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 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-182- 0.28% |
$38.3K - $52.8K
|
64.6K
$20.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-182- 3.36% |
$38.3K - $52.8K
|
5.24K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-182- 4.43% |
$38.3K - $52.8K
|
3.92K
$1.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-183- 0.83% |
$38.5K - $53.1K
|
21.9K
$6.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-183- 3.06% |
$38.5K - $53.1K
|
5.79K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-183- 0.87% |
$38.5K - $53.1K
|
20.8K
$6.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-183- 2.35% |
$38.5K - $53.1K
|
7.61K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-183- 3.14% |
$38.5K - $53.1K
|
5.65K
$1.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-183- 6.24% |
$38.5K - $53.1K
|
2.75K
$857K
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-184- 3.83% |
$38.7K - $53.3K
|
4.62K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-184- 3.8% |
$38.7K - $53.3K
|
4.66K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-185- 2.05% |
$38.9K - $53.6K
|
8.83K
$2.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-185- 2.26% |
$38.9K - $53.6K
|
7.99K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-185- 0.06% |
$38.9K - $53.6K
|
316K
$98.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-186- 1.02% |
$39.1K - $53.9K
|
18.1K
$5.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-186- 12.93% |
$39.1K - $53.9K
|
1.25K
$390K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-186- 5.43% |
$39.1K - $53.9K
|
3.24K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-187- 1.56% |
$39.3K - $54.2K
|
11.8K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-187- 2.79% |
$39.3K - $54.2K
|
6.52K
$2.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-187- 1.58% |
$39.3K - $54.2K
|
11.6K
$3.63M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-188- 0.55% |
$39.5K - $54.5K
|
33.9K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-188- 4.84% |
$39.5K - $54.5K
|
3.7K
$1.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-189- 0.12% |
$39.7K - $54.8K
|
156K
$48.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-190- 7.92% |
$40K - $55.1K
|
2.21K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-190- 0.56% |
$40K - $55.1K
|
33.9K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-191- 6.23% |
$40.2K - $55.4K
|
2.88K
$897K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-191- 2.87% |
$40.2K - $55.4K
|
6.47K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-193- 3.24% |
$40.6K - $56K
|
5.76K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-194- 4.35% |
$40.8K - $56.2K
|
4.27K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-195- 10.69% |
$41K - $56.5K
|
1.63K
$508K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-195- 0.73% |
$41K - $56.5K
|
26.7K
$8.32M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-196- 15.19% |
$41.2K - $56.8K
|
1.09K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-196- 1.19% |
$41.2K - $56.8K
|
16.3K
$5.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-197- 9.55% |
$41.4K - $57.1K
|
1.87K
$582K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-198- 4.82% |
$41.6K - $57.4K
|
3.91K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-198- 2.02% |
$41.6K - $57.4K
|
9.62K
$3M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-200- 3.14% |
$42.1K - $58K
|
6.16K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-200- 0.23% |
$42.1K - $58K
|
86.1K
$26.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-202- 13.85% |
$42.5K - $58.6K
|
1.26K
$392K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-202- 0.21% |
$42.5K - $58.6K
|
96.8K
$30.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-202- 1.5% |
$42.5K - $58.6K
|
13.3K
$4.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-204- 1.49% |
$42.9K - $59.1K
|
13.5K
$4.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-205- 0.25% |
$43.1K - $59.4K
|
82.6K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-205- 3.74% |
$43.1K - $59.4K
|
5.27K
$1.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-206- 0.6% |
$43.3K - $59.7K
|
34.3K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-206- 64.98% |
$43.3K - $59.7K
|
111
$34.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-207- 4.82% |
$43.5K - $60K
|
4.08K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-207- 0.48% |
$43.5K - $60K
|
43.1K
$13.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-207- 11.4% |
$43.5K - $60K
|
1.61K
$502K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-207- 0.83% |
$43.5K - $60K
|
24.6K
$7.66M
|