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 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-475- 2.59% |
$99.9K - $138K
|
17.9K
$5.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-475- 4.97% |
$99.9K - $138K
|
9.09K
$2.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-480- 1.47% |
$101K - $139K
|
32.3K
$9.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-480- 12.09% |
$101K - $139K
|
3.49K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-481- 10.01% |
$101K - $139K
|
4.32K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-481- 2.37% |
$101K - $139K
|
19.8K
$6.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-482- 2.17% |
$101K - $140K
|
21.7K
$6.71M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-482- 1.09% |
$101K - $140K
|
43.9K
$13.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-483- 16.22% |
$102K - $140K
|
2.5K
$771K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-485- 4.38% |
$102K - $141K
|
10.6K
$3.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-485- 4.16% |
$102K - $141K
|
11.2K
$3.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-488- 0.59% |
$103K - $141K
|
82.4K
$25.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-489- 18.29% |
$103K - $142K
|
2.19K
$675K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-489- 5.55% |
$103K - $142K
|
8.32K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-491- 1.47% |
$103K - $142K
|
32.8K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-491- 0.2% |
$103K - $142K
|
244K
$75.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-493- 0.2% |
$104K - $143K
|
250K
$77.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-494- 2.86% |
$104K - $143K
|
16.8K
$5.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-494- 4.71% |
$104K - $143K
|
9.99K
$3.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-496- 3.51% |
$104K - $144K
|
13.6K
$4.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-497- 4.62% |
$105K - $144K
|
10.3K
$3.17M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-498- 12.67% |
$105K - $144K
|
3.43K
$1.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-500- 4.58% |
$105K - $145K
|
10.4K
$3.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 9.05% |
$105K - $145K
|
5.03K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
SELL
|
- |
-500- 1.14% |
$105K - $145K
|
43.4K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-500- 10.99% |
$105K - $145K
|
4.05K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-500- 20.0% |
$105K - $145K
|
2K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Salzhauer Michael
|
SELL
|
- |
-500- 9.67% |
$105K - $145K
|
4.67K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-503- 0.34% |
$106K - $146K
|
147K
$45.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-504- 11.7% |
$106K - $146K
|
3.8K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-505- 3.27% |
$106K - $146K
|
14.9K
$4.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-506- 11.24% |
$106K - $147K
|
4K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-508- 4.25% |
$107K - $147K
|
11.4K
$3.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-510- 17.5% |
$107K - $148K
|
2.41K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-512- 1.09% |
$108K - $148K
|
46.4K
$14.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-512- 13.16% |
$108K - $148K
|
3.38K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-516- 0.68% |
$109K - $150K
|
75.7K
$23.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-516- 1.64% |
$109K - $150K
|
30.9K
$9.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-521- 5.07% |
$110K - $151K
|
9.75K
$3.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-521- 0.25% |
$110K - $151K
|
211K
$65.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-522- 1.82% |
$110K - $151K
|
28.1K
$8.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-523- 6.2% |
$110K - $152K
|
7.91K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-524- 0.56% |
$110K - $152K
|
92.6K
$28.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-526- 0.78% |
$111K - $152K
|
67.3K
$20.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-527- 23.86% |
$111K - $153K
|
1.68K
$520K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-528- 0.25% |
$111K - $153K
|
212K
$65.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-529- 0.63% |
$111K - $153K
|
83.4K
$25.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-529- 1.17% |
$111K - $153K
|
44.8K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-531- 3.48% |
$112K - $154K
|
14.7K
$4.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-532- 17.5% |
$112K - $154K
|
2.51K
$775K
|