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 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
2+ 0.01% |
$421 - $580
|
34.7K
$10.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.01% |
$421 - $580
|
16.7K
$5.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.18% |
$421 - $580
|
1.11K
$347K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.15% |
$421 - $580
|
1.3K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
2+ 0.01% |
$421 - $580
|
14.5K
$4.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
2+ 0.04% |
$421 - $580
|
5.43K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2+ 0.02% |
$421 - $580
|
8.17K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.12% |
$421 - $580
|
1.65K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$421 - $580
|
769
$240K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2+ 0.17% |
$421 - $580
|
1.17K
$364K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
2+ 0.18% |
$421 - $580
|
1.11K
$345K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1+ 0.08% |
$210 - $290
|
1.29K
$403K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$210 - $290
|
21.9K
$6.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.01% |
$210 - $290
|
6.73K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1New |
$210 - $290
|
1
$312
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$210 - $290
|
412
$128K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1+ 0.1% |
$210 - $290
|
987
$308K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1+ 0.1% |
$210 - $290
|
1.01K
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1+ 0.1% |
$210 - $290
|
963
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$210 - $290
|
2.36K
$736K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.62% |
$210 - $290
|
163
$50.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$210 - $290
|
5.18K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
1+ 0.02% |
$210 - $290
|
4.3K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.02% |
$210 - $290
|
5.49K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
BUY
|
- |
1+ 0.11% |
$210 - $290
|
953
$297K
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$210 - $290
|
1.48K
$460K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 1.3% |
$210 - $290
|
78
$24.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$210 - $290
|
3.1K
$967K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$210 - $290
|
10.7K
$3.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
1+ 0.1% |
$210 - $290
|
973
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.07% |
$210 - $290
|
1.34K
$418K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$210 - $290
|
2.42K
$753K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.74% |
$210 - $290
|
136
$42.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1+ 0.12% |
$210 - $290
|
829
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1+ 0.02% |
$210 - $290
|
4.7K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1+ 0.06% |
$210 - $290
|
1.77K
$552K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.13% |
$210 - $290
|
743
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
1+ 0.06% |
$210 - $290
|
1.63K
$507K
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
1+ 0.64% |
$210 - $290
|
157
$48.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$210 - $290
|
2.58K
$804K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-1- 0.01% |
$210 - $290
|
7.93K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$210 - $290
|
1.1K
$343K
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1- 0.06% |
$210 - $290
|
1.56K
$485K
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1- 0.04% |
$210 - $290
|
2.5K
$781K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1- 0.02% |
$210 - $290
|
4.43K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-2- 0.01% |
$421 - $580
|
30.6K
$9.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-2- 0.07% |
$421 - $580
|
2.89K
$902K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2- 0.12% |
$421 - $580
|
1.73K
$540K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-2- 0.03% |
$421 - $580
|
6.62K
$2.06M
|