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 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-109- 4.89% |
$22.9K - $31.6K
|
2.12K
$662K
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-109- 5.7% |
$22.9K - $31.6K
|
1.8K
$562K
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-110- 1.11% |
$23.1K - $31.9K
|
9.84K
$3.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-111- 0.22% |
$23.3K - $32.2K
|
49.4K
$15.4M
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-112- 0.46% |
$23.6K - $32.5K
|
24.3K
$7.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-112- 6.2% |
$23.6K - $32.5K
|
1.7K
$528K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-112- 1.31% |
$23.6K - $32.5K
|
8.43K
$2.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-113- 3.94% |
$23.8K - $32.8K
|
2.76K
$859K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-113- 6.69% |
$23.8K - $32.8K
|
1.58K
$491K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-113- 5.06% |
$23.8K - $32.8K
|
2.12K
$660K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-113- 0.81% |
$23.8K - $32.8K
|
13.9K
$4.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-113- 1.16% |
$23.8K - $32.8K
|
9.62K
$3M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-113- 3.06% |
$23.8K - $32.8K
|
3.58K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-114- 0.5% |
$24K - $33K
|
22.9K
$7.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-114- 9.29% |
$24K - $33K
|
1.11K
$347K
|
|
|
Aug 04, 2025
Q2 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-114- 0.4% |
$24K - $33K
|
28.4K
$8.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-114- 8.43% |
$24K - $33K
|
1.24K
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-115- 4.4% |
$24.2K - $33.3K
|
2.5K
$779K
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-115- 0.94% |
$24.2K - $33.3K
|
12.1K
$3.78M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-116- 0.69% |
$24.4K - $33.6K
|
16.6K
$5.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-116- 0.72% |
$24.4K - $33.6K
|
15.9K
$4.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-118- 0.83% |
$24.8K - $34.2K
|
14K
$4.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-118- 3.63% |
$24.8K - $34.2K
|
3.13K
$976K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-119- 8.01% |
$25K - $34.5K
|
1.37K
$426K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-119- 0.15% |
$25K - $34.5K
|
79.9K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-119- 3.97% |
$25K - $34.5K
|
2.88K
$898K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-120- 0.53% |
$25.2K - $34.8K
|
22.6K
$7.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-120- 1.75% |
$25.2K - $34.8K
|
6.74K
$2.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-120- 0.71% |
$25.2K - $34.8K
|
16.8K
$5.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-120- 0.49% |
$25.2K - $34.8K
|
24.2K
$7.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-121- 0.5% |
$25.4K - $35.1K
|
24.3K
$7.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-121- 5.66% |
$25.4K - $35.1K
|
2.02K
$629K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-121- 4.81% |
$25.4K - $35.1K
|
2.39K
$746K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-122- 0.71% |
$25.7K - $35.4K
|
17K
$5.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-122- 0.19% |
$25.7K - $35.4K
|
64.3K
$20M
|
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-122- 9.31% |
$25.7K - $35.4K
|
1.19K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-123- 2.34% |
$25.9K - $35.7K
|
5.14K
$1.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-124- 14.61% |
$26.1K - $35.9K
|
725
$226K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-124- 2.01% |
$26.1K - $35.9K
|
6.04K
$1.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-124- 6.61% |
$26.1K - $35.9K
|
1.75K
$546K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-124- 2.39% |
$26.1K - $35.9K
|
5.07K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-124- 0.75% |
$26.1K - $35.9K
|
16.3K
$5.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-124- 2.98% |
$26.1K - $35.9K
|
4.04K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-125- 5.76% |
$26.3K - $36.2K
|
2.05K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-125- 1.38% |
$26.3K - $36.2K
|
8.9K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-127- 0.71% |
$26.7K - $36.8K
|
17.6K
$5.5M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-127- 5.78% |
$26.7K - $36.8K
|
2.07K
$645K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-127- 5.82% |
$26.7K - $36.8K
|
2.06K
$641K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-128- 1.13% |
$26.9K - $37.1K
|
11.2K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-128- 1.74% |
$26.9K - $37.1K
|
7.22K
$2.25M
|