K
|
4.89K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
122+ 8.4% |
$25.7K - $35.4K
|
1.58K
$491K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 1.54% |
$25.4K - $35.1K
|
8K
$2.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
121+ 1.95% |
$25.4K - $35.1K
|
6.33K
$1.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
121New |
$25.4K - $35.1K
|
121
$37.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
120+ 3.16% |
$25.2K - $34.8K
|
3.91K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
120+ 0.89% |
$25.2K - $34.8K
|
13.6K
$4.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
119+ 3.56% |
$25K - $34.5K
|
3.47K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
119+ 2.69% |
$25K - $34.5K
|
4.54K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
119+ 0.15% |
$25K - $34.5K
|
81.8K
$25.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
119+ 4.43% |
$25K - $34.5K
|
2.81K
$875K
|
|
|
Aug 08, 2025
Q2 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
119+ 0.39% |
$25K - $34.5K
|
30.5K
$9.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
116+ 0.61% |
$24.4K - $33.6K
|
19.1K
$5.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
BUY
|
- |
115+ 4.13% |
$24.2K - $33.3K
|
2.9K
$905K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
115+ 3.62% |
$24.2K - $33.3K
|
3.29K
$1.03M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
115+ 6.41% |
$24.2K - $33.3K
|
1.91K
$595K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
114+ 0.34% |
$24K - $33K
|
34K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
114+ 0.82% |
$24K - $33K
|
14K
$4.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
112+ 12.0% |
$23.6K - $32.5K
|
1.05K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
110+ 6.91% |
$23.1K - $31.9K
|
1.7K
$531K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
109+ 1.43% |
$22.9K - $31.6K
|
7.72K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
109+ 0.04% |
$22.9K - $31.6K
|
289K
$89.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
108+ 0.27% |
$22.7K - $31.3K
|
40K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
108+ 2.17% |
$22.7K - $31.3K
|
5.09K
$1.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
107+ 1.56% |
$22.5K - $31K
|
6.97K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
107+ 1.95% |
$22.5K - $31K
|
5.6K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106+ 212.0% |
$22.3K - $30.7K
|
156
$48.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
106+ 3.05% |
$22.3K - $30.7K
|
3.58K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
106+ 47.11% |
$22.3K - $30.7K
|
331
$103K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
105+ 0.26% |
$22.1K - $30.4K
|
40.6K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
105+ 2.93% |
$22.1K - $30.4K
|
3.69K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
104+ 1.69% |
$21.9K - $30.2K
|
6.25K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
104+ 5.34% |
$21.9K - $30.2K
|
2.05K
$640K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
104+ 5.66% |
$21.9K - $30.2K
|
1.94K
$606K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
104+ 0.54% |
$21.9K - $30.2K
|
19.3K
$6.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
103+ 3.21% |
$21.7K - $29.9K
|
3.31K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
102+ 2.91% |
$21.4K - $29.6K
|
3.61K
$1.12M
|