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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-207- 17.74% |
$43.5K - $60K
|
960
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-207- 7.22% |
$43.5K - $60K
|
2.66K
$830K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-209- 22.62% |
$43.9K - $60.6K
|
715
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-210- 0.82% |
$44.2K - $60.9K
|
25.4K
$7.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-210- 9.24% |
$44.2K - $60.9K
|
2.06K
$643K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-210- 4.3% |
$44.2K - $60.9K
|
4.67K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-210- 1.55% |
$44.2K - $60.9K
|
13.4K
$4.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-210- 12.92% |
$44.2K - $60.9K
|
1.42K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-211- 5.52% |
$44.4K - $61.2K
|
3.61K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-212- 0.85% |
$44.6K - $61.5K
|
24.8K
$7.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-212- 2.82% |
$44.6K - $61.5K
|
7.31K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-212- 9.01% |
$44.6K - $61.5K
|
2.14K
$667K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-213- 1.66% |
$44.8K - $61.8K
|
12.6K
$3.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
SELL
|
- |
-214- 0.15% |
$45K - $62K
|
144K
$44.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-214- 4.18% |
$45K - $62K
|
4.91K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-214- 3.6% |
$45K - $62K
|
5.73K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-215- 0.72% |
$45.2K - $62.3K
|
29.8K
$9.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-215- 8.41% |
$45.2K - $62.3K
|
2.34K
$730K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-215- 1.11% |
$45.2K - $62.3K
|
19.2K
$5.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-217- 2.14% |
$45.6K - $62.9K
|
9.92K
$3.09M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-218- 1.22% |
$45.8K - $63.2K
|
17.7K
$5.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-218- 4.7% |
$45.8K - $63.2K
|
4.42K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-218- 8.83% |
$45.8K - $63.2K
|
2.25K
$702K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-219- 2.83% |
$46.1K - $63.5K
|
7.51K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-220- 0.74% |
$46.3K - $63.8K
|
29.5K
$9.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-220- 1.31% |
$46.3K - $63.8K
|
16.6K
$5.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-220- 3.94% |
$46.3K - $63.8K
|
5.37K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
SELL
|
- |
-221- 0.37% |
$46.5K - $64.1K
|
59.8K
$18.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-223- 13.44% |
$46.9K - $64.6K
|
1.44K
$448K
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-223- 0.84% |
$46.9K - $64.6K
|
26.5K
$8.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-223- 7.69% |
$46.9K - $64.6K
|
2.68K
$834K
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-225- 4.02% |
$47.3K - $65.2K
|
5.38K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-225- 3.92% |
$47.3K - $65.2K
|
5.51K
$1.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-227- 3.82% |
$47.7K - $65.8K
|
5.71K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-227- 24.7% |
$47.7K - $65.8K
|
692
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-228- 91.2% |
$47.9K - $66.1K
|
22
$6.86K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-230- 4.6% |
$48.4K - $66.7K
|
4.77K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-230- 7.13% |
$48.4K - $66.7K
|
3K
$935K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-230- 2.13% |
$48.4K - $66.7K
|
10.5K
$3.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-231- 1.67% |
$48.6K - $67K
|
13.6K
$4.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-231- 1.05% |
$48.6K - $67K
|
21.7K
$6.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-235- 0.56% |
$49.4K - $68.1K
|
41.9K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-235- 11.3% |
$49.4K - $68.1K
|
1.85K
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-236- 4.62% |
$49.6K - $68.4K
|
4.87K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-236- 0.59% |
$49.6K - $68.4K
|
39.7K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-237- 1.71% |
$49.8K - $68.7K
|
13.6K
$4.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-240- 13.25% |
$50.5K - $69.6K
|
1.57K
$490K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-240- 1.67% |
$50.5K - $69.6K
|
14.1K
$4.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-240- 1.77% |
$50.5K - $69.6K
|
13.3K
$4.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-240- 3.24% |
$50.5K - $69.6K
|
7.17K
$2.23M
|