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 31, 2025
Q2 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-92- 7.03% |
$19.3K - $26.7K
|
1.22K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-92- 4.49% |
$19.3K - $26.7K
|
1.96K
$609K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-93- 0.35% |
$19.6K - $27K
|
26.2K
$8.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-93- 0.33% |
$19.6K - $27K
|
28K
$8.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-93- 6.13% |
$19.6K - $27K
|
1.43K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-93- 2.6% |
$19.6K - $27K
|
3.48K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-93- 1.11% |
$19.6K - $27K
|
8.29K
$2.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-94- 0.08% |
$19.8K - $27.3K
|
113K
$35.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-94- 3.86% |
$19.8K - $27.3K
|
2.34K
$729K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-94- 1.22% |
$19.8K - $27.3K
|
7.62K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-95- 2.27% |
$20K - $27.5K
|
4.1K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-95- 4.91% |
$20K - $27.5K
|
1.84K
$573K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-95- 0.54% |
$20K - $27.5K
|
17.4K
$5.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-95- 0.31% |
$20K - $27.5K
|
31K
$9.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-95- 2.95% |
$20K - $27.5K
|
3.12K
$974K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-96- 6.35% |
$20.2K - $27.8K
|
1.42K
$441K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-96- 2.06% |
$20.2K - $27.8K
|
4.56K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-96- 0.81% |
$20.2K - $27.8K
|
11.8K
$3.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-97- 14.33% |
$20.4K - $28.1K
|
580
$181K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-97- 0.44% |
$20.4K - $28.1K
|
22.2K
$6.91M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-97- 0.84% |
$20.4K - $28.1K
|
11.4K
$3.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-97- 0.97% |
$20.4K - $28.1K
|
9.88K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-97- 10.21% |
$20.4K - $28.1K
|
853
$266K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-98- 4.14% |
$20.6K - $28.4K
|
2.27K
$707K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-98- 0.9% |
$20.6K - $28.4K
|
10.7K
$3.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-98- 1.41% |
$20.6K - $28.4K
|
6.83K
$2.13M
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
SELL
|
- |
-99- 0.45% |
$20.8K - $28.7K
|
22.1K
$6.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-99- 5.22% |
$20.8K - $28.7K
|
1.8K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-99- 0.96% |
$20.8K - $28.7K
|
10.2K
$3.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-100- 1.21% |
$21K - $29K
|
8.19K
$2.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-100- 9.09% |
$21K - $29K
|
1K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-100- 3.63% |
$21K - $29K
|
2.66K
$828K
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-100- 3.21% |
$21K - $29K
|
3.02K
$940K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-100- 7.73% |
$21K - $29K
|
1.19K
$372K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-100- 1.32% |
$21K - $29K
|
7.5K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-100- 0.16% |
$21K - $29K
|
61.3K
$19.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-100- 4.0% |
$21K - $29K
|
2.4K
$749K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.52% |
$21K - $29K
|
6.5K
$2.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-100- 11.93% |
$21K - $29K
|
738
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-100- 4.03% |
$21K - $29K
|
2.38K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-101- 3.69% |
$21.2K - $29.3K
|
2.63K
$821K
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-101- 0.43% |
$21.2K - $29.3K
|
23.3K
$7.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-101- 9.3% |
$21.2K - $29.3K
|
985
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-102- 1.99% |
$21.4K - $29.6K
|
5.02K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-104- 1.06% |
$21.9K - $30.2K
|
9.7K
$3.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-106- 0.19% |
$22.3K - $30.7K
|
56K
$17.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-106- 2.12% |
$22.3K - $30.7K
|
4.91K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-106- 0.57% |
$22.3K - $30.7K
|
18.4K
$5.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-107- 2.87% |
$22.5K - $31K
|
3.63K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-108- 3.72% |
$22.7K - $31.3K
|
2.79K
$871K
|