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 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.16K- 1.46% |
$244K - $337K
|
78.3K
$24.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-1.17K- 22.44% |
$245K - $338K
|
4.03K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.18K- 1.22% |
$247K - $341K
|
95.1K
$29.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.18K- 9.78% |
$247K - $341K
|
10.9K
$3.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.18K- 0.25% |
$248K - $342K
|
466K
$144M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-1.19K- 46.1% |
$250K - $345K
|
1.39K
$429K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.19K- 15.71% |
$250K - $345K
|
6.38K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.19K- 16.14% |
$251K - $346K
|
6.19K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 15.21% |
$252K - $347K
|
6.67K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.2K- 1.91% |
$252K - $347K
|
61.5K
$19M
|
|
|
Jul 28, 2025
Q2 2025
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1.2K- 0.61% |
$253K - $349K
|
197K
$61M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.21K- 6.54% |
$254K - $350K
|
17.2K
$5.33M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.21K- 1.29% |
$254K - $350K
|
92.5K
$28.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.21K- 0.7% |
$254K - $350K
|
170K
$52.6M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.21K- 10.26% |
$255K - $351K
|
10.6K
$3.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.22K- 22.4% |
$257K - $354K
|
4.23K
$1.31M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.22K- 2.42% |
$257K - $354K
|
49.2K
$15.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.23K- 6.53% |
$258K - $356K
|
17.6K
$5.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.23K- 10.02% |
$259K - $357K
|
11.1K
$3.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-1.24K- 1.42% |
$260K - $359K
|
85.8K
$26.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.24K- 0.65% |
$261K - $359K
|
188K
$58.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24K- 2.98% |
$261K - $360K
|
40.4K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.24K- 3.16% |
$261K - $360K
|
38.1K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.25K- 1.1% |
$263K - $363K
|
113K
$34.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.26K- 0.06% |
$265K - $365K
|
2M
$617M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.27K- 3.34% |
$266K - $367K
|
36.6K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.27K- 1.46% |
$267K - $368K
|
85.7K
$26.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.29K- 1.46% |
$271K - $374K
|
86.8K
$26.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.3K- 12.73% |
$273K - $377K
|
8.91K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.3K- 0.36% |
$274K - $377K
|
356K
$110M
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-1.3K- 3.97% |
$274K - $377K
|
31.5K
$9.72M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.31K- 3.2% |
$274K - $378K
|
39.5K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-1.31K- 53.73% |
$276K - $380K
|
1.13K
$349K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.32K- 3.14% |
$277K - $381K
|
40.5K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.32K- 1.53% |
$277K - $381K
|
84.6K
$26.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.33K- 4.05% |
$279K - $385K
|
31.4K
$9.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Community Bank Of Raymore
|
SELL
|
- |
-1.33K- 2.39% |
$280K - $386K
|
54.4K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.33K- 39.44% |
$280K - $386K
|
2.05K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.33K- 6.96% |
$281K - $387K
|
17.8K
$5.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.34K- 2.54% |
$281K - $387K
|
51.2K
$15.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.34K- 3.21% |
$282K - $388K
|
40.4K
$12.5M
|
|
|
Aug 15, 2025
Q2 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-1.34K- 11.31% |
$282K - $389K
|
10.5K
$3.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.35K- 8.26% |
$283K - $390K
|
14.9K
$4.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.35K- 37.07% |
$284K - $391K
|
2.29K
$708K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.35K- 12.49% |
$284K - $392K
|
9.47K
$2.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.35K- 9.45% |
$284K - $392K
|
13K
$4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.36K- 0.32% |
$285K - $393K
|
426K
$132M
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.36K- 2.5% |
$286K - $395K
|
53.1K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.36K- 18.66% |
$286K - $395K
|
5.94K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.36K- 4.7% |
$287K - $395K
|
27.6K
$8.53M
|