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 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
16+ 0.05% |
$3.36K - $4.64K
|
34.3K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
16+ 0.85% |
$3.36K - $4.64K
|
1.89K
$589K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
15+ 0.06% |
$3.15K - $4.35K
|
25.1K
$7.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
15+ 0.24% |
$3.15K - $4.35K
|
6.35K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
15+ 0.57% |
$3.15K - $4.35K
|
2.65K
$827K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
15+ 0.98% |
$3.15K - $4.35K
|
1.54K
$481K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
15+ 2.13% |
$3.15K - $4.35K
|
719
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$3.15K - $4.35K
|
15
$4.68K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
15+ 0.94% |
$3.15K - $4.35K
|
1.61K
$502K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
15+ 1.61% |
$3.15K - $4.35K
|
946
$295K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14+ 1.11% |
$2.94K - $4.06K
|
1.28K
$398K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
14+ 0.57% |
$2.94K - $4.06K
|
2.48K
$772K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
14+ 0.03% |
$2.94K - $4.06K
|
45.1K
$14.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
14+ 0.6% |
$2.94K - $4.06K
|
2.36K
$735K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
14+ 0.1% |
$2.94K - $4.06K
|
14.6K
$4.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14+ 0.47% |
$2.94K - $4.06K
|
3.02K
$941K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
14+ 0.47% |
$2.94K - $4.06K
|
2.97K
$925K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
14+ 0.48% |
$2.94K - $4.06K
|
2.91K
$908K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.12% |
$2.73K - $3.77K
|
10.6K
$3.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
13+ 0.91% |
$2.73K - $3.77K
|
1.44K
$449K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
13+ 0.27% |
$2.73K - $3.77K
|
4.91K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
13+ 0.91% |
$2.73K - $3.77K
|
1.44K
$448K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.6% |
$2.52K - $3.48K
|
2.03K
$632K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
12+ 0.12% |
$2.52K - $3.48K
|
10.4K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.41% |
$2.52K - $3.48K
|
2.91K
$907K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
12+ 0.93% |
$2.52K - $3.48K
|
1.3K
$405K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 1.06% |
$2.52K - $3.48K
|
1.14K
$356K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
12+ 0.4% |
$2.52K - $3.48K
|
2.98K
$930K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12+ 1.69% |
$2.52K - $3.48K
|
723
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
11+ 0.93% |
$2.31K - $3.19K
|
1.19K
$372K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
11+ 0.99% |
$2.31K - $3.19K
|
1.13K
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
11+ 1.1% |
$2.31K - $3.19K
|
1.01K
$315K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
11+ 1.06% |
$2.31K - $3.19K
|
1.05K
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
11+ 1.84% |
$2.31K - $3.19K
|
609
$190K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11+ 0.32% |
$2.31K - $3.19K
|
3.42K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11+ 0.1% |
$2.31K - $3.19K
|
11.3K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
11+ 0.3% |
$2.31K - $3.19K
|
3.68K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
11+ 0.57% |
$2.31K - $3.19K
|
1.96K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11+ 4.68% |
$2.31K - $3.19K
|
246
$76.7K
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
11+ 0.2% |
$2.31K - $3.19K
|
5.54K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.11% |
$2.31K - $3.19K
|
10.1K
$3.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
10+ 0.53% |
$2.1K - $2.9K
|
1.91K
$596K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$2.1K - $2.9K
|
1.79K
$559K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
10+ 0.27% |
$2.1K - $2.9K
|
3.68K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.18% |
$2.1K - $2.9K
|
5.49K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
10+ 0.41% |
$2.1K - $2.9K
|
2.47K
$768K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
10+ 0.5% |
$2.1K - $2.9K
|
1.99K
$621K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
10+ 0.08% |
$2.1K - $2.9K
|
12.2K
$3.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
10+ 1.08% |
$2.1K - $2.9K
|
935
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
10+ 0.53% |
$2.1K - $2.9K
|
1.89K
$589K
|