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 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
61+ 0.61% |
$12.8K - $17.7K
|
10K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
61+ 1.09% |
$12.8K - $17.7K
|
5.65K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
61+ 4.74% |
$12.8K - $17.7K
|
1.35K
$420K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
60+ 4.39% |
$12.6K - $17.4K
|
1.43K
$445K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
60+ 17.49% |
$12.6K - $17.4K
|
403
$126K
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
60+ 0.36% |
$12.6K - $17.4K
|
16.9K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
60+ 0.41% |
$12.6K - $17.4K
|
14.7K
$4.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
59+ 1.2% |
$12.4K - $17.1K
|
4.99K
$1.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
58+ 0.24% |
$12.2K - $16.8K
|
23.8K
$7.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
57+ 0.2% |
$12K - $16.5K
|
28.8K
$8.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
57+ 3.11% |
$12K - $16.5K
|
1.89K
$589K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
57+ 1.02% |
$12K - $16.5K
|
5.66K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
57+ 4.19% |
$12K - $16.5K
|
1.42K
$442K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
57+ 0.52% |
$12K - $16.5K
|
11K
$3.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
57+ 3.28% |
$12K - $16.5K
|
1.79K
$559K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
56+ 2.35% |
$11.8K - $16.2K
|
2.44K
$760K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
56+ 4.06% |
$11.8K - $16.2K
|
1.44K
$447K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
56+ 3.81% |
$11.8K - $16.2K
|
1.52K
$475K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
55+ 1.18% |
$11.6K - $15.9K
|
4.73K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
55+ 1.04% |
$11.6K - $15.9K
|
5.35K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
55+ 2.33% |
$11.6K - $15.9K
|
2.42K
$754K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
55+ 4.58% |
$11.6K - $15.9K
|
1.26K
$392K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
54New |
$11.4K - $15.7K
|
54
$16.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
54+ 0.45% |
$11.4K - $15.7K
|
12.1K
$3.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
54+ 1.72% |
$11.4K - $15.7K
|
3.19K
$994K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
54+ 1.16% |
$11.4K - $15.7K
|
4.71K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
53+ 0.57% |
$11.1K - $15.4K
|
9.37K
$2.92M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
53+ 0.2% |
$11.1K - $15.4K
|
26.8K
$8.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
53+ 1.62% |
$11.1K - $15.4K
|
3.33K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
53+ 3.81% |
$11.1K - $15.4K
|
1.44K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
52+ 0.46% |
$10.9K - $15.1K
|
11.3K
$3.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
52+ 2.45% |
$10.9K - $15.1K
|
2.17K
$678K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
52+ 0.37% |
$10.9K - $15.1K
|
14K
$4.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.15% |
$10.9K - $15.1K
|
34K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
52+ 2.33% |
$10.9K - $15.1K
|
2.29K
$712K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
52+ 0.32% |
$10.9K - $15.1K
|
16.4K
$5.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
52+ 1.59% |
$10.9K - $15.1K
|
3.33K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
52+ 2.45% |
$10.9K - $15.1K
|
2.18K
$679K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
51+ 0.23% |
$10.7K - $14.8K
|
22.7K
$7.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
50+ 1.69% |
$10.5K - $14.5K
|
3.01K
$937K
|
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
50+ 0.52% |
$10.5K - $14.5K
|
9.63K
$3M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
50+ 5.47% |
$10.5K - $14.5K
|
964
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 0.2% |
$10.5K - $14.5K
|
25.6K
$8M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
50+ 0.6% |
$10.5K - $14.5K
|
8.38K
$2.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
49+ 0.17% |
$10.3K - $14.2K
|
28.7K
$8.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 0.47% |
$10.3K - $14.2K
|
10.5K
$3.29M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
49+ 2.24% |
$10.3K - $14.2K
|
2.23K
$696K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
49+ 0.58% |
$10.3K - $14.2K
|
8.53K
$2.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
49+ 0.31% |
$10.3K - $14.2K
|
15.9K
$4.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
49+ 4.85% |
$10.3K - $14.2K
|
1.06K
$330K
|