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 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-273- 4.48% |
$57.4K - $79.1K
|
5.82K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-273- 0.49% |
$57.4K - $79.1K
|
55.7K
$17.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-274- 8.17% |
$57.6K - $79.4K
|
3.08K
$960K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-274- 1.05% |
$57.6K - $79.4K
|
25.8K
$8.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-274- 0.45% |
$57.6K - $79.4K
|
60.4K
$18.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-275- 1.3% |
$57.8K - $79.7K
|
20.9K
$6.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-275- 0.31% |
$57.8K - $79.7K
|
88.7K
$27.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-276- 3.11% |
$58K - $80K
|
8.6K
$2.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-277- 3.62% |
$58.2K - $80.3K
|
7.37K
$2.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-279- 3.45% |
$58.7K - $80.9K
|
7.81K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-280- 4.83% |
$58.9K - $81.2K
|
5.52K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-281- 2.97% |
$59.1K - $81.5K
|
9.18K
$2.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-281- 1.31% |
$59.1K - $81.5K
|
21.2K
$6.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-282- 1.39% |
$59.3K - $81.8K
|
20K
$6.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-283- 4.96% |
$59.5K - $82K
|
5.43K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-283- 22.86% |
$59.5K - $82K
|
955
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-284- 1.0% |
$59.7K - $82.3K
|
28.1K
$8.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-284- 1.8% |
$59.7K - $82.3K
|
15.5K
$4.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-285- 0.51% |
$59.9K - $82.6K
|
55.4K
$17.3M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-285- 1.5% |
$59.9K - $82.6K
|
18.7K
$5.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-285- 0.29% |
$59.9K - $82.6K
|
99.1K
$30.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-286- 1.04% |
$60.1K - $82.9K
|
27.3K
$8.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-286- 1.88% |
$60.1K - $82.9K
|
14.9K
$4.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
SELL
|
- |
-287- 2.72% |
$60.4K - $83.2K
|
10.3K
$3.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-287- 3.23% |
$60.4K - $83.2K
|
8.6K
$2.68M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-288- 16.17% |
$60.6K - $83.5K
|
1.49K
$465K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-288- 3.23% |
$60.6K - $83.5K
|
8.64K
$2.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-288- 23.57% |
$60.6K - $83.5K
|
934
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-288- 0.91% |
$60.6K - $83.5K
|
31.3K
$9.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-289- 0.96% |
$60.8K - $83.8K
|
29.8K
$9.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-290- 7.03% |
$61K - $84.1K
|
3.84K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-290- 2.62% |
$61K - $84.1K
|
10.8K
$3.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-293- 6.18% |
$61.6K - $84.9K
|
4.45K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-293- 2.93% |
$61.6K - $84.9K
|
9.72K
$3.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-293- 14.81% |
$61.6K - $84.9K
|
1.69K
$525K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-293- 13.91% |
$61.6K - $84.9K
|
1.81K
$565K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-295- 2.82% |
$62K - $85.5K
|
10.1K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-296- 0.65% |
$62.2K - $85.8K
|
45.5K
$14.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-297- 1.11% |
$62.5K - $86.1K
|
26.6K
$8.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-297- 4.14% |
$62.5K - $86.1K
|
6.88K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-297- 0.29% |
$62.5K - $86.1K
|
104K
$32.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-300- 7.28% |
$63.1K - $87K
|
3.82K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-302- 5.65% |
$63.5K - $87.6K
|
5.04K
$1.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-303- 12.65% |
$63.7K - $87.8K
|
2.09K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-303- 0.46% |
$63.7K - $87.8K
|
65.9K
$20.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-304- 5.06% |
$63.9K - $88.1K
|
5.7K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-305- 0.79% |
$64.1K - $88.4K
|
38.5K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-305- 4.83% |
$64.1K - $88.4K
|
6.01K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-306- 1.47% |
$64.3K - $88.7K
|
20.5K
$6.39M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-307- 2.92% |
$64.6K - $89K
|
10.2K
$3.18M
|