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 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2- 0.06% |
$421 - $580
|
3.14K
$978K
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.02% |
$421 - $580
|
12.2K
$3.79M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-2- 0.26% |
$421 - $580
|
767
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.16% |
$631 - $870
|
1.86K
$580K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3- 0.02% |
$631 - $870
|
14K
$4.37M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-3- 0.19% |
$631 - $870
|
1.54K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3- 0.17% |
$631 - $870
|
1.75K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.09% |
$841 - $1.16K
|
4.57K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
SELL
|
- |
-4- 0.16% |
$841 - $1.16K
|
2.57K
$801K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-5- 0.27% |
$1.05K - $1.45K
|
1.85K
$576K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5- 0.01% |
$1.05K - $1.45K
|
38.7K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5- 0.39% |
$1.05K - $1.45K
|
1.26K
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-5- 0.61% |
$1.05K - $1.45K
|
809
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5- 0.39% |
$1.05K - $1.45K
|
1.27K
$396K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-6- 0.14% |
$1.26K - $1.74K
|
4.16K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-6- 0.31% |
$1.26K - $1.74K
|
1.96K
$611K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-6- 0.35% |
$1.26K - $1.74K
|
1.69K
$527K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6- 0.22% |
$1.26K - $1.74K
|
2.73K
$852K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-6- 0.42% |
$1.26K - $1.74K
|
1.43K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-7- 0.69% |
$1.47K - $2.03K
|
1.01K
$314K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-7- 0.02% |
$1.47K - $2.03K
|
33.6K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.7% |
$1.47K - $2.03K
|
998
$311K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.09% |
$1.68K - $2.32K
|
8.88K
$2.77M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.1% |
$1.68K - $2.32K
|
8.04K
$2.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8- 1.25% |
$1.68K - $2.32K
|
631
$197K
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 14.55% |
$1.68K - $2.32K
|
47
$14.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-8- 0.59% |
$1.68K - $2.32K
|
1.34K
$419K
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.81% |
$1.68K - $2.32K
|
975
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-8- 0.02% |
$1.68K - $2.32K
|
40.9K
$12.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-8- 0.46% |
$1.68K - $2.32K
|
1.75K
$545K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-8- 0.2% |
$1.68K - $2.32K
|
3.92K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-9- 0.08% |
$1.89K - $2.61K
|
10.7K
$3.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
SELL
|
- |
-9- 0.21% |
$1.89K - $2.61K
|
4.2K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-9- 0.35% |
$1.89K - $2.61K
|
2.53K
$788K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-9- 0.4% |
$1.89K - $2.61K
|
2.26K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-9- 0.2% |
$1.89K - $2.61K
|
4.45K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-10- 16.67% |
$2.1K - $2.9K
|
50
$15.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-10- 2.27% |
$2.1K - $2.9K
|
430
$134K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-10- 0.86% |
$2.1K - $2.9K
|
1.15K
$360K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-10- 0.71% |
$2.1K - $2.9K
|
1.39K
$434K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-10- 0.8% |
$2.1K - $2.9K
|
1.25K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-10- 0.64% |
$2.1K - $2.9K
|
1.56K
$487K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11- 0.92% |
$2.31K - $3.19K
|
1.19K
$369K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-11- 0.06% |
$2.31K - $3.19K
|
17.9K
$5.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-11- 0.88% |
$2.31K - $3.19K
|
1.24K
$386K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-11- 1.06% |
$2.31K - $3.19K
|
1.03K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-11- 0.94% |
$2.31K - $3.19K
|
1.16K
$361K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-11- 1.12% |
$2.31K - $3.19K
|
974
$304K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-12- 0.29% |
$2.52K - $3.48K
|
4.1K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-12- 0.33% |
$2.52K - $3.48K
|
3.61K
$1.12M
|