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 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-60- 1.94% |
$12.6K - $17.4K
|
3.03K
$944K
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-60- 6.27% |
$12.6K - $17.4K
|
897
$280K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-61- 0.97% |
$12.8K - $17.7K
|
6.23K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-61- 0.44% |
$12.8K - $17.7K
|
13.9K
$4.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-63- 3.37% |
$13.2K - $18.3K
|
1.81K
$564K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-63- 5.46% |
$13.2K - $18.3K
|
1.09K
$340K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-64- 0.87% |
$13.5K - $18.6K
|
7.26K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-64- 3.1% |
$13.5K - $18.6K
|
2K
$623K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-64- 1.09% |
$13.5K - $18.6K
|
5.8K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-64- 1.5% |
$13.5K - $18.6K
|
4.19K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-65- 1.36% |
$13.7K - $18.8K
|
4.7K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-65- 3.35% |
$13.7K - $18.8K
|
1.88K
$585K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-65- 0.27% |
$13.7K - $18.8K
|
24K
$7.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66- 0.59% |
$13.9K - $19.1K
|
11.1K
$3.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-66- 1.56% |
$13.9K - $19.1K
|
4.15K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-66- 3.36% |
$13.9K - $19.1K
|
1.9K
$592K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-66- 0.76% |
$13.9K - $19.1K
|
8.6K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-67- 3.69% |
$14.1K - $19.4K
|
1.75K
$545K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-67- 0.24% |
$14.1K - $19.4K
|
27.9K
$8.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-67- 6.13% |
$14.1K - $19.4K
|
1.03K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-67- 0.62% |
$14.1K - $19.4K
|
10.7K
$3.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-67- 0.43% |
$14.1K - $19.4K
|
15.4K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-67- 2.54% |
$14.1K - $19.4K
|
2.57K
$802K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-68- 1.05% |
$14.3K - $19.7K
|
6.41K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-68- 1.93% |
$14.3K - $19.7K
|
3.45K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-69- 4.4% |
$14.5K - $20K
|
1.5K
$467K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-69- 5.09% |
$14.5K - $20K
|
1.29K
$401K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-69- 0.03% |
$14.5K - $20K
|
246K
$76.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-70- 1.17% |
$14.7K - $20.3K
|
5.94K
$1.85M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-70- 0.84% |
$14.7K - $20.3K
|
8.29K
$2.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-70- 0.39% |
$14.7K - $20.3K
|
17.9K
$5.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-70- 0.19% |
$14.7K - $20.3K
|
36.5K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-71- 0.85% |
$14.9K - $20.6K
|
8.29K
$2.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-71- 2.87% |
$14.9K - $20.6K
|
2.4K
$748K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-71- 0.77% |
$14.9K - $20.6K
|
9.19K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-72- 0.73% |
$15.1K - $20.9K
|
9.85K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-72- 0.39% |
$15.1K - $20.9K
|
18.4K
$5.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-73- 0.73% |
$15.4K - $21.2K
|
9.95K
$3.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-73- 0.49% |
$15.4K - $21.2K
|
14.8K
$4.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-73- 18.91% |
$15.4K - $21.2K
|
313
$97.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-73- 1.61% |
$15.4K - $21.2K
|
4.47K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-73- 50.69% |
$15.4K - $21.2K
|
71
$22.1K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-73- 3.33% |
$15.4K - $21.2K
|
2.12K
$661K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-74- 6.24% |
$15.6K - $21.5K
|
1.11K
$347K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-74- 1.43% |
$15.6K - $21.5K
|
5.11K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-74- 0.16% |
$15.6K - $21.5K
|
45.9K
$14.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-75- 9.96% |
$15.8K - $21.7K
|
678
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-75- 0.34% |
$15.8K - $21.7K
|
22.3K
$6.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-75- 3.88% |
$15.8K - $21.7K
|
1.86K
$579K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-75- 0.68% |
$15.8K - $21.7K
|
10.9K
$3.4M
|