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 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
25+ 1.72% |
$5.26K - $7.25K
|
1.48K
$460K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
25+ 0.69% |
$5.26K - $7.25K
|
3.64K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
25+ 0.68% |
$5.26K - $7.25K
|
3.68K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
25+ 0.04% |
$5.26K - $7.25K
|
56.6K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
25+ 0.09% |
$5.26K - $7.25K
|
28.2K
$8.79M
|
|
|
Aug 14, 2025
Q2 2025
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.28% |
$5.26K - $7.25K
|
8.81K
$2.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
25+ 0.26% |
$5.26K - $7.25K
|
9.46K
$2.95M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
24+ 2.25% |
$5.05K - $6.96K
|
1.09K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
24+ 3.93% |
$5.05K - $6.96K
|
634
$198K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
23+ 0.56% |
$4.84K - $6.67K
|
4.1K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
23+ 0.92% |
$4.84K - $6.67K
|
2.53K
$788K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
23+ 0.15% |
$4.84K - $6.67K
|
15.5K
$4.83M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23+ 5.87% |
$4.84K - $6.67K
|
415
$129K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
23+ 0.35% |
$4.84K - $6.67K
|
6.54K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
23+ 1.29% |
$4.84K - $6.67K
|
1.81K
$565K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
23+ 2.01% |
$4.84K - $6.67K
|
1.17K
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22+ 0.16% |
$4.63K - $6.38K
|
13.9K
$4.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
22+ 0.88% |
$4.63K - $6.38K
|
2.52K
$787K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
22+ 2.33% |
$4.63K - $6.38K
|
965
$301K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
22+ 1.23% |
$4.63K - $6.38K
|
1.81K
$563K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
22+ 0.75% |
$4.63K - $6.38K
|
2.97K
$924K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
22+ 0.06% |
$4.63K - $6.38K
|
39.2K
$12.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
21+ 0.42% |
$4.42K - $6.09K
|
5.01K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
21+ 0.15% |
$4.42K - $6.09K
|
14.2K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
21+ 0.08% |
$4.42K - $6.09K
|
25.9K
$8.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
21+ 0.79% |
$4.42K - $6.09K
|
2.67K
$833K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
21+ 0.44% |
$4.42K - $6.09K
|
4.82K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
21+ 0.24% |
$4.42K - $6.09K
|
8.59K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
20+ 2.02% |
$4.21K - $5.8K
|
1.01K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
20+ 1.42% |
$4.21K - $5.8K
|
1.43K
$446K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
20+ 0.03% |
$4.21K - $5.8K
|
62.5K
$19.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
20+ 2.23% |
$4.21K - $5.8K
|
916
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
20+ 11.05% |
$4.21K - $5.8K
|
201
$62.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19+ 0.54% |
$4K - $5.51K
|
3.52K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
19+ 0.68% |
$4K - $5.51K
|
2.83K
$882K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
19+ 0.52% |
$4K - $5.51K
|
3.68K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
18+ 0.1% |
$3.79K - $5.22K
|
18.7K
$5.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
18+ 0.06% |
$3.79K - $5.22K
|
28.6K
$8.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
18+ 0.14% |
$3.79K - $5.22K
|
13K
$4.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
18+ 0.38% |
$3.79K - $5.22K
|
4.8K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.46% |
$3.57K - $4.93K
|
3.74K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
17+ 0.07% |
$3.57K - $4.93K
|
25.5K
$7.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
17+ 0.59% |
$3.57K - $4.93K
|
2.91K
$907K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
17+ 1.02% |
$3.57K - $4.93K
|
1.69K
$527K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
17+ 2.0% |
$3.57K - $4.93K
|
867
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
16+ 0.74% |
$3.36K - $4.64K
|
2.19K
$681K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 0.15% |
$3.36K - $4.64K
|
10.9K
$3.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
16+ 0.66% |
$3.36K - $4.64K
|
2.42K
$755K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
16+ 0.15% |
$3.36K - $4.64K
|
10.4K
$3.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.27% |
$3.36K - $4.64K
|
6.02K
$1.88M
|