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 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.37K- 2.6% |
$287K - $396K
|
51.2K
$15.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-1.37K- 6.05% |
$289K - $398K
|
21.3K
$6.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.39K- 3.11% |
$291K - $402K
|
43.2K
$13.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.39K- 1.07% |
$292K - $402K
|
128K
$39.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.4K- 3.29% |
$293K - $404K
|
41K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1.4K- 4.41% |
$293K - $404K
|
30.2K
$9.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.4K- 1.81% |
$294K - $405K
|
75.6K
$23.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.41K- 2.31% |
$296K - $409K
|
59.7K
$18.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.42K- 8.65% |
$298K - $411K
|
15K
$4.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.42K- 3.18% |
$299K - $412K
|
43.2K
$13.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.58% |
$299K - $413K
|
88.8K
$27.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1.44K- 10.24% |
$302K - $416K
|
12.6K
$3.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.44K- 11.94% |
$302K - $417K
|
10.6K
$3.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.44K- 3.63% |
$302K - $417K
|
38.2K
$11.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.45K- 7.0% |
$304K - $419K
|
19.2K
$5.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.45K- 9.9% |
$304K - $419K
|
13.2K
$4.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-1.46K- 5.02% |
$307K - $424K
|
27.7K
$8.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.48K- 1.24% |
$310K - $428K
|
118K
$36.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 13.37% |
$313K - $432K
|
9.65K
$2.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.5K- 1.66% |
$315K - $434K
|
88.8K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.5K- 17.47% |
$315K - $434K
|
7.08K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-1.52K- 4.53% |
$319K - $440K
|
32K
$9.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.53K- 2.02% |
$322K - $444K
|
74.3K
$22.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.53K- 1.52% |
$322K - $444K
|
99K
$30.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 3.73% |
$322K - $444K
|
39.5K
$12.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.55K- 6.96% |
$326K - $449K
|
20.7K
$6.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.56K- 4.75% |
$327K - $451K
|
31.2K
$9.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.56K- 5.1% |
$327K - $451K
|
29K
$8.96M
|
|
|
Aug 12, 2025
Q2 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.57K- 1.31% |
$330K - $455K
|
118K
$36.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 8.59% |
$331K - $457K
|
16.8K
$5.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.58K- 29.29% |
$332K - $458K
|
3.81K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.58K- 8.27% |
$332K - $458K
|
17.5K
$5.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.59K- 1.87% |
$334K - $460K
|
83.1K
$25.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.59K- 7.23% |
$334K - $461K
|
20.4K
$6.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.59K- 52.68% |
$335K - $462K
|
1.43K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.6K- 1.58% |
$335K - $462K
|
99.2K
$30.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.6K- 0.52% |
$336K - $463K
|
305K
$94.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.61K- 1.98% |
$337K - $465K
|
79.3K
$24.5M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.61K- 4.72% |
$339K - $467K
|
32.5K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.62K- 14.72% |
$340K - $468K
|
9.36K
$2.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.62K- 1.95% |
$340K - $468K
|
81.3K
$25.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-1.63K- 1.85% |
$344K - $474K
|
86.5K
$26.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1.64K- 3.53% |
$344K - $475K
|
44.8K
$13.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.64K- 7.69% |
$345K - $476K
|
19.7K
$6.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.65K- 1.45% |
$348K - $479K
|
112K
$34.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.66K- 38.61% |
$348K - $480K
|
2.64K
$814K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.66K- 1.35% |
$348K - $480K
|
121K
$37.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.66K- 4.72% |
$350K - $482K
|
33.6K
$10.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.66K- 4.42% |
$350K - $482K
|
36K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.67K- 5.36% |
$350K - $483K
|
29.4K
$9.08M
|