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 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
37+ 0.56% |
$7.78K - $10.7K
|
6.64K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
36+ 0.94% |
$7.57K - $10.4K
|
3.85K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
36+ 1.75% |
$7.57K - $10.4K
|
2.09K
$653K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
36+ 0.84% |
$7.57K - $10.4K
|
4.32K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
36+ 0.94% |
$7.57K - $10.4K
|
3.85K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.45% |
$7.36K - $10.1K
|
7.9K
$2.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
35+ 0.92% |
$7.36K - $10.1K
|
3.84K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
35+ 0.2% |
$7.36K - $10.1K
|
17.3K
$5.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
35+ 1.24% |
$7.36K - $10.1K
|
2.85K
$890K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35+ 3.91% |
$7.36K - $10.1K
|
929
$290K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
35+ 0.76% |
$7.36K - $10.1K
|
4.64K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
35+ 0.14% |
$7.36K - $10.1K
|
24.6K
$7.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
34+ 0.7% |
$7.15K - $9.86K
|
4.9K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
33+ 32.35% |
$6.94K - $9.57K
|
135
$42.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
33New |
$6.94K - $9.57K
|
33
$10.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
33+ 0.45% |
$6.94K - $9.57K
|
7.41K
$2.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33+ 1.91% |
$6.94K - $9.57K
|
1.76K
$550K
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
33+ 0.91% |
$6.94K - $9.57K
|
3.67K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
32+ 58.18% |
$6.73K - $9.28K
|
87
$27.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
32+ 0.62% |
$6.73K - $9.28K
|
5.18K
$1.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
32+ 0.15% |
$6.73K - $9.28K
|
21K
$6.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
32+ 2.22% |
$6.73K - $9.28K
|
1.47K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
32+ 1.45% |
$6.73K - $9.28K
|
2.24K
$697K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
32+ 3.84% |
$6.73K - $9.28K
|
865
$270K
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
32+ 0.07% |
$6.73K - $9.28K
|
44.2K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 0.97% |
$6.52K - $8.99K
|
3.22K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
31+ 0.48% |
$6.52K - $8.99K
|
6.44K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
31+ 0.14% |
$6.52K - $8.99K
|
21.8K
$6.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
31New |
$6.52K - $8.99K
|
31
$9.66K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
30+ 1.31% |
$6.31K - $8.7K
|
2.33K
$725K
|
|
|
Jul 24, 2025
Q2 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
30+ 2.1% |
$6.31K - $8.7K
|
1.46K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
30+ 24.0% |
$6.31K - $8.7K
|
155
$48.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
29+ 0.55% |
$6.1K - $8.41K
|
5.31K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
29+ 0.07% |
$6.1K - $8.41K
|
41.2K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.15% |
$6.1K - $8.41K
|
19.6K
$6.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
29+ 1.41% |
$6.1K - $8.41K
|
2.09K
$651K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
29+ 0.5% |
$6.1K - $8.41K
|
5.83K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
29+ 2.39% |
$6.1K - $8.41K
|
1.24K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
28+ 2.75% |
$5.89K - $8.12K
|
1.05K
$326K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
28+ 0.34% |
$5.89K - $8.12K
|
8.36K
$2.61M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
28+ 1.28% |
$5.89K - $8.12K
|
2.21K
$689K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
27+ 0.14% |
$5.68K - $7.83K
|
19.5K
$6.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
27+ 0.09% |
$5.68K - $7.83K
|
29.3K
$9.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27+ 0.16% |
$5.68K - $7.83K
|
16.6K
$5.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
27+ 112.5% |
$5.68K - $7.83K
|
51
$15.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
26+ 1.28% |
$5.47K - $7.54K
|
2.06K
$641K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
26+ 0.67% |
$5.47K - $7.54K
|
3.91K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
26+ 1.3% |
$5.47K - $7.54K
|
2.03K
$634K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
25+ 0.11% |
$5.26K - $7.25K
|
23.6K
$7.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
25+ 2.01% |
$5.26K - $7.25K
|
1.27K
$396K
|