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 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-732- 0.29% |
$154K - $212K
|
251K
$77.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-733- 1.63% |
$154K - $213K
|
44.4K
$13.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-734- 1.5% |
$154K - $213K
|
48.1K
$14.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-735- 1.05% |
$155K - $213K
|
69.4K
$21.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-738- 0.13% |
$155K - $214K
|
587K
$181M
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-738- 8.28% |
$155K - $214K
|
8.18K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-744- 0.07% |
$156K - $216K
|
1.1M
$341M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-746- 10.65% |
$157K - $216K
|
6.26K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-750- 3.28% |
$158K - $217K
|
22.1K
$6.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-750- 5.1% |
$158K - $217K
|
14K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-750- 10.47% |
$158K - $217K
|
6.42K
$1.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-752- 26.76% |
$158K - $218K
|
2.06K
$636K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-759- 17.99% |
$160K - $220K
|
3.46K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-761- 2.15% |
$160K - $221K
|
34.6K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-761- 5.77% |
$160K - $221K
|
12.4K
$3.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-761- 16.91% |
$160K - $221K
|
3.74K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-766- 0.94% |
$161K - $222K
|
80.5K
$24.9M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-767- 8.02% |
$161K - $222K
|
8.8K
$2.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-770- 14.75% |
$162K - $223K
|
4.45K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-772- 44.57% |
$162K - $224K
|
960
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-772- 28.29% |
$162K - $224K
|
1.96K
$605K
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-773- 8.83% |
$163K - $224K
|
7.98K
$2.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-783- 44.87% |
$165K - $227K
|
962
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-783- 4.55% |
$165K - $227K
|
16.4K
$5.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-784- 6.77% |
$165K - $227K
|
10.8K
$3.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-785- 9.24% |
$165K - $228K
|
7.71K
$2.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-792- 1.33% |
$167K - $230K
|
58.6K
$18.1M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-797- 2.51% |
$168K - $231K
|
31K
$9.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-798- 40.02% |
$168K - $231K
|
1.2K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-799- 0.51% |
$168K - $232K
|
156K
$48.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-800- 4.4% |
$168K - $232K
|
17.4K
$5.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-801- 6.01% |
$168K - $232K
|
12.5K
$3.87M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-802- 1.84% |
$169K - $233K
|
42.7K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-804- 0.63% |
$169K - $233K
|
126K
$38.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-806- 11.77% |
$169K - $234K
|
6.04K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-807- 3.53% |
$170K - $234K
|
22.1K
$6.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-815- 11.85% |
$171K - $236K
|
6.06K
$1.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-818- 1.69% |
$172K - $237K
|
47.7K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-820- 6.78% |
$172K - $238K
|
11.3K
$3.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-825- 9.8% |
$173K - $239K
|
7.6K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-825- 1.79% |
$173K - $239K
|
45.2K
$13.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-826- 1.47% |
$174K - $239K
|
55.5K
$17.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-828- 7.46% |
$174K - $240K
|
10.3K
$3.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-832- 13.87% |
$175K - $241K
|
5.17K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-836- 1.34% |
$176K - $242K
|
61.4K
$19M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-836- 22.21% |
$176K - $242K
|
2.93K
$904K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-836- 8.06% |
$176K - $242K
|
9.53K
$2.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-845- 0.88% |
$178K - $245K
|
95.1K
$29.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-853- 0.76% |
$179K - $247K
|
111K
$34.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-855- 3.93% |
$180K - $248K
|
20.9K
$6.46M
|