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 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.67K- 4.41% |
$351K - $484K
|
36.2K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.68K- 2.27% |
$352K - $486K
|
72.3K
$22.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.68K- 6.7% |
$352K - $486K
|
23.4K
$7.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.69K- 7.23% |
$355K - $489K
|
21.6K
$6.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.69K- 9.73% |
$355K - $490K
|
15.7K
$4.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.69K- 13.17% |
$356K - $491K
|
11.2K
$3.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.7K- 3.51% |
$358K - $494K
|
46.9K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.7K- 10.42% |
$358K - $494K
|
14.6K
$4.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.71K- 3.9% |
$359K - $494K
|
42K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.71K- 1.18% |
$359K - $495K
|
143K
$44.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.72K- 6.24% |
$362K - $499K
|
25.9K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.73K- 0.1% |
$363K - $500K
|
1.79M
$554M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.75K- 15.27% |
$368K - $507K
|
9.71K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-1.75K- 2.52% |
$369K - $508K
|
67.8K
$20.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.76K- 4.76% |
$370K - $511K
|
35.2K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.76K- 2.51% |
$371K - $511K
|
68.4K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.76K- 1.71% |
$371K - $511K
|
102K
$31.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.78K- 0.43% |
$373K - $515K
|
410K
$127M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.78K- 3.08% |
$373K - $515K
|
56K
$17.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.78K- 13.83% |
$375K - $517K
|
11.1K
$3.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.79K- 11.66% |
$377K - $519K
|
13.6K
$4.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.81K- 4.55% |
$380K - $523K
|
37.9K
$11.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.81K- 29.61% |
$380K - $524K
|
4.29K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.81K- 1.35% |
$380K - $524K
|
132K
$40.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.81K- 2.19% |
$381K - $526K
|
80.9K
$25M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.84K- 1.18% |
$386K - $533K
|
154K
$47.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.84K- 12.28% |
$386K - $533K
|
13.1K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.84K- 4.31% |
$387K - $534K
|
40.9K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.85K- 4.93% |
$388K - $535K
|
35.6K
$11M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.86K- 5.6% |
$391K - $540K
|
31.3K
$9.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.87K- 10.35% |
$393K - $542K
|
16.2K
$5M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.87K- 2.64% |
$394K - $543K
|
68.9K
$21.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 1.5% |
$395K - $544K
|
124K
$38.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.88K- 12.08% |
$395K - $544K
|
13.7K
$4.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.88K- 25.06% |
$395K - $545K
|
5.62K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.89K- 1.35% |
$397K - $547K
|
137K
$42.4M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-1.89K- 20.62% |
$397K - $547K
|
7.27K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.9K- 9.48% |
$398K - $549K
|
18.1K
$5.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.91K- 3.23% |
$402K - $554K
|
57.2K
$17.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.92K- 7.32% |
$404K - $557K
|
24.3K
$7.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.93K- 2.42% |
$405K - $559K
|
77.8K
$24M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.94K- 1.76% |
$407K - $561K
|
108K
$33.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-1.94K- 2.13% |
$408K - $562K
|
89K
$27.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.95K- 0.06% |
$410K - $565K
|
3.43M
$1.06B
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.95K- 2.0% |
$411K - $566K
|
96K
$29.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.97K- 2.64% |
$414K - $571K
|
72.5K
$22.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.97K- 2.91% |
$414K - $571K
|
65.7K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.97K- 6.48% |
$414K - $571K
|
28.4K
$8.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.97K- 0.66% |
$415K - $572K
|
298K
$91.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.98K- 6.11% |
$417K - $575K
|
30.5K
$9.41M
|