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 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.9K+ 4.42% |
$9.01M - $12.4M
|
1.01M
$313M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
42.2K+ 6.59% |
$8.86M - $12.2M
|
682K
$211M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
41.7K+ 33.11% |
$8.78M - $12.1M
|
168K
$51.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
41.7K+ 39.5% |
$8.77M - $12.1M
|
147K
$45.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
41.1K+ 2.61% |
$8.63M - $11.9M
|
1.61M
$498M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
41K+ 9.37% |
$8.62M - $11.9M
|
478K
$148M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
40.6K+ 23.14% |
$8.53M - $11.8M
|
216K
$66.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
40.1K+ 35.95% |
$8.42M - $11.6M
|
151K
$46.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
39.9K+ 1.19% |
$8.39M - $11.6M
|
3.39M
$1.05B
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
39.8K+ 4.36% |
$8.36M - $11.5M
|
952K
$294M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
39.7K+ 21.06% |
$8.34M - $11.5M
|
228K
$70.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
39.4K+ 66.09% |
$8.29M - $11.4M
|
99.1K
$30.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
39.3K+ 109.89% |
$8.26M - $11.4M
|
75K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
38.9KNew |
$8.18M - $11.3M
|
38.9K
$12M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
38.7K+ 7.41% |
$8.14M - $11.2M
|
561K
$173M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
38.6K+ 21.75% |
$8.12M - $11.2M
|
216K
$66.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
38.1K+ 3241.36% |
$8.01M - $11M
|
39.3K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
37.4K+ 8521.87% |
$7.87M - $10.8M
|
37.9K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
37.1K+ 5.77% |
$7.8M - $10.8M
|
679K
$210M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36.2KNew |
$7.62M - $10.5M
|
36.2K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
35.8K+ 340.16% |
$7.53M - $10.4M
|
46.3K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
35.5K+ 1133.21% |
$7.46M - $10.3M
|
38.6K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
35KNew |
$7.36M - $10.1M
|
35K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.9K+ 3.27% |
$7.35M - $10.1M
|
1.1M
$340M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
34.7K+ 3.19% |
$7.3M - $10.1M
|
1.12M
$347M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
34K+ 35.59% |
$7.15M - $9.86M
|
130K
$40M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
33.5K+ 10.53% |
$7.04M - $9.71M
|
351K
$109M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
32.5K+ 15.56% |
$6.84M - $9.43M
|
241K
$74.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
32.2K+ 522.02% |
$6.78M - $9.34M
|
38.4K
$11.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
31.6K+ 382.52% |
$6.64M - $9.16M
|
39.8K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
30.9K+ 50.08% |
$6.5M - $8.96M
|
92.6K
$28.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30.8K+ 7.76% |
$6.48M - $8.94M
|
428K
$132M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
30.7KNew |
$6.46M - $8.9M
|
30.7K
$9.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
30.5K+ 477.9% |
$6.42M - $8.85M
|
36.9K
$11.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
30.1K+ 9.63% |
$6.33M - $8.72M
|
342K
$106M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.8K+ 2.24% |
$6.28M - $8.65M
|
1.36M
$422M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
29.5K+ 10.32% |
$6.19M - $8.54M
|
315K
$97.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
29K+ 3.88% |
$6.09M - $8.4M
|
775K
$239M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
28.8K+ 8.58% |
$6.06M - $8.35M
|
364K
$113M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
28.8K+ 5.68% |
$6.05M - $8.34M
|
536K
$166M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
28.7K+ 147.7% |
$6.03M - $8.31M
|
48.1K
$14.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
28.5K+ 8.4% |
$5.99M - $8.25M
|
367K
$113M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.1K+ 53.67% |
$5.92M - $8.16M
|
80.6K
$24.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
27.1K+ 3.92% |
$5.7M - $7.86M
|
719K
$222M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
27.1K+ 6.31% |
$5.69M - $7.85M
|
456K
$141M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
27.1K+ 4.41% |
$5.69M - $7.85M
|
641K
$198M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.5K+ 28.24% |
$5.58M - $7.69M
|
120K
$37.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cherokee Insurance CO
Sterling Heights, MI |
BUY
|
- |
26.5KNew |
$5.57M - $7.69M
|
26.5K
$8.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
25.8K+ 3.58% |
$5.43M - $7.49M
|
748K
$231M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.8K+ 3.16% |
$5.42M - $7.47M
|
841K
$260M
|