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 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-77- 3.36% |
$16.2K - $22.3K
|
2.22K
$627K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-80- 0.44% |
$16.8K - $23.2K
|
18.1K
$5.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-83- 0.28% |
$17.5K - $24.1K
|
29.6K
$8.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-84- 7.46% |
$17.7K - $24.4K
|
1.04K
$295K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-84- 0.88% |
$17.7K - $24.4K
|
9.49K
$2.69M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-85- 3.98% |
$17.9K - $24.6K
|
2.05K
$581K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-94- 0.08% |
$19.8K - $27.3K
|
113K
$31.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-97- 0.44% |
$20.4K - $28.1K
|
22.2K
$6.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-97- 14.33% |
$20.4K - $28.1K
|
580
$164K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-98- 4.14% |
$20.6K - $28.4K
|
2.27K
$642K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-113- 3.94% |
$23.8K - $32.8K
|
2.76K
$780K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-114- 0.5% |
$24K - $33K
|
22.9K
$6.48M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-116- 0.69% |
$24.4K - $33.6K
|
16.6K
$4.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-118- 0.83% |
$24.8K - $34.2K
|
14K
$3.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-119- 8.01% |
$25K - $34.5K
|
1.37K
$387K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-124- 2.01% |
$26.1K - $35.9K
|
6.04K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-124- 6.61% |
$26.1K - $35.9K
|
1.75K
$496K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-124- 14.61% |
$26.1K - $35.9K
|
725
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-124- 2.39% |
$26.1K - $35.9K
|
5.07K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-130- 0.83% |
$27.3K - $37.7K
|
15.5K
$4.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-131- 4.11% |
$27.5K - $38K
|
3.05K
$864K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-141- 2.8% |
$29.6K - $40.9K
|
4.89K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-150- 2.06% |
$31.5K - $43.5K
|
7.14K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-159- 4.72% |
$33.4K - $46.1K
|
3.21K
$909K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-169- 0.19% |
$35.5K - $49K
|
88.9K
$25.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-170- 12.92% |
$35.7K - $49.3K
|
1.15K
$325K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-173- 0.59% |
$36.4K - $50.2K
|
29.2K
$8.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-175- 0.91% |
$36.8K - $50.7K
|
19.1K
$5.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-180- 0.38% |
$37.9K - $52.2K
|
47K
$13.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-181- 0.08% |
$38.1K - $52.5K
|
228K
$64.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-183- 3.06% |
$38.5K - $53.1K
|
5.79K
$1.64M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-183- 0.83% |
$38.5K - $53.1K
|
21.9K
$6.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-184- 3.83% |
$38.7K - $53.3K
|
4.62K
$1.31M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-196- 15.19% |
$41.2K - $56.8K
|
1.09K
$310K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-198- 4.82% |
$41.6K - $57.4K
|
3.91K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-200- 3.14% |
$42.1K - $58K
|
6.16K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-205- 0.25% |
$43.1K - $59.4K
|
82.6K
$23.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-220- 0.74% |
$46.3K - $63.8K
|
29.5K
$8.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-228- 91.2% |
$47.9K - $66.1K
|
22
$6.23K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-240- 13.25% |
$50.5K - $69.6K
|
1.57K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-254- 2.26% |
$53.4K - $73.6K
|
11K
$3.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-259- 3.14% |
$54.5K - $75.1K
|
7.99K
$2.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-267- 8.23% |
$56.1K - $77.4K
|
2.98K
$843K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-273- 4.48% |
$57.4K - $79.1K
|
5.82K
$1.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-274- 8.17% |
$57.6K - $79.4K
|
3.08K
$872K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-282- 1.39% |
$59.3K - $81.8K
|
20K
$5.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-283- 4.96% |
$59.5K - $82K
|
5.43K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-285- 0.51% |
$59.9K - $82.6K
|
55.4K
$15.7M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-288- 16.17% |
$60.6K - $83.5K
|
1.49K
$423K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-307- 2.92% |
$64.6K - $89K
|
10.2K
$2.89M
|