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 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-855- 7.2% |
$180K - $248K
|
11K
$3.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-862- 55.26% |
$181K - $250K
|
698
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-864- 2.08% |
$182K - $250K
|
40.7K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-865- 0.23% |
$182K - $251K
|
377K
$116M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-867- 0.86% |
$182K - $251K
|
99.6K
$30.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-870- 0.63% |
$183K - $252K
|
138K
$42.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-872- 18.47% |
$183K - $253K
|
3.85K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-875- 1.59% |
$184K - $254K
|
54.1K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-879- 0.77% |
$185K - $255K
|
113K
$34.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-882- 1.41% |
$185K - $256K
|
61.8K
$19.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-884- 8.51% |
$186K - $256K
|
9.51K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
SELL
|
- |
-884- 8.45% |
$186K - $256K
|
9.58K
$2.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-885- 1.66% |
$186K - $257K
|
52.4K
$16.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-885- 3.29% |
$186K - $257K
|
26K
$8.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-888- 29.73% |
$187K - $257K
|
2.1K
$648K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-895- 0.29% |
$188K - $259K
|
306K
$94.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-900- 22.5% |
$189K - $261K
|
3.1K
$958K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-902- 0.97% |
$190K - $261K
|
92.2K
$28.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-908- 1.31% |
$191K - $263K
|
68.3K
$21.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-909- 26.85% |
$191K - $264K
|
2.48K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-917- 4.9% |
$193K - $266K
|
17.8K
$5.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-920- 3.25% |
$193K - $267K
|
27.4K
$8.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-920- 12.14% |
$193K - $267K
|
6.66K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-922- 4.08% |
$194K - $267K
|
21.7K
$6.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-923- 25.36% |
$194K - $268K
|
2.72K
$839K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-924- 10.1% |
$194K - $268K
|
8.23K
$2.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-926- 27.27% |
$195K - $268K
|
2.47K
$763K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-931- 21.27% |
$196K - $270K
|
3.45K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-934- 8.31% |
$196K - $271K
|
10.3K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-937- 2.28% |
$197K - $272K
|
40.1K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-940- 0.73% |
$198K - $273K
|
129K
$39.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-941- 9.03% |
$198K - $273K
|
9.48K
$2.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-942- 40.71% |
$198K - $273K
|
1.37K
$424K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-946- 20.48% |
$199K - $274K
|
3.67K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-946- 1.92% |
$199K - $274K
|
48.2K
$14.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-950- 5.45% |
$200K - $275K
|
16.5K
$5.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-950- 10.41% |
$200K - $275K
|
8.18K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-955- 2.69% |
$201K - $277K
|
34.6K
$10.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-958- 0.75% |
$201K - $278K
|
127K
$39.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-959- 2.44% |
$202K - $278K
|
38.3K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-961- 9.01% |
$202K - $279K
|
9.7K
$3M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-961- 13.59% |
$202K - $279K
|
6.11K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-963- 4.34% |
$202K - $279K
|
21.2K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-963- 8.29% |
$202K - $279K
|
10.6K
$3.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-965- 0.88% |
$203K - $280K
|
108K
$33.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-971- 1.03% |
$204K - $282K
|
93.3K
$28.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-972- 2.65% |
$204K - $282K
|
35.7K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-974- 6.43% |
$205K - $282K
|
14.2K
$4.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-977- 1.43% |
$205K - $283K
|
67.6K
$20.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-981- 2.02% |
$206K - $284K
|
47.7K
$14.7M
|