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 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-30- 93.75% |
$6.31K - $8.7K
|
2
$624
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-31- 0.15% |
$6.52K - $8.99K
|
20.8K
$6.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-31- 1.13% |
$6.52K - $8.99K
|
2.72K
$847K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 0.65% |
$6.73K - $9.28K
|
4.9K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-32- 0.47% |
$6.73K - $9.28K
|
6.8K
$2.12M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-33- 1.04% |
$6.94K - $9.57K
|
3.14K
$977K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-33- 1.59% |
$6.94K - $9.57K
|
2.04K
$637K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-33- 1.0% |
$6.94K - $9.57K
|
3.27K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-33- 0.35% |
$6.94K - $9.57K
|
9.43K
$2.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-33- 2.42% |
$6.94K - $9.57K
|
1.33K
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-33- 0.88% |
$6.94K - $9.57K
|
3.73K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-34- 0.32% |
$7.15K - $9.86K
|
10.6K
$3.32M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-35- 0.7% |
$7.36K - $10.1K
|
4.99K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-35- 1.7% |
$7.36K - $10.1K
|
2.02K
$630K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-35- 0.64% |
$7.36K - $10.1K
|
5.43K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-35- 0.42% |
$7.36K - $10.1K
|
8.23K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-35- 5.44% |
$7.36K - $10.1K
|
608
$190K
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-35- 2.24% |
$7.36K - $10.1K
|
1.53K
$477K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-36- 0.2% |
$7.57K - $10.4K
|
17.9K
$5.58M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-36- 2.81% |
$7.57K - $10.4K
|
1.24K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36- 0.53% |
$7.57K - $10.4K
|
6.82K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-37- 1.9% |
$7.78K - $10.7K
|
1.91K
$596K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-37- 1.42% |
$7.78K - $10.7K
|
2.57K
$802K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-37- 8.06% |
$7.78K - $10.7K
|
422
$132K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-37- 1.83% |
$7.78K - $10.7K
|
1.99K
$619K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-38- 3.82% |
$7.99K - $11K
|
958
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-38- 1.05% |
$7.99K - $11K
|
3.59K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-38- 3.24% |
$7.99K - $11K
|
1.14K
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-38- 0.67% |
$7.99K - $11K
|
5.6K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-38- 3.17% |
$7.99K - $11K
|
1.16K
$361K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-39- 1.7% |
$8.2K - $11.3K
|
2.26K
$703K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-40- 8.53% |
$8.41K - $11.6K
|
429
$134K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-40- 0.8% |
$8.41K - $11.6K
|
4.94K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-40- 3.61% |
$8.41K - $11.6K
|
1.07K
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-40- 62.5% |
$8.41K - $11.6K
|
24
$7.48K
|
|
|
Aug 14, 2025
Q2 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-40- 0.38% |
$8.41K - $11.6K
|
10.6K
$3.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-41- 1.6% |
$8.62K - $11.9K
|
2.52K
$784K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-41- 0.48% |
$8.62K - $11.9K
|
8.59K
$2.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-41- 0.39% |
$8.62K - $11.9K
|
10.5K
$3.26M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-41- 0.24% |
$8.62K - $11.9K
|
17.3K
$5.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-41- 1.45% |
$8.62K - $11.9K
|
2.8K
$872K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-42- 0.17% |
$8.83K - $12.2K
|
24.8K
$7.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-42- 0.98% |
$8.83K - $12.2K
|
4.25K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-42- 0.76% |
$8.83K - $12.2K
|
5.51K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-42- 3.75% |
$8.83K - $12.2K
|
1.08K
$336K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-42- 4.38% |
$8.83K - $12.2K
|
917
$286K
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-42- 0.34% |
$8.83K - $12.2K
|
12.2K
$3.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-43- 0.43% |
$9.04K - $12.5K
|
9.99K
$3.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-44- 1.3% |
$9.25K - $12.8K
|
3.35K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-45- 1.28% |
$9.46K - $13K
|
3.48K
$1.08M
|