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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25.6K+ 713.98% |
$5.38M - $7.42M
|
29.2K
$9.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.8K+ 2.76% |
$5.21M - $7.18M
|
922K
$285M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
24.7K+ 9.44% |
$5.2M - $7.17M
|
287K
$88.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
24.6K+ 217.73% |
$5.16M - $7.12M
|
35.8K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Capital Pty LTD
Sydney, C3 |
BUY
|
- |
24.5KNew |
$5.14M - $7.09M
|
24.5K
$7.56M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
24.1K+ 2.67% |
$5.07M - $6.99M
|
926K
$286M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
23.9K+ 6.49% |
$5.02M - $6.93M
|
392K
$121M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
23.8K+ 7.35% |
$5M - $6.89M
|
347K
$107M
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
23.7K+ 13.12% |
$4.99M - $6.88M
|
205K
$63.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23.5K+ 2.92% |
$4.94M - $6.81M
|
828K
$256M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.4K+ 11.26% |
$4.93M - $6.79M
|
232K
$71.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23.3K+ 11.69% |
$4.9M - $6.76M
|
223K
$68.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
23.2K+ 36.46% |
$4.89M - $6.74M
|
87K
$26.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
23.2KNew |
$4.89M - $6.74M
|
23.2K
$7.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
23K+ 575000.0% |
$4.84M - $6.67M
|
23K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
22.8K+ 89.21% |
$4.79M - $6.6M
|
48.3K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.7K+ 76.19% |
$4.78M - $6.59M
|
52.6K
$16.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.2K+ 36.49% |
$4.68M - $6.45M
|
83.2K
$25.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22K+ 2.3% |
$4.64M - $6.39M
|
979K
$303M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21.8K+ 70.58% |
$4.58M - $6.32M
|
52.7K
$16.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
21.5KNew |
$4.52M - $6.23M
|
21.5K
$6.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
21.4K+ 2.79% |
$4.51M - $6.21M
|
790K
$244M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
21.4KNew |
$4.5M - $6.21M
|
21.4K
$6.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
21.2K+ 3.21% |
$4.47M - $6.16M
|
684K
$211M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
21.1K+ 6.07% |
$4.43M - $6.11M
|
368K
$114M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21K+ 8.63% |
$4.41M - $6.08M
|
264K
$81.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
20.9KNew |
$4.39M - $6.06M
|
20.9K
$6.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
20.1KNew |
$4.23M - $5.83M
|
20.1K
$6.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
20K+ 57.58% |
$4.2M - $5.8M
|
54.7K
$16.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.8K+ 17.4% |
$4.17M - $5.74M
|
134K
$41.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
19.8K+ 3.7% |
$4.17M - $5.74M
|
556K
$172M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
19.8K+ 4.0% |
$4.16M - $5.73M
|
513K
$159M
|
|
|
Aug 14, 2025
Q2 2025
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
19.7KNew |
$4.14M - $5.7M
|
19.7K
$6.08M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
19.3K+ 32.83% |
$4.05M - $5.58M
|
77.9K
$24.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.1K+ 2.87% |
$4.02M - $5.55M
|
686K
$212M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
19.1KNew |
$4.01M - $5.52M
|
19.1K
$5.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
19KNew |
$4M - $5.52M
|
19K
$5.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
19K+ 75.17% |
$3.99M - $5.5M
|
44.2K
$13.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
19K+ 10.45% |
$3.99M - $5.5M
|
200K
$61.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
18.9K+ 2.27% |
$3.98M - $5.49M
|
854K
$264M
|
|
|
Aug 07, 2025
Q2 2025
|
Wisconsin Capital Management LLC
|
BUY
|
- |
18.9KNew |
$3.97M - $5.47M
|
18.9K
$5.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.6KNew |
$3.9M - $5.38M
|
18.6K
$5.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.8KNew |
$3.75M - $5.17M
|
17.8K
$5.51M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
17.8K+ 530.16% |
$3.73M - $5.15M
|
21.1K
$6.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17.6K+ 19.58% |
$3.71M - $5.12M
|
108K
$33.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
17K+ 212.93% |
$3.58M - $4.93M
|
25K
$7.72M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
16.9K+ 13.91% |
$3.55M - $4.89M
|
138K
$42.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
16.8K+ 42.46% |
$3.52M - $4.86M
|
56.2K
$17.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.6K+ 15.42% |
$3.49M - $4.82M
|
124K
$38.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
16.6K+ 7.94% |
$3.48M - $4.8M
|
225K
$69.5M
|