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 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-75- 2.74% |
$15.8K - $21.7K
|
2.67K
$831K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-75- 0.75% |
$15.8K - $21.7K
|
9.87K
$3.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-75- 0.02% |
$15.8K - $21.7K
|
401K
$125M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-75- 0.42% |
$15.8K - $21.7K
|
18K
$5.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-75- 0.41% |
$15.8K - $21.7K
|
18.3K
$5.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-75- 3.56% |
$15.8K - $21.7K
|
2.03K
$634K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-75- 1.17% |
$15.8K - $21.7K
|
6.36K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-76- 9.19% |
$16K - $22K
|
751
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-76- 0.25% |
$16K - $22K
|
30.7K
$9.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-77- 3.36% |
$16.2K - $22.3K
|
2.22K
$691K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-77- 2.96% |
$16.2K - $22.3K
|
2.52K
$786K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-77- 0.84% |
$16.2K - $22.3K
|
9.05K
$2.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-77- 4.01% |
$16.2K - $22.3K
|
1.84K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-77- 0.91% |
$16.2K - $22.3K
|
8.36K
$2.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-78- 1.54% |
$16.4K - $22.6K
|
4.98K
$1.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-78- 4.42% |
$16.4K - $22.6K
|
1.69K
$526K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-78- 2.41% |
$16.4K - $22.6K
|
3.16K
$986K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-79- 0.99% |
$16.6K - $22.9K
|
7.91K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-79- 7.4% |
$16.6K - $22.9K
|
989
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-80- 0.44% |
$16.8K - $23.2K
|
18.1K
$5.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-80- 1.41% |
$16.8K - $23.2K
|
5.61K
$1.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-80- 4.49% |
$16.8K - $23.2K
|
1.7K
$531K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-80- 0.56% |
$16.8K - $23.2K
|
14.2K
$4.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-81- 0.67% |
$17K - $23.5K
|
11.9K
$3.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-81- 0.96% |
$17K - $23.5K
|
8.36K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-82- 1.47% |
$17.2K - $23.8K
|
5.51K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-82- 1.48% |
$17.2K - $23.8K
|
5.46K
$1.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-82- 3.55% |
$17.2K - $23.8K
|
2.23K
$694K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-83- 0.28% |
$17.5K - $24.1K
|
29.6K
$9.23M
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-83- 2.37% |
$17.5K - $24.1K
|
3.41K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-83- 5.69% |
$17.5K - $24.1K
|
1.38K
$429K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-84- 7.46% |
$17.7K - $24.4K
|
1.04K
$325K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-84- 0.88% |
$17.7K - $24.4K
|
9.49K
$2.96M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-85- 3.98% |
$17.9K - $24.6K
|
2.05K
$639K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-85- 0.92% |
$17.9K - $24.6K
|
9.18K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-85- 1.99% |
$17.9K - $24.6K
|
4.18K
$1.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-86- 4.53% |
$18.1K - $24.9K
|
1.81K
$565K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-86- 0.56% |
$18.1K - $24.9K
|
15.3K
$4.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-87- 6.02% |
$18.3K - $25.2K
|
1.36K
$424K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-87- 0.71% |
$18.3K - $25.2K
|
12.2K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-88- 1.33% |
$18.5K - $25.5K
|
6.54K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-89- 0.48% |
$18.7K - $25.8K
|
18.3K
$5.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-89- 1.95% |
$18.7K - $25.8K
|
4.48K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-90- 2.35% |
$18.9K - $26.1K
|
3.74K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-90- 0.22% |
$18.9K - $26.1K
|
41.7K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-90- 1.72% |
$18.9K - $26.1K
|
5.14K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-90- 3.01% |
$18.9K - $26.1K
|
2.9K
$904K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-91- 7.36% |
$19.1K - $26.4K
|
1.15K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-91- 3.17% |
$19.1K - $26.4K
|
2.78K
$866K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-92- 3.56% |
$19.3K - $26.7K
|
2.49K
$776K
|