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
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-12- 0.05% |
$2.52K - $3.48K
|
23.9K
$7.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-13- 0.19% |
$2.73K - $3.77K
|
6.96K
$2.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-13- 1.01% |
$2.73K - $3.77K
|
1.28K
$398K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-13- 1.39% |
$2.73K - $3.77K
|
923
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13- 0.51% |
$2.73K - $3.77K
|
2.53K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-13- 0.7% |
$2.73K - $3.77K
|
1.85K
$575K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 0.43% |
$2.94K - $4.06K
|
3.27K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-14- 1.01% |
$2.94K - $4.06K
|
1.37K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-14- 0.65% |
$2.94K - $4.06K
|
2.15K
$671K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-14- 0.28% |
$2.94K - $4.06K
|
5.02K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-14- 0.08% |
$2.94K - $4.06K
|
18K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-14- 0.23% |
$2.94K - $4.06K
|
6.06K
$1.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-15- 7.5% |
$3.15K - $4.35K
|
185
$57.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-15- 0.48% |
$3.15K - $4.35K
|
3.14K
$978K
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-15- 0.36% |
$3.15K - $4.35K
|
4.12K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-15- 6.91% |
$3.15K - $4.35K
|
202
$63K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-15- 0.1% |
$3.15K - $4.35K
|
15.4K
$4.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-15- 0.14% |
$3.15K - $4.35K
|
10.4K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-15- 1.14% |
$3.15K - $4.35K
|
1.31K
$407K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-15- 0.12% |
$3.15K - $4.35K
|
13K
$4.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-15- 0.16% |
$3.15K - $4.35K
|
9.28K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-15- 0.29% |
$3.15K - $4.35K
|
5.22K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-16- 0.98% |
$3.36K - $4.64K
|
1.61K
$502K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-16- 0.09% |
$3.36K - $4.64K
|
18.2K
$5.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-16- 0.36% |
$3.36K - $4.64K
|
4.38K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-16- 0.33% |
$3.36K - $4.64K
|
4.9K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.2% |
$3.57K - $4.93K
|
8.67K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-17- 0.99% |
$3.57K - $4.93K
|
1.69K
$528K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
SELL
|
- |
-17- 0.1% |
$3.57K - $4.93K
|
16.7K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.13% |
$3.57K - $4.93K
|
13.4K
$4.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-18- 0.18% |
$3.79K - $5.22K
|
9.76K
$3.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-18- 0.13% |
$3.79K - $5.22K
|
14.1K
$4.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-18- 0.51% |
$3.79K - $5.22K
|
3.49K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-18- 0.51% |
$3.79K - $5.22K
|
3.48K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-18- 0.95% |
$3.79K - $5.22K
|
1.87K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-18- 7.14% |
$3.79K - $5.22K
|
234
$72.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-18- 1.44% |
$3.79K - $5.22K
|
1.23K
$383K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19- 2.07% |
$4K - $5.51K
|
897
$280K
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-19- 0.6% |
$4K - $5.51K
|
3.14K
$980K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-19- 0.33% |
$4K - $5.51K
|
5.74K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-19- 0.73% |
$4K - $5.51K
|
2.59K
$806K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-20- 0.21% |
$4.21K - $5.8K
|
9.31K
$2.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-20- 0.03% |
$4.21K - $5.8K
|
64.1K
$20M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-20- 1.47% |
$4.21K - $5.8K
|
1.34K
$417K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-20- 0.08% |
$4.21K - $5.8K
|
24.8K
$7.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-20- 0.09% |
$4.21K - $5.8K
|
23.2K
$7.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-20- 0.05% |
$4.21K - $5.8K
|
39.8K
$12.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-20- 0.3% |
$4.21K - $5.8K
|
6.7K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-21- 1.27% |
$4.42K - $6.09K
|
1.63K
$509K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-21- 1.94% |
$4.42K - $6.09K
|
1.06K
$331K
|