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
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
84+ 1.64% |
$17.7K - $24.4K
|
5.2K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
84+ 3.34% |
$17.7K - $24.4K
|
2.6K
$810K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
84+ 3.28% |
$17.7K - $24.4K
|
2.65K
$826K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
83+ 0.49% |
$17.5K - $24.1K
|
17K
$5.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
82+ 5.64% |
$17.2K - $23.8K
|
1.54K
$479K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
82+ 0.37% |
$17.2K - $23.8K
|
22.4K
$6.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
82+ 5.8% |
$17.2K - $23.8K
|
1.5K
$467K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
81+ 0.61% |
$17K - $23.5K
|
13.3K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
81+ 1.08% |
$17K - $23.5K
|
7.55K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
81+ 1.0% |
$17K - $23.5K
|
8.17K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
81+ 0.99% |
$17K - $23.5K
|
8.24K
$2.57M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
80+ 0.74% |
$16.8K - $23.2K
|
10.8K
$3.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
80+ 3.72% |
$16.8K - $23.2K
|
2.23K
$695K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 1.01% |
$16.8K - $23.2K
|
8.03K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
80+ 6.79% |
$16.8K - $23.2K
|
1.26K
$392K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
79+ 4.64% |
$16.6K - $22.9K
|
1.78K
$556K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
79+ 8.69% |
$16.6K - $22.9K
|
988
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
79+ 0.38% |
$16.6K - $22.9K
|
21K
$6.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
79+ 5.24% |
$16.6K - $22.9K
|
1.59K
$494K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
79+ 0.13% |
$16.6K - $22.9K
|
61K
$19M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
79+ 6.79% |
$16.6K - $22.9K
|
1.24K
$387K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
78+ 9.23% |
$16.4K - $22.6K
|
923
$288K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
78+ 0.72% |
$16.4K - $22.6K
|
10.9K
$3.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
78+ 0.71% |
$16.4K - $22.6K
|
11.1K
$3.45M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
77+ 7.04% |
$16.2K - $22.3K
|
1.17K
$365K
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
77+ 9.37% |
$16.2K - $22.3K
|
899
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
77+ 0.9% |
$16.2K - $22.3K
|
8.63K
$2.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
77+ 0.26% |
$16.2K - $22.3K
|
29.1K
$9.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
77+ 9.7% |
$16.2K - $22.3K
|
871
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
76+ 2.09% |
$16K - $22K
|
3.72K
$1.16M
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
76+ 3.24% |
$16K - $22K
|
2.42K
$755K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
75+ 0.74% |
$15.8K - $21.7K
|
10.2K
$3.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
75+ 6.71% |
$15.8K - $21.7K
|
1.19K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
75+ 0.56% |
$15.8K - $21.7K
|
13.4K
$4.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
75+ 0.52% |
$15.8K - $21.7K
|
14.5K
$4.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
75+ 5.8% |
$15.8K - $21.7K
|
1.37K
$426K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
75+ 5.3% |
$15.8K - $21.7K
|
1.49K
$464K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
75+ 6.52% |
$15.8K - $21.7K
|
1.23K
$382K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
75+ 2.6% |
$15.8K - $21.7K
|
2.96K
$924K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
75+ 5.11% |
$15.8K - $21.7K
|
1.54K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
75+ 1.15% |
$15.8K - $21.7K
|
6.59K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
74+ 1.28% |
$15.6K - $21.5K
|
5.84K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
74+ 3.14% |
$15.6K - $21.5K
|
2.43K
$757K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
73+ 0.65% |
$15.4K - $21.2K
|
11.2K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
73+ 4.68% |
$15.4K - $21.2K
|
1.63K
$509K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
73+ 7.51% |
$15.4K - $21.2K
|
1.05K
$326K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
73+ 4.83% |
$15.4K - $21.2K
|
1.59K
$494K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
73+ 1.2% |
$15.4K - $21.2K
|
6.15K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
72+ 4.2% |
$15.1K - $20.9K
|
1.79K
$557K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
72+ 0.41% |
$15.1K - $20.9K
|
17.5K
$5.45M
|