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 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21- 0.25% |
$4.42K - $6.09K
|
8.54K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-21- 0.56% |
$4.42K - $6.09K
|
3.72K
$1.16M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-22- 0.11% |
$4.63K - $6.38K
|
20.3K
$6.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22- 0.95% |
$4.63K - $6.38K
|
2.3K
$717K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-22- 0.46% |
$4.63K - $6.38K
|
4.72K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-22- 0.13% |
$4.63K - $6.38K
|
16.8K
$5.24M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-22- 0.18% |
$4.63K - $6.38K
|
11.9K
$3.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-22- 0.88% |
$4.63K - $6.38K
|
2.49K
$775K
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-22- 0.26% |
$4.63K - $6.38K
|
8.46K
$2.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-23- 0.11% |
$4.84K - $6.67K
|
20.8K
$6.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-23- 1.94% |
$4.84K - $6.67K
|
1.16K
$362K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-23- 6.65% |
$4.84K - $6.67K
|
323
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-23- 0.72% |
$4.84K - $6.67K
|
3.17K
$988K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-23- 0.23% |
$4.84K - $6.67K
|
10K
$3.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-23- 0.22% |
$4.84K - $6.67K
|
10.3K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-23- 1.3% |
$4.84K - $6.67K
|
1.75K
$545K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-24- 0.71% |
$5.05K - $6.96K
|
3.36K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.61% |
$5.05K - $6.96K
|
3.92K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-25- 0.46% |
$5.26K - $7.25K
|
5.38K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-25- 1.18% |
$5.26K - $7.25K
|
2.09K
$651K
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-25- 2.92% |
$5.26K - $7.25K
|
830
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-25- 0.44% |
$5.26K - $7.25K
|
5.67K
$1.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-25- 0.51% |
$5.26K - $7.25K
|
4.92K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-25- 1.23% |
$5.26K - $7.25K
|
2.01K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-25- 0.33% |
$5.26K - $7.25K
|
7.49K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-26- 0.36% |
$5.47K - $7.54K
|
7.2K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-26- 0.22% |
$5.47K - $7.54K
|
12K
$3.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-26- 1.33% |
$5.47K - $7.54K
|
1.94K
$604K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-26- 3.06% |
$5.47K - $7.54K
|
823
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-26- 2.4% |
$5.47K - $7.54K
|
1.06K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-26- 0.66% |
$5.47K - $7.54K
|
3.89K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.32% |
$5.68K - $7.83K
|
8.45K
$2.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.27% |
$5.68K - $7.83K
|
9.93K
$3.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-27- 0.87% |
$5.68K - $7.83K
|
3.08K
$959K
|
|
|
Aug 12, 2025
Q2 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-27- 1.37% |
$5.68K - $7.83K
|
1.94K
$604K
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-27- 0.08% |
$5.68K - $7.83K
|
32.8K
$10.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-28- 0.04% |
$5.89K - $8.12K
|
77.3K
$24.1M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-28- 0.63% |
$5.89K - $8.12K
|
4.41K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-28- 2.51% |
$5.89K - $8.12K
|
1.09K
$339K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-28- 1.1% |
$5.89K - $8.12K
|
2.53K
$788K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-28- 3.74% |
$5.89K - $8.12K
|
721
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-28- 1.57% |
$5.89K - $8.12K
|
1.76K
$547K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-29- 0.06% |
$6.1K - $8.41K
|
52.1K
$16.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-29- 0.09% |
$6.1K - $8.41K
|
33.2K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-29- 0.16% |
$6.1K - $8.41K
|
17.9K
$5.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-29- 1.75% |
$6.1K - $8.41K
|
1.63K
$508K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-30- 0.57% |
$6.31K - $8.7K
|
5.26K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-30- 0.23% |
$6.31K - $8.7K
|
13.2K
$4.12M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-30- 0.15% |
$6.31K - $8.7K
|
19.8K
$6.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-30- 0.98% |
$6.31K - $8.7K
|
3.03K
$944K
|