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 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.9K+ 10.27% |
$2.51M - $3.46M
|
128K
$39.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
11.9K+ 358.87% |
$2.5M - $3.45M
|
15.2K
$4.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
11.7K+ 28.79% |
$2.45M - $3.38M
|
52.2K
$16.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 3.33% |
$2.44M - $3.37M
|
360K
$111M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11.6K+ 33.23% |
$2.44M - $3.37M
|
46.6K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
11.5K+ 242.32% |
$2.42M - $3.33M
|
16.2K
$5.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
11.5K+ 100.19% |
$2.41M - $3.33M
|
22.9K
$7.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.5K+ 11.93% |
$2.41M - $3.32M
|
107K
$33.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
11.4K+ 20.69% |
$2.4M - $3.31M
|
66.6K
$20.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.4K+ 4.52% |
$2.4M - $3.31M
|
264K
$81.6M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
11.4KNew |
$2.39M - $3.29M
|
11.4K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.3K+ 10.41% |
$2.37M - $3.27M
|
120K
$36.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
11.2K+ 3.69% |
$2.35M - $3.24M
|
314K
$97M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11.1K+ 9.01% |
$2.33M - $3.21M
|
134K
$41.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
10.9K+ 0.35% |
$2.3M - $3.17M
|
3.13M
$968M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
10.9K+ 1.08% |
$2.29M - $3.16M
|
1.02M
$315M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10.8K+ 155.66% |
$2.27M - $3.12M
|
17.7K
$5.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.7K+ 13.79% |
$2.25M - $3.1M
|
88.2K
$27.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
10.7K+ 10.98% |
$2.24M - $3.1M
|
108K
$33.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.7K+ 258.75% |
$2.24M - $3.09M
|
14.8K
$4.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.6K+ 0.46% |
$2.23M - $3.08M
|
2.33M
$720M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.5K+ 5.72% |
$2.21M - $3.05M
|
195K
$60.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
10.5K+ 2.52% |
$2.21M - $3.04M
|
427K
$132M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
10.3K+ 10.92% |
$2.17M - $3M
|
105K
$32.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.2K+ 2.25% |
$2.14M - $2.95M
|
462K
$143M
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
10.1K+ 134.69% |
$2.12M - $2.93M
|
17.6K
$5.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
10.1K+ 51.73% |
$2.12M - $2.92M
|
29.6K
$9.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
10.1KNew |
$2.12M - $2.92M
|
10.1K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Advent Capital Management
New York, NY |
BUY
|
- |
10KNew |
$2.1M - $2.9M
|
10K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
9.68KNew |
$2.04M - $2.81M
|
9.68K
$2.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Capital Management, Inc
|
BUY
|
- |
9.66KNew |
$2.03M - $2.8M
|
9.66K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.63K+ 7.44% |
$2.03M - $2.79M
|
139K
$43M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
9.59K+ 75.52% |
$2.02M - $2.78M
|
22.3K
$6.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.56K+ 43.93% |
$2.01M - $2.77M
|
31.3K
$9.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.55K+ 15.03% |
$2.01M - $2.77M
|
73.1K
$22.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
9.45K+ 5.69% |
$1.99M - $2.74M
|
175K
$54.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.33KNew |
$1.96M - $2.71M
|
9.33K
$2.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
9.24KNew |
$1.94M - $2.68M
|
9.24K
$2.85M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
9.17K+ 13.86% |
$1.93M - $2.66M
|
75.3K
$23.3M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.99K+ 6.69% |
$1.89M - $2.6M
|
143K
$44.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
8.91K+ 13.13% |
$1.87M - $2.58M
|
76.8K
$23.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
8.9KNew |
$1.87M - $2.58M
|
8.9K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.87K+ 5.67% |
$1.87M - $2.57M
|
165K
$51.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.78K+ 16.26% |
$1.85M - $2.55M
|
62.8K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.69K+ 32.34% |
$1.83M - $2.52M
|
35.6K
$11M
|
|
|
Aug 22, 2025
Q2 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
8.65KNew |
$1.82M - $2.51M
|
8.65K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
8.6KNew |
$1.81M - $2.49M
|
8.6K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
8.45K+ 25.05% |
$1.78M - $2.45M
|
42.2K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
8.44K+ 4.09% |
$1.77M - $2.45M
|
215K
$66.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
8.35K+ 2.22% |
$1.76M - $2.42M
|
384K
$119M
|