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 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-313- 12.67% |
$65.8K - $90.7K
|
2.16K
$611K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-315- 1.06% |
$66.2K - $91.3K
|
29.5K
$8.36M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-333- 2.88% |
$70K - $96.5K
|
11.2K
$3.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-340- 1.66% |
$71.5K - $98.6K
|
20.1K
$5.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-360- 5.28% |
$75.7K - $104K
|
6.46K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-361- 4.2% |
$75.9K - $105K
|
8.24K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-369- 0.66% |
$77.6K - $107K
|
55.2K
$15.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-370- 20.64% |
$77.8K - $107K
|
1.42K
$403K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-371- 5.56% |
$78K - $108K
|
6.3K
$1.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-373- 0.84% |
$78.4K - $108K
|
43.9K
$12.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-378- 0.55% |
$79.5K - $110K
|
69K
$19.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-390- 3.43% |
$82K - $113K
|
11K
$3.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-394- 1.35% |
$82.9K - $114K
|
28.8K
$8.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-410- 1.27% |
$86.2K - $119K
|
32K
$9.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-413- 5.45% |
$86.8K - $120K
|
7.17K
$2.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-417- 0.94% |
$87.7K - $121K
|
43.7K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-440- 1.81% |
$92.5K - $128K
|
23.8K
$6.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-450- 3.15% |
$94.6K - $130K
|
13.9K
$3.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-475- 3.55% |
$99.9K - $138K
|
12.9K
$3.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-485- 4.38% |
$102K - $141K
|
10.6K
$3M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-489- 18.29% |
$103K - $142K
|
2.19K
$619K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-494- 2.86% |
$104K - $143K
|
16.8K
$4.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-494- 4.71% |
$104K - $143K
|
9.99K
$2.83M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-498- 12.67% |
$105K - $144K
|
3.43K
$972K
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-500- 4.58% |
$105K - $145K
|
10.4K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-521- 5.07% |
$110K - $151K
|
9.75K
$2.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-536- 9.36% |
$113K - $155K
|
5.19K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-555- 5.17% |
$117K - $161K
|
10.2K
$2.88M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-569- 4.85% |
$120K - $165K
|
11.2K
$3.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-576- 1.51% |
$121K - $167K
|
37.7K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-582- 8.04% |
$122K - $169K
|
6.66K
$1.89M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-595- 4.56% |
$125K - $172K
|
12.4K
$3.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-614- 2.41% |
$129K - $178K
|
24.9K
$7.05M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-703- 2.31% |
$148K - $204K
|
29.7K
$8.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-721- 1.25% |
$152K - $209K
|
57.1K
$16.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-752- 26.76% |
$158K - $218K
|
2.06K
$583K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-761- 2.15% |
$160K - $221K
|
34.6K
$9.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-864- 2.08% |
$182K - $250K
|
40.7K
$11.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-872- 18.47% |
$183K - $253K
|
3.85K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-885- 1.66% |
$186K - $257K
|
52.4K
$14.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-961- 9.01% |
$202K - $279K
|
9.7K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-972- 2.65% |
$204K - $282K
|
35.7K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.01K- 4.4% |
$213K - $294K
|
22K
$6.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.03K- 2.24% |
$216K - $297K
|
44.7K
$12.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.11K- 7.65% |
$233K - $321K
|
13.3K
$3.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.13K- 7.09% |
$237K - $327K
|
14.8K
$4.19M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-1.19K- 46.1% |
$250K - $345K
|
1.39K
$394K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.21K- 0.7% |
$254K - $350K
|
170K
$48.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24K- 2.98% |
$261K - $360K
|
40.4K
$11.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-1.27K- 3.34% |
$266K - $367K
|
36.6K
$10.4M
|