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
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
72+ 1.75% |
$15.1K - $20.9K
|
4.19K
$1.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
72+ 4.17% |
$15.1K - $20.9K
|
1.8K
$561K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
71+ 2.09% |
$14.9K - $20.6K
|
3.48K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
71+ 2.15% |
$14.9K - $20.6K
|
3.38K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
71+ 4.68% |
$14.9K - $20.6K
|
1.59K
$495K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
71+ 0.17% |
$14.9K - $20.6K
|
42.2K
$13.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
70+ 1.18% |
$14.7K - $20.3K
|
6K
$1.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
70+ 5.08% |
$14.7K - $20.3K
|
1.45K
$452K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
70+ 5.73% |
$14.7K - $20.3K
|
1.29K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
70+ 0.29% |
$14.7K - $20.3K
|
24K
$7.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
70+ 3.33% |
$14.7K - $20.3K
|
2.17K
$676K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
69+ 1.27% |
$14.5K - $20K
|
5.52K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
69+ 1.77% |
$14.5K - $20K
|
3.96K
$1.24M
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
69+ 2.88% |
$14.5K - $20K
|
2.46K
$768K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
68+ 1.07% |
$14.3K - $19.7K
|
6.43K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
68+ 6.11% |
$14.3K - $19.7K
|
1.18K
$368K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
68+ 3.92% |
$14.3K - $19.7K
|
1.8K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
68+ 1.68% |
$14.3K - $19.7K
|
4.11K
$1.28M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
68+ 0.03% |
$14.3K - $19.7K
|
216K
$67.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
67+ 0.03% |
$14.1K - $19.4K
|
240K
$74.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
67+ 0.74% |
$14.1K - $19.4K
|
9.17K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
67+ 1.94% |
$14.1K - $19.4K
|
3.52K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
66+ 1.28% |
$13.9K - $19.1K
|
5.24K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
66+ 0.83% |
$13.9K - $19.1K
|
7.98K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
66+ 0.79% |
$13.9K - $19.1K
|
8.37K
$2.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
66+ 5.18% |
$13.9K - $19.1K
|
1.34K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
65+ 3.06% |
$13.7K - $18.8K
|
2.19K
$683K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
65+ 0.63% |
$13.7K - $18.8K
|
10.4K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
65+ 0.27% |
$13.7K - $18.8K
|
24K
$7.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
65+ 0.31% |
$13.7K - $18.8K
|
20.7K
$6.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
65+ 0.72% |
$13.7K - $18.8K
|
9.05K
$2.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
65+ 0.7% |
$13.7K - $18.8K
|
9.38K
$2.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
64+ 7.06% |
$13.5K - $18.6K
|
970
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
64+ 1.3% |
$13.5K - $18.6K
|
4.99K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
64+ 1.28% |
$13.5K - $18.6K
|
5.06K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
64+ 3.22% |
$13.5K - $18.6K
|
2.05K
$640K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
64+ 4.54% |
$13.5K - $18.6K
|
1.47K
$460K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
64New |
$13.5K - $18.6K
|
64
$20K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
63+ 4.69% |
$13.2K - $18.3K
|
1.41K
$438K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
63+ 6.93% |
$13.2K - $18.3K
|
972
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
63+ 1.62% |
$13.2K - $18.3K
|
3.96K
$1.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
63+ 0.2% |
$13.2K - $18.3K
|
31.7K
$9.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
63+ 4.0% |
$13.2K - $18.3K
|
1.64K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
63+ 0.21% |
$13.2K - $18.3K
|
30.5K
$9.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
63+ 2.49% |
$13.2K - $18.3K
|
2.59K
$808K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
62+ 2.86% |
$13K - $18K
|
2.23K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
62+ 7.45% |
$13K - $18K
|
894
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
61+ 0.44% |
$12.8K - $17.7K
|
14K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
61+ 0.92% |
$12.8K - $17.7K
|
6.68K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
61+ 3.9% |
$12.8K - $17.7K
|
1.63K
$507K
|