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
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5+ 0.53% |
$1.05K - $1.45K
|
957
$298K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$841 - $1.16K
|
2.76K
$860K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.03% |
$841 - $1.16K
|
13.1K
$4.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4+ 0.05% |
$841 - $1.16K
|
8.46K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4+ 0.43% |
$841 - $1.16K
|
926
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4+ 0.48% |
$841 - $1.16K
|
833
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4+ 0.13% |
$841 - $1.16K
|
2.99K
$931K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.4% |
$841 - $1.16K
|
996
$311K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.34% |
$841 - $1.16K
|
1.18K
$369K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.04% |
$841 - $1.16K
|
9.72K
$3.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
4+ 0.45% |
$841 - $1.16K
|
888
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4+ 0.34% |
$841 - $1.16K
|
1.19K
$372K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
4+ 0.19% |
$841 - $1.16K
|
2.1K
$654K
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
4+ 0.49% |
$841 - $1.16K
|
824
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4+ 0.1% |
$841 - $1.16K
|
4.17K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
4+ 0.15% |
$841 - $1.16K
|
2.59K
$808K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.07% |
$841 - $1.16K
|
5.51K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
4+ 0.33% |
$841 - $1.16K
|
1.22K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
4+ 0.04% |
$841 - $1.16K
|
10.9K
$3.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$631 - $870
|
2.03K
$633K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.09% |
$631 - $870
|
3.21K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3+ 0.03% |
$631 - $870
|
11.2K
$3.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.26% |
$631 - $870
|
1.17K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 0.74% |
$631 - $870
|
406
$127K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3+ 0.11% |
$631 - $870
|
2.71K
$845K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3+ 0.07% |
$631 - $870
|
4.43K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3+ 0.26% |
$631 - $870
|
1.17K
$364K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
3+ 0.24% |
$631 - $870
|
1.26K
$392K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
3+ 0.26% |
$631 - $870
|
1.14K
$355K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3+ 0.15% |
$631 - $870
|
2.04K
$637K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3+ 0.08% |
$631 - $870
|
3.88K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3+ 0.1% |
$631 - $870
|
3.14K
$980K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.37% |
$631 - $870
|
817
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3+ 0.1% |
$631 - $870
|
3.01K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3+ 0.01% |
$631 - $870
|
30.2K
$9.43M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.16% |
$421 - $580
|
1.29K
$401K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.16% |
$421 - $580
|
1.22K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
2+ 0.09% |
$421 - $580
|
2.35K
$732K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$421 - $580
|
1.18K
$367K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2+ 0.11% |
$421 - $580
|
1.77K
$553K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.98K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.99K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.89K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.0% |
$421 - $580
|
266K
$82.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.72K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2+ 0.14% |
$421 - $580
|
1.46K
$455K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$421 - $580
|
2.21K
$687K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.25% |
$421 - $580
|
794
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2+ 0.17% |
$421 - $580
|
1.19K
$372K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.72% |
$421 - $580
|
279
$87K
|