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 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
10+ 0.11% |
$2.1K - $2.9K
|
8.83K
$2.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 0.3% |
$2.1K - $2.9K
|
3.36K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
9+ 0.0% |
$1.89K - $2.61K
|
187K
$58.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9+ 0.14% |
$1.89K - $2.61K
|
6.62K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.6% |
$1.89K - $2.61K
|
1.51K
$470K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.52% |
$1.89K - $2.61K
|
1.73K
$539K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
9+ 0.07% |
$1.89K - $2.61K
|
12.9K
$4.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
9+ 0.07% |
$1.89K - $2.61K
|
12.1K
$3.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
9+ 0.48% |
$1.89K - $2.61K
|
1.87K
$583K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
9+ 0.32% |
$1.89K - $2.61K
|
2.85K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
9+ 0.16% |
$1.89K - $2.61K
|
5.52K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
9+ 0.13% |
$1.89K - $2.61K
|
6.8K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
9+ 0.08% |
$1.89K - $2.61K
|
11.1K
$3.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8+ 0.15% |
$1.68K - $2.32K
|
5.35K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
BUY
|
- |
8+ 0.23% |
$1.68K - $2.32K
|
3.48K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
8+ 0.54% |
$1.68K - $2.32K
|
1.49K
$466K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8+ 0.43% |
$1.68K - $2.32K
|
1.85K
$577K
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
8+ 0.35% |
$1.68K - $2.32K
|
2.32K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.26% |
$1.68K - $2.32K
|
3.06K
$954K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
8+ 0.04% |
$1.68K - $2.32K
|
21.9K
$6.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
7+ 0.13% |
$1.47K - $2.03K
|
5.56K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.05% |
$1.47K - $2.03K
|
13K
$4.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$1.47K - $2.03K
|
7.86K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7+ 0.24% |
$1.47K - $2.03K
|
2.88K
$897K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
7+ 0.07% |
$1.47K - $2.03K
|
10.3K
$3.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7+ 0.42% |
$1.47K - $2.03K
|
1.66K
$516K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7+ 2.1% |
$1.47K - $2.03K
|
341
$106K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
7+ 0.02% |
$1.47K - $2.03K
|
31.7K
$9.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$1.47K - $2.03K
|
18.1K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.33% |
$1.47K - $2.03K
|
2.15K
$669K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
7+ 0.06% |
$1.47K - $2.03K
|
12.7K
$3.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6+ 0.15% |
$1.26K - $1.74K
|
4.06K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.56% |
$1.26K - $1.74K
|
1.08K
$335K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6+ 0.28% |
$1.26K - $1.74K
|
2.15K
$671K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
6+ 0.43% |
$1.26K - $1.74K
|
1.39K
$434K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.45% |
$1.26K - $1.74K
|
1.35K
$419K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.03% |
$1.26K - $1.74K
|
19.4K
$6.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6+ 2.01% |
$1.26K - $1.74K
|
304
$94.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.12% |
$1.26K - $1.74K
|
4.98K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
6+ 0.09% |
$1.26K - $1.74K
|
7.06K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
5+ 0.14% |
$1.05K - $1.45K
|
3.6K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.12% |
$1.05K - $1.45K
|
4.33K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5+ 0.25% |
$1.05K - $1.45K
|
2K
$624K
|
|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
5+ 0.6% |
$1.05K - $1.45K
|
840
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
5+ 0.47% |
$1.05K - $1.45K
|
1.07K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
5+ 0.39% |
$1.05K - $1.45K
|
1.29K
$401K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 0.23% |
$1.05K - $1.45K
|
2.18K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5+ 0.11% |
$1.05K - $1.45K
|
4.61K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.17% |
$1.05K - $1.45K
|
2.92K
$910K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5+ 0.14% |
$1.05K - $1.45K
|
3.7K
$1.15M
|