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 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16.4K+ 51.91% |
$3.44M - $4.74M
|
47.9K
$14.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16.2K+ 15.41% |
$3.41M - $4.7M
|
121K
$37.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.2K+ 2.77% |
$3.4M - $4.69M
|
599K
$185M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.1K+ 3.81% |
$3.39M - $4.67M
|
439K
$135M
|
|
|
Aug 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
16.1K+ 1895.4% |
$3.38M - $4.66M
|
16.9K
$5.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
16K+ 0.22% |
$3.37M - $4.65M
|
7.32M
$2.26B
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16K+ 58.14% |
$3.36M - $4.63M
|
43.5K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
16K+ 9.89% |
$3.36M - $4.63M
|
177K
$54.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
15.9K+ 12.23% |
$3.35M - $4.61M
|
146K
$45.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
15.8KNew |
$3.32M - $4.57M
|
15.8K
$4.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.7K+ 0.55% |
$3.31M - $4.56M
|
2.9M
$895M
|
|
|
Aug 05, 2025
Q2 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
15.7K+ 42.07% |
$3.3M - $4.56M
|
53.1K
$16.4M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15.6K+ 9.73% |
$3.29M - $4.53M
|
176K
$54.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.4K+ 9.06% |
$3.23M - $4.45M
|
185K
$57.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
15.3K+ 161.62% |
$3.22M - $4.44M
|
24.8K
$7.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
15.3K+ 508533.34% |
$3.21M - $4.42M
|
15.3K
$4.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
14.9KNew |
$3.14M - $4.33M
|
14.9K
$4.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
14.9KNew |
$3.14M - $4.32M
|
14.9K
$4.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
14.8K+ 1.32% |
$3.12M - $4.3M
|
1.14M
$352M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.7K+ 4.2% |
$3.1M - $4.28M
|
366K
$113M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
14.3KNew |
$3M - $4.13M
|
14.3K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.1K+ 14.26% |
$2.97M - $4.1M
|
113K
$35M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
14K+ 27.07% |
$2.94M - $4.05M
|
65.6K
$20.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.8K+ 76.24% |
$2.91M - $4.01M
|
32K
$9.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
13.5K+ 14.43% |
$2.85M - $3.92M
|
107K
$33.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
13.5K+ 2.87% |
$2.83M - $3.9M
|
482K
$149M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.5K+ 6.66% |
$2.83M - $3.9M
|
216K
$66.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.4K+ 7.11% |
$2.83M - $3.9M
|
203K
$62.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.4K+ 49.19% |
$2.81M - $3.88M
|
40.6K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
13.3KNew |
$2.81M - $3.87M
|
13.3K
$4.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 9.15% |
$2.8M - $3.86M
|
159K
$49.1M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
13.2K+ 95.61% |
$2.77M - $3.81M
|
26.9K
$8.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
13K+ 2.48% |
$2.72M - $3.76M
|
536K
$166M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
12.8K+ 3.14% |
$2.7M - $3.72M
|
422K
$130M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
12.8K+ 79.13% |
$2.69M - $3.7M
|
28.9K
$8.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 7.72% |
$2.66M - $3.67M
|
177K
$54.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
12.6K+ 31.05% |
$2.66M - $3.66M
|
53.3K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
12.6KNew |
$2.65M - $3.65M
|
12.6K
$3.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
12.5K+ 8.31% |
$2.64M - $3.63M
|
163K
$50.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
12.4K+ 91.67% |
$2.62M - $3.61M
|
26K
$8.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
12.4KNew |
$2.61M - $3.6M
|
12.4K
$3.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.4K+ 14.46% |
$2.6M - $3.59M
|
98K
$30.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3K+ 2.14% |
$2.58M - $3.56M
|
588K
$182M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.3K+ 80.8% |
$2.58M - $3.56M
|
27.5K
$8.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.3K+ 4.85% |
$2.58M - $3.56M
|
266K
$82M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 4.05% |
$2.57M - $3.55M
|
314K
$97.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
12.1K+ 65.66% |
$2.54M - $3.51M
|
30.5K
$9.42M
|
|
|
Aug 18, 2025
Q2 2025
|
Kp Management LLC
Edina, MN |
BUY
|
- |
12K+ 267.27% |
$2.53M - $3.49M
|
16.5K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12K+ 1.86% |
$2.52M - $3.48M
|
655K
$202M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12K+ 1.59% |
$2.52M - $3.48M
|
767K
$237M
|