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 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-156- 0.65% |
$32.8K - $45.2K
|
23.8K
$7.41M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-156- 2.48% |
$32.8K - $45.2K
|
6.15K
$1.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-157- 14.7% |
$33K - $45.5K
|
911
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.61% |
$33.2K - $45.8K
|
26K
$8.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-158- 1.73% |
$33.2K - $45.8K
|
8.98K
$2.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-159- 4.72% |
$33.4K - $46.1K
|
3.21K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-159- 1.44% |
$33.4K - $46.1K
|
10.9K
$3.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-160- 1.51% |
$33.6K - $46.4K
|
10.4K
$3.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-160- 0.32% |
$33.6K - $46.4K
|
50.5K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-160- 10.95% |
$33.6K - $46.4K
|
1.3K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-160- 1.93% |
$33.6K - $46.4K
|
8.11K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-161- 5.02% |
$33.9K - $46.7K
|
3.05K
$950K
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-162- 0.32% |
$34.1K - $47K
|
50.8K
$15.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-162- 0.52% |
$34.1K - $47K
|
30.7K
$9.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-162- 1.68% |
$34.1K - $47K
|
9.47K
$2.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-163- 12.75% |
$34.3K - $47.3K
|
1.12K
$348K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-163- 13.4% |
$34.3K - $47.3K
|
1.05K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-164- 1.03% |
$34.5K - $47.5K
|
15.8K
$4.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-165- 1.15% |
$34.7K - $47.8K
|
14.2K
$4.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-165- 1.87% |
$34.7K - $47.8K
|
8.64K
$2.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-166- 2.39% |
$34.9K - $48.1K
|
6.79K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-166- 1.34% |
$34.9K - $48.1K
|
12.2K
$3.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-166- 1.17% |
$34.9K - $48.1K
|
14K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-168- 1.03% |
$35.3K - $48.7K
|
16.1K
$5.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-168- 1.45% |
$35.3K - $48.7K
|
11.4K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-168- 2.93% |
$35.3K - $48.7K
|
5.57K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-169- 0.19% |
$35.5K - $49K
|
88.9K
$27.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-169- 0.6% |
$35.5K - $49K
|
28K
$8.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-170- 12.92% |
$35.7K - $49.3K
|
1.15K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-171- 1.21% |
$36K - $49.6K
|
14K
$4.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-172- 3.4% |
$36.2K - $49.9K
|
4.89K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-173- 0.59% |
$36.4K - $50.2K
|
29.2K
$9.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-173- 1.11% |
$36.4K - $50.2K
|
15.3K
$4.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-173- 0.71% |
$36.4K - $50.2K
|
24K
$7.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-174- 2.73% |
$36.6K - $50.4K
|
6.2K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-174- 4.93% |
$36.6K - $50.4K
|
3.35K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-175- 0.91% |
$36.8K - $50.7K
|
19.1K
$5.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-175- 13.82% |
$36.8K - $50.7K
|
1.09K
$340K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-175- 45.57% |
$36.8K - $50.7K
|
209
$65.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-177- 1.37% |
$37.2K - $51.3K
|
12.7K
$3.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-177- 1.98% |
$37.2K - $51.3K
|
8.76K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-178- 5.43% |
$37.4K - $51.6K
|
3.1K
$966K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-180- 0.38% |
$37.9K - $52.2K
|
47K
$14.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
SELL
|
- |
-180- 1.73% |
$37.9K - $52.2K
|
10.3K
$3.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-180- 1.4% |
$37.9K - $52.2K
|
12.6K
$3.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-180- 2.29% |
$37.9K - $52.2K
|
7.67K
$2.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-181- 0.08% |
$38.1K - $52.5K
|
228K
$71M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-181- 8.33% |
$38.1K - $52.5K
|
1.99K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-181- 4.98% |
$38.1K - $52.5K
|
3.45K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-182- 0.81% |
$38.3K - $52.8K
|
22.4K
$6.98M
|