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 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-535- 40.84% |
$112K - $155K
|
775
$239K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-535- 1.98% |
$112K - $155K
|
26.5K
$8.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-536- 9.36% |
$113K - $155K
|
5.19K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-536- 1.73% |
$113K - $155K
|
30.4K
$9.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-537- 1.68% |
$113K - $156K
|
31.5K
$9.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-537- 2.77% |
$113K - $156K
|
18.8K
$5.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-540- 0.58% |
$114K - $157K
|
92.2K
$28.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-542- 1.52% |
$114K - $157K
|
35.1K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-546- 11.8% |
$115K - $158K
|
4.08K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Account Management LLC
|
SELL
|
- |
-550- 3.91% |
$116K - $159K
|
13.5K
$4.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-550- 3.76% |
$116K - $159K
|
14.1K
$4.35M
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-550- 2.44% |
$116K - $159K
|
22K
$6.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-551- 0.56% |
$116K - $160K
|
97.4K
$30.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-552- 20.56% |
$116K - $160K
|
2.13K
$659K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-555- 5.17% |
$117K - $161K
|
10.2K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-558- 6.56% |
$117K - $162K
|
7.95K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-559- 3.2% |
$118K - $162K
|
16.9K
$5.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-562- 2.04% |
$118K - $163K
|
26.9K
$8.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-562- 5.95% |
$118K - $163K
|
8.89K
$2.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-563- 1.69% |
$118K - $163K
|
32.8K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-564- 15.41% |
$119K - $164K
|
3.1K
$956K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-567- 26.08% |
$119K - $164K
|
1.61K
$496K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-569- 4.85% |
$120K - $165K
|
11.2K
$3.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-569- 12.16% |
$120K - $165K
|
4.11K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-572- 18.82% |
$120K - $166K
|
2.47K
$762K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-573- 1.98% |
$120K - $166K
|
28.4K
$8.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-576- 1.51% |
$121K - $167K
|
37.7K
$11.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-577- 1.26% |
$121K - $167K
|
45.3K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
SELL
|
- |
-578- 13.82% |
$122K - $168K
|
3.6K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-579- 24.97% |
$122K - $168K
|
1.74K
$537K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-579- 2.16% |
$122K - $168K
|
26.2K
$8.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-582- 8.04% |
$122K - $169K
|
6.66K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-583- 27.64% |
$123K - $169K
|
1.53K
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-584- 3.28% |
$123K - $169K
|
17.2K
$5.32M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-585- 6.88% |
$123K - $170K
|
7.92K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-585- 11.22% |
$123K - $170K
|
4.63K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-585- 26.14% |
$123K - $170K
|
1.65K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-587- 1.53% |
$123K - $170K
|
37.7K
$11.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-594- 2.21% |
$125K - $172K
|
26.3K
$8.13M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-595- 4.56% |
$125K - $172K
|
12.4K
$3.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-597- 0.57% |
$126K - $173K
|
104K
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-600- 9.4% |
$126K - $174K
|
5.78K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-603- 14.75% |
$127K - $175K
|
3.49K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-603- 3.82% |
$127K - $175K
|
15.2K
$4.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-604- 44.64% |
$127K - $175K
|
749
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-605- 4.19% |
$127K - $175K
|
13.8K
$4.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-608- 16.5% |
$128K - $176K
|
3.08K
$950K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-611- 1.99% |
$128K - $177K
|
30.1K
$9.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-612- 2.96% |
$129K - $177K
|
20.1K
$6.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-612- 7.32% |
$129K - $177K
|
7.75K
$2.39M
|