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
|
City State Bank
Norwalk, IA |
SELL
|
- |
-129- 1.49% |
$27.1K - $37.4K
|
8.54K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-129- 0.6% |
$27.1K - $37.4K
|
21.3K
$6.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-130- 0.83% |
$27.3K - $37.7K
|
15.5K
$4.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-130- 4.33% |
$27.3K - $37.7K
|
2.87K
$896K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-130- 2.04% |
$27.3K - $37.7K
|
6.26K
$1.95M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-130- 7.96% |
$27.3K - $37.7K
|
1.5K
$469K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-130- 1.12% |
$27.3K - $37.7K
|
11.5K
$3.58M
|
|
|
Aug 13, 2025
Q2 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-130- 1.35% |
$27.3K - $37.7K
|
9.51K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-130- 1.5% |
$27.3K - $37.7K
|
8.56K
$2.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-131- 4.11% |
$27.5K - $38K
|
3.05K
$952K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-133- 0.92% |
$28K - $38.6K
|
14.3K
$4.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-133- 0.74% |
$28K - $38.6K
|
17.9K
$5.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-134- 1.91% |
$28.2K - $38.8K
|
6.87K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-136- 2.75% |
$28.6K - $39.4K
|
4.8K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-136- 0.69% |
$28.6K - $39.4K
|
19.7K
$6.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-137- 4.42% |
$28.8K - $39.7K
|
2.96K
$923K
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-137- 0.5% |
$28.8K - $39.7K
|
27.5K
$8.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-139- 1.48% |
$29.2K - $40.3K
|
9.28K
$2.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-139- 1.11% |
$29.2K - $40.3K
|
12.3K
$3.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-139- 0.68% |
$29.2K - $40.3K
|
20.3K
$6.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-140- 0.92% |
$29.4K - $40.6K
|
15.1K
$4.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-140- 0.28% |
$29.4K - $40.6K
|
49.6K
$15.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-140- 12.9% |
$29.4K - $40.6K
|
945
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-140- 0.7% |
$29.4K - $40.6K
|
19.8K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-140- 1.52% |
$29.4K - $40.6K
|
9.06K
$2.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-141- 2.8% |
$29.6K - $40.9K
|
4.89K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-141- 4.14% |
$29.6K - $40.9K
|
3.27K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-141- 1.61% |
$29.6K - $40.9K
|
8.6K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-142- 1.3% |
$29.9K - $41.2K
|
10.8K
$3.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-144- 0.32% |
$30.3K - $41.7K
|
45.4K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-145- 1.64% |
$30.5K - $42K
|
8.67K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-145- 1.44% |
$30.5K - $42K
|
9.91K
$3.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-146- 3.62% |
$30.7K - $42.3K
|
3.89K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-146- 1.75% |
$30.7K - $42.3K
|
8.2K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-146- 4.54% |
$30.7K - $42.3K
|
3.07K
$958K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-146- 2.71% |
$30.7K - $42.3K
|
5.24K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-147- 0.74% |
$30.9K - $42.6K
|
19.8K
$6.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-150- 2.06% |
$31.5K - $43.5K
|
7.14K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-150- 2.1% |
$31.5K - $43.5K
|
6.99K
$2.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-150- 1.39% |
$31.5K - $43.5K
|
10.7K
$3.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-151- 0.27% |
$31.8K - $43.8K
|
56.7K
$17.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-151- 9.11% |
$31.8K - $43.8K
|
1.51K
$470K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-151- 6.82% |
$31.8K - $43.8K
|
2.06K
$643K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-151- 1.65% |
$31.8K - $43.8K
|
9K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-151- 0.67% |
$31.8K - $43.8K
|
22.4K
$6.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-153- 5.82% |
$32.2K - $44.4K
|
2.48K
$772K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-154- 0.99% |
$32.4K - $44.6K
|
15.3K
$4.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-155- 0.93% |
$32.6K - $44.9K
|
16.4K
$5.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-155- 5.28% |
$32.6K - $44.9K
|
2.78K
$867K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-156- 2.58% |
$32.8K - $45.2K
|
5.9K
$1.84M
|