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 12, 2025
Q2 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
102+ 5.43% |
$21.4K - $29.6K
|
1.98K
$618K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
101+ 0.42% |
$21.2K - $29.3K
|
24.2K
$7.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
101+ 0.2% |
$21.2K - $29.3K
|
50.2K
$15.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
101+ 4.09% |
$21.2K - $29.3K
|
2.57K
$802K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
101+ 0.92% |
$21.2K - $29.3K
|
11.1K
$3.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
101+ 1.83% |
$21.2K - $29.3K
|
5.62K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
101+ 4.8% |
$21.2K - $29.3K
|
2.21K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
101+ 87.07% |
$21.2K - $29.3K
|
217
$67.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
100+ 9.83% |
$21K - $29K
|
1.12K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
100+ 7.97% |
$21K - $29K
|
1.35K
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
100+ 2.91% |
$21K - $29K
|
3.54K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
100+ 9.42% |
$21K - $29K
|
1.16K
$362K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
100+ 5.35% |
$21K - $29K
|
1.97K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
100+ 0.67% |
$21K - $29K
|
15K
$4.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
100+ 4.91% |
$21K - $29K
|
2.14K
$667K
|
|
|
Aug 07, 2025
Q2 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
100+ 4.58% |
$21K - $29K
|
2.29K
$712K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
100+ 37.74% |
$21K - $29K
|
365
$114K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
100+ 7.27% |
$21K - $29K
|
1.48K
$460K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
99+ 2.02% |
$20.8K - $28.7K
|
5K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
98+ 0.37% |
$20.6K - $28.4K
|
26.7K
$8.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
97+ 4.14% |
$20.4K - $28.1K
|
2.44K
$760K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
97+ 1.89% |
$20.4K - $28.1K
|
5.22K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
96+ 6.72% |
$20.2K - $27.8K
|
1.53K
$475K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
95+ 9.95% |
$20K - $27.5K
|
1.05K
$327K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
95+ 1.11% |
$20K - $27.5K
|
8.67K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
95+ 9.21% |
$20K - $27.5K
|
1.13K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
94+ 1.05% |
$19.8K - $27.3K
|
9.04K
$2.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
94+ 5.1% |
$19.8K - $27.3K
|
1.94K
$604K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
93+ 0.22% |
$19.6K - $27K
|
42.9K
$13.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
93+ 0.95% |
$19.6K - $27K
|
9.84K
$3.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
93+ 0.59% |
$19.6K - $27K
|
15.9K
$4.97M
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
92+ 2.78% |
$19.3K - $26.7K
|
3.4K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
91+ 1.52% |
$19.1K - $26.4K
|
6.06K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
91New |
$19.1K - $26.4K
|
91
$28.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
90+ 2.08% |
$18.9K - $26.1K
|
4.41K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
90+ 1.27% |
$18.9K - $26.1K
|
7.15K
$2.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
90+ 0.8% |
$18.9K - $26.1K
|
11.3K
$3.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
89+ 1.0% |
$18.7K - $25.8K
|
9.02K
$2.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
89+ 3.66% |
$18.7K - $25.8K
|
2.52K
$786K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
88+ 1.66% |
$18.5K - $25.5K
|
5.39K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
88+ 2.28% |
$18.5K - $25.5K
|
3.95K
$1.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
88+ 3.43% |
$18.5K - $25.5K
|
2.66K
$828K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
87+ 2.17% |
$18.3K - $25.2K
|
4.09K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
86+ 3.29% |
$18.1K - $24.9K
|
2.7K
$843K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
86+ 1.46% |
$18.1K - $24.9K
|
5.98K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
86+ 6.02% |
$18.1K - $24.9K
|
1.51K
$472K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
85+ 0.2% |
$17.9K - $24.6K
|
42.9K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
84+ 1.77% |
$17.7K - $24.4K
|
4.84K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
84+ 6.99% |
$17.7K - $24.4K
|
1.29K
$401K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
84+ 0.23% |
$17.7K - $24.4K
|
36.5K
$11.4M
|