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 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-240- 5.07% |
$50.5K - $69.6K
|
4.5K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-241- 1.04% |
$50.7K - $69.9K
|
23K
$7.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-242- 0.61% |
$50.9K - $70.2K
|
39.5K
$12.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-243- 1.41% |
$51.1K - $70.4K
|
17K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-243- 1.82% |
$51.1K - $70.4K
|
13.1K
$4.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-244- 14.31% |
$51.3K - $70.7K
|
1.46K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-245- 7.04% |
$51.5K - $71K
|
3.23K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-245- 4.04% |
$51.5K - $71K
|
5.81K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-245- 18.27% |
$51.5K - $71K
|
1.1K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-246- 11.17% |
$51.7K - $71.3K
|
1.96K
$610K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-247- 1.41% |
$51.9K - $71.6K
|
17.3K
$5.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-247- 11.16% |
$51.9K - $71.6K
|
1.97K
$613K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-249- 0.7% |
$52.4K - $72.2K
|
35.1K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-249- 2.5% |
$52.4K - $72.2K
|
9.7K
$3.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-249- 1.06% |
$52.4K - $72.2K
|
23.2K
$7.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Broyhill Asset Management
Charlotte, NC |
SELL
|
- |
-250- 8.08% |
$52.6K - $72.5K
|
2.84K
$887K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-251- 1.94% |
$52.8K - $72.8K
|
12.7K
$3.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-252- 8.22% |
$53K - $73.1K
|
2.81K
$877K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-252- 2.45% |
$53K - $73.1K
|
10K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-254- 2.26% |
$53.4K - $73.6K
|
11K
$3.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-255- 3.27% |
$53.6K - $73.9K
|
7.55K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-256- 1.19% |
$53.8K - $74.2K
|
21.2K
$6.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-256- 1.61% |
$53.8K - $74.2K
|
15.6K
$4.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-256- 1.99% |
$53.8K - $74.2K
|
12.6K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-256- 6.01% |
$53.8K - $74.2K
|
4K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-258- 1.17% |
$54.3K - $74.8K
|
21.7K
$6.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-258- 0.38% |
$54.3K - $74.8K
|
67.2K
$21M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-259- 3.14% |
$54.5K - $75.1K
|
7.99K
$2.49M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-260- 2.9% |
$54.7K - $75.4K
|
8.72K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-260- 2.31% |
$54.7K - $75.4K
|
11K
$3.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-260- 2.09% |
$54.7K - $75.4K
|
12.2K
$3.79M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-260- 2.62% |
$54.7K - $75.4K
|
9.66K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-261- 3.42% |
$54.9K - $75.7K
|
7.37K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-262- 2.61% |
$55.1K - $76K
|
9.78K
$3.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-262- 4.34% |
$55.1K - $76K
|
5.77K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-263- 1.93% |
$55.3K - $76.2K
|
13.4K
$4.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-266- 5.47% |
$55.9K - $77.1K
|
4.6K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-266- 2.09% |
$55.9K - $77.1K
|
12.5K
$3.89M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-267- 8.23% |
$56.1K - $77.4K
|
2.98K
$928K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-267- 3.6% |
$56.1K - $77.4K
|
7.16K
$2.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-268- 20.41% |
$56.4K - $77.7K
|
1.05K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-269- 0.6% |
$56.6K - $78K
|
44.2K
$13.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-269- 0.74% |
$56.6K - $78K
|
36.2K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-269- 0.84% |
$56.6K - $78K
|
31.6K
$9.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-269- 1.95% |
$56.6K - $78K
|
13.5K
$4.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-270- 5.8% |
$56.8K - $78.3K
|
4.39K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-271- 10.59% |
$57K - $78.6K
|
2.29K
$713K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-272- 3.13% |
$57.2K - $78.9K
|
8.42K
$2.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-272- 3.5% |
$57.2K - $78.9K
|
7.49K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-272- 0.83% |
$57.2K - $78.9K
|
32.4K
$10.1M
|