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 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8+ 0.15% |
$1.68K - $2.32K
|
5.35K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
5+ 0.14% |
$1.05K - $1.45K
|
3.6K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$841 - $1.16K
|
2.76K
$781K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$631 - $870
|
2.03K
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.09% |
$631 - $870
|
3.21K
$910K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3+ 0.03% |
$631 - $870
|
11.2K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
2+ 0.09% |
$421 - $580
|
2.35K
$665K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.16% |
$421 - $580
|
1.22K
$346K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.16% |
$421 - $580
|
1.29K
$364K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$421 - $580
|
1.18K
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2+ 0.11% |
$421 - $580
|
1.77K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.09% |
$1.68K - $2.32K
|
8.88K
$2.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-9- 0.08% |
$1.89K - $2.61K
|
10.7K
$3.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11- 0.92% |
$2.31K - $3.19K
|
1.19K
$336K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 0.43% |
$2.94K - $4.06K
|
3.27K
$927K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-15- 0.48% |
$3.15K - $4.35K
|
3.14K
$889K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-15- 7.5% |
$3.15K - $4.35K
|
185
$52.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-16- 0.98% |
$3.36K - $4.64K
|
1.61K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-17- 0.2% |
$3.57K - $4.93K
|
8.67K
$2.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-19- 2.07% |
$4K - $5.51K
|
897
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-20- 0.21% |
$4.21K - $5.8K
|
9.31K
$2.64M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-22- 0.11% |
$4.63K - $6.38K
|
20.3K
$5.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-23- 0.11% |
$4.84K - $6.67K
|
20.8K
$5.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-25- 1.18% |
$5.26K - $7.25K
|
2.09K
$591K
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-25- 2.92% |
$5.26K - $7.25K
|
830
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-26- 0.36% |
$5.47K - $7.54K
|
7.2K
$2.04M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-28- 0.63% |
$5.89K - $8.12K
|
4.41K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-28- 0.04% |
$5.89K - $8.12K
|
77.3K
$21.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-28- 2.51% |
$5.89K - $8.12K
|
1.09K
$308K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-29- 0.06% |
$6.1K - $8.41K
|
52.1K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-30- 0.23% |
$6.31K - $8.7K
|
13.2K
$3.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-30- 0.57% |
$6.31K - $8.7K
|
5.26K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-33- 1.59% |
$6.94K - $9.57K
|
2.04K
$578K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-33- 1.04% |
$6.94K - $9.57K
|
3.14K
$888K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-35- 0.7% |
$7.36K - $10.1K
|
4.99K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-42- 0.98% |
$8.83K - $12.2K
|
4.25K
$1.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-42- 0.17% |
$8.83K - $12.2K
|
24.8K
$7.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-50- 2.2% |
$10.5K - $14.5K
|
2.22K
$630K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-50- 5.35% |
$10.5K - $14.5K
|
884
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-51- 0.5% |
$10.7K - $14.8K
|
10.1K
$2.86M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.04% |
$10.7K - $14.8K
|
4.87K
$1.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-52- 1.35% |
$10.9K - $15.1K
|
3.8K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-55- 1.0% |
$11.6K - $15.9K
|
5.44K
$1.54M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-61- 0.97% |
$12.8K - $17.7K
|
6.23K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-64- 0.87% |
$13.5K - $18.6K
|
7.26K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-67- 3.69% |
$14.1K - $19.4K
|
1.75K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-69- 5.09% |
$14.5K - $20K
|
1.29K
$364K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-69- 4.4% |
$14.5K - $20K
|
1.5K
$424K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-70- 0.84% |
$14.7K - $20.3K
|
8.29K
$2.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-74- 6.24% |
$15.6K - $21.5K
|
1.11K
$315K
|