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
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-45- 0.09% |
$9.46K - $13K
|
50.3K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-46- 2.39% |
$9.67K - $13.3K
|
1.88K
$586K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-46- 0.91% |
$9.67K - $13.3K
|
4.99K
$1.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-46- 1.63% |
$9.67K - $13.3K
|
2.77K
$864K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-46- 2.48% |
$9.67K - $13.3K
|
1.81K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-46- 0.99% |
$9.67K - $13.3K
|
4.61K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-46- 0.1% |
$9.67K - $13.3K
|
48.1K
$15M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-46- 5.09% |
$9.67K - $13.3K
|
858
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-48- 0.2% |
$10.1K - $13.9K
|
23.7K
$7.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-49- 0.46% |
$10.3K - $14.2K
|
10.7K
$3.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-49- 3.47% |
$10.3K - $14.2K
|
1.37K
$426K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-49- 0.26% |
$10.3K - $14.2K
|
19K
$5.93M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-49- 2.5% |
$10.3K - $14.2K
|
1.91K
$596K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-50- 2.2% |
$10.5K - $14.5K
|
2.22K
$693K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-50- 5.35% |
$10.5K - $14.5K
|
884
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-50- 5.49% |
$10.5K - $14.5K
|
861
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-50- 0.75% |
$10.5K - $14.5K
|
6.66K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-50- 2.14% |
$10.5K - $14.5K
|
2.29K
$713K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-50- 0.96% |
$10.5K - $14.5K
|
5.15K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-50- 1.24% |
$10.5K - $14.5K
|
3.98K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-50- 0.5% |
$10.5K - $14.5K
|
9.93K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-50- 0.15% |
$10.5K - $14.5K
|
34.4K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-50- 0.66% |
$10.5K - $14.5K
|
7.53K
$2.35M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.04% |
$10.7K - $14.8K
|
4.87K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-51- 0.5% |
$10.7K - $14.8K
|
10.1K
$3.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-51- 1.74% |
$10.7K - $14.8K
|
2.89K
$899K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-51- 0.71% |
$10.7K - $14.8K
|
7.12K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-51- 1.76% |
$10.7K - $14.8K
|
2.85K
$887K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-52- 1.35% |
$10.9K - $15.1K
|
3.8K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 4.92% |
$11.1K - $15.4K
|
1.02K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-54- 0.93% |
$11.4K - $15.7K
|
5.78K
$1.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-54- 0.48% |
$11.4K - $15.7K
|
11.2K
$3.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-55- 1.0% |
$11.6K - $15.9K
|
5.44K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-55- 1.27% |
$11.6K - $15.9K
|
4.27K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-55- 2.1% |
$11.6K - $15.9K
|
2.56K
$799K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-55- 0.45% |
$11.6K - $15.9K
|
12.2K
$3.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-56- 0.06% |
$11.8K - $16.2K
|
101K
$31.6M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-56- 0.93% |
$11.8K - $16.2K
|
5.95K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-56- 0.5% |
$11.8K - $16.2K
|
11.3K
$3.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-56- 0.06% |
$11.8K - $16.2K
|
92.4K
$28.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-56- 1.18% |
$11.8K - $16.2K
|
4.71K
$1.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-56- 5.62% |
$11.8K - $16.2K
|
940
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-56- 0.35% |
$11.8K - $16.2K
|
15.9K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-56- 2.97% |
$11.8K - $16.2K
|
1.83K
$571K
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-57- 5.18% |
$12K - $16.5K
|
1.04K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-57- 4.14% |
$12K - $16.5K
|
1.32K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
- |
-57- 0.63% |
$12K - $16.5K
|
9K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-59- 2.15% |
$12.4K - $17.1K
|
2.68K
$835K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-59- 0.26% |
$12.4K - $17.1K
|
22.6K
$7.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-59- 2.47% |
$12.4K - $17.1K
|
2.33K
$726K
|