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 15, 2025
Q2 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
49+ 3.05% |
$10.3K - $14.2K
|
1.66K
$516K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
48+ 0.81% |
$10.1K - $13.9K
|
5.99K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
48+ 0.91% |
$10.1K - $13.9K
|
5.34K
$1.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48+ 0.24% |
$10.1K - $13.9K
|
20.2K
$6.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
48+ 0.63% |
$10.1K - $13.9K
|
7.64K
$2.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
47+ 0.82% |
$9.88K - $13.6K
|
5.77K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
47+ 4.48% |
$9.88K - $13.6K
|
1.1K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
47+ 0.23% |
$9.88K - $13.6K
|
20.3K
$6.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
46+ 1.02% |
$9.67K - $13.3K
|
4.54K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
46+ 18.62% |
$9.67K - $13.3K
|
293
$91.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
46+ 1.86% |
$9.67K - $13.3K
|
2.52K
$786K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
46+ 10.8% |
$9.67K - $13.3K
|
472
$147K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
45+ 0.3% |
$9.46K - $13K
|
15.1K
$4.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
45+ 2.29% |
$9.46K - $13K
|
2.01K
$626K
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
45+ 0.2% |
$9.46K - $13K
|
22.6K
$7.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
45+ 2.54% |
$9.46K - $13K
|
1.82K
$567K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
45+ 1.5% |
$9.46K - $13K
|
3.05K
$952K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
45+ 33.33% |
$9.46K - $13K
|
180
$56.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
45+ 0.25% |
$9.46K - $13K
|
18.1K
$5.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
45+ 9.96% |
$9.46K - $13K
|
497
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
45+ 2.91% |
$9.46K - $13K
|
1.59K
$496K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
44+ 0.65% |
$9.25K - $12.8K
|
6.8K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
44+ 2.28% |
$9.25K - $12.8K
|
1.97K
$614K
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
44+ 0.04% |
$9.25K - $12.8K
|
122K
$38.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
43+ 0.14% |
$9.04K - $12.5K
|
31.3K
$9.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
43+ 1.46% |
$9.04K - $12.5K
|
2.98K
$929K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
42+ 3.93% |
$8.83K - $12.2K
|
1.11K
$346K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
42+ 1.3% |
$8.83K - $12.2K
|
3.26K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.54% |
$8.83K - $12.2K
|
7.79K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
42+ 21.0% |
$8.83K - $12.2K
|
242
$75.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
42+ 3.79% |
$8.83K - $12.2K
|
1.15K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
41+ 1.98% |
$8.62K - $11.9K
|
2.11K
$657K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
41+ 0.83% |
$8.62K - $11.9K
|
5K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
40+ 1.67% |
$8.41K - $11.6K
|
2.44K
$760K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
40+ 0.37% |
$8.41K - $11.6K
|
11K
$3.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
40+ 0.61% |
$8.41K - $11.6K
|
6.58K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
39+ 0.14% |
$8.2K - $11.3K
|
28.1K
$8.75M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
39+ 0.38% |
$8.2K - $11.3K
|
10.4K
$3.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.65% |
$8.2K - $11.3K
|
6.06K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
39+ 1.16% |
$8.2K - $11.3K
|
3.39K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
39+ 1.35% |
$8.2K - $11.3K
|
2.93K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
38+ 1.46% |
$7.99K - $11K
|
2.64K
$824K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
38+ 1.16% |
$7.99K - $11K
|
3.32K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
38+ 2.34% |
$7.99K - $11K
|
1.66K
$519K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.31% |
$7.99K - $11K
|
2.94K
$916K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
38+ 4.04% |
$7.99K - $11K
|
978
$305K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
38+ 1.45% |
$7.99K - $11K
|
2.65K
$827K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
37+ 0.44% |
$7.78K - $10.7K
|
8.42K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
37+ 0.23% |
$7.78K - $10.7K
|
16.2K
$5.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
37+ 1.06% |
$7.78K - $10.7K
|
3.52K
$1.1M
|