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 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-614- 2.41% |
$129K - $178K
|
24.9K
$7.69M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-615- 30.28% |
$129K - $178K
|
1.42K
$437K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-621- 2.63% |
$131K - $180K
|
23K
$7.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-625- 3.56% |
$131K - $181K
|
16.9K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-631- 1.86% |
$133K - $183K
|
33.3K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
SELL
|
- |
-635- 0.73% |
$134K - $184K
|
85.8K
$26.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-635- 2.13% |
$134K - $184K
|
29.2K
$9.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-640- 9.22% |
$135K - $186K
|
6.3K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-645- 13.89% |
$136K - $187K
|
4K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-648- 4.92% |
$136K - $188K
|
12.5K
$3.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-650- 5.34% |
$137K - $188K
|
11.5K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-650- 3.63% |
$137K - $188K
|
17.2K
$5.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-653- 8.95% |
$137K - $189K
|
6.65K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-653- 4.53% |
$137K - $189K
|
13.8K
$4.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-654- 4.52% |
$138K - $190K
|
13.8K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-656- 0.7% |
$138K - $190K
|
93.2K
$28.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-660- 31.9% |
$139K - $191K
|
1.41K
$435K
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-667- 1.94% |
$140K - $193K
|
33.7K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-669- 12.78% |
$141K - $194K
|
4.56K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-669- 0.43% |
$141K - $194K
|
154K
$47.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-670- 6.4% |
$141K - $194K
|
9.8K
$3.03M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-675- 1.51% |
$142K - $196K
|
43.9K
$13.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-676- 0.99% |
$142K - $196K
|
67.7K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-676- 4.37% |
$142K - $196K
|
14.8K
$4.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-677- 1.9% |
$142K - $196K
|
35K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-679- 3.19% |
$143K - $197K
|
20.6K
$6.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-679- 5.76% |
$143K - $197K
|
11.1K
$3.43M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-682- 29.76% |
$143K - $198K
|
1.61K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-683- 8.67% |
$144K - $198K
|
7.19K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-685- 2.34% |
$144K - $199K
|
28.6K
$8.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-692- 2.95% |
$146K - $201K
|
22.8K
$7.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-692- 14.35% |
$146K - $201K
|
4.13K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-699- 3.97% |
$147K - $203K
|
16.9K
$5.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-700- 3.19% |
$147K - $203K
|
21.2K
$6.55M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-703- 2.31% |
$148K - $204K
|
29.7K
$9.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-705- 7.63% |
$148K - $204K
|
8.54K
$2.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-708- 31.51% |
$149K - $205K
|
1.54K
$475K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-709- 1.82% |
$149K - $206K
|
38.3K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-711- 3.82% |
$150K - $206K
|
17.9K
$5.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-713- 2.83% |
$150K - $207K
|
24.5K
$7.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-714- 2.2% |
$150K - $207K
|
31.7K
$9.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-715- 5.35% |
$150K - $207K
|
12.7K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-718- 1.32% |
$151K - $208K
|
53.7K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-719- 1.07% |
$151K - $208K
|
66.7K
$20.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-721- 1.25% |
$152K - $209K
|
57.1K
$17.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-725- 1.63% |
$152K - $210K
|
43.7K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-726- 1.1% |
$153K - $210K
|
65.5K
$20.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-726- 1.55% |
$153K - $210K
|
46.2K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-727- 1.1% |
$153K - $211K
|
65.5K
$20.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-731- 22.97% |
$154K - $212K
|
2.45K
$757K
|