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 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.39K- 1.23% |
$503K - $694K
|
192K
$59.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.43K- 7.67% |
$510K - $704K
|
29.2K
$9.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.45K- 1.17% |
$514K - $709K
|
206K
$63.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-2.46K- 1.4% |
$517K - $713K
|
173K
$53.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-2.49K- 3.53% |
$523K - $721K
|
68K
$21M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.5K- 11.09% |
$525K - $724K
|
20K
$6.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-2.5K- 17.15% |
$525K - $724K
|
12.1K
$3.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.51K- 4.83% |
$528K - $727K
|
49.4K
$15.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.51K- 3.88% |
$529K - $729K
|
62.3K
$19.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.52K- 10.72% |
$529K - $729K
|
20.9K
$6.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.53K- 6.0% |
$531K - $732K
|
39.6K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.53K- 4.79% |
$531K - $732K
|
50.3K
$15.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-2.54K- 19.92% |
$533K - $735K
|
10.2K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Tang Capital Management LLC
San Diego, CA |
SELL
|
- |
-2.54K- 28.71% |
$535K - $737K
|
6.31K
$1.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.55K- 7.9% |
$535K - $738K
|
29.7K
$9.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-2.55K- 1.51% |
$535K - $738K
|
166K
$51.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-2.59K- 1.23% |
$545K - $752K
|
208K
$64.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.61K- 1.14% |
$549K - $756K
|
227K
$70M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-2.62K- 3.5% |
$551K - $760K
|
72.2K
$22.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-2.64K- 8.87% |
$555K - $764K
|
27.1K
$8.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.65K- 0.75% |
$557K - $769K
|
350K
$108M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.67K- 6.65% |
$561K - $774K
|
37.5K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 12.28% |
$562K - $776K
|
19.1K
$5.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-2.68K- 1.07% |
$563K - $777K
|
248K
$76.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.7K- 12.72% |
$569K - $784K
|
18.5K
$5.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.74K- 61.83% |
$576K - $794K
|
1.69K
$522K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.75K- 2.04% |
$578K - $797K
|
132K
$40.8M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.76K- 13.34% |
$579K - $799K
|
17.9K
$5.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-2.77K- 1.38% |
$581K - $802K
|
197K
$60.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-2.78K- 2.07% |
$584K - $805K
|
131K
$40.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-2.8K- 0.62% |
$588K - $811K
|
449K
$139M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-2.8K- 0.74% |
$589K - $812K
|
375K
$116M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.81K- 5.7% |
$590K - $813K
|
46.4K
$14.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.82K- 1.9% |
$592K - $816K
|
145K
$44.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.82K- 6.53% |
$593K - $818K
|
40.4K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.83K- 0.61% |
$595K - $820K
|
457K
$141M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-2.84K- 8.0% |
$597K - $823K
|
32.7K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.85K- 8.58% |
$599K - $825K
|
30.3K
$9.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.86K- 19.21% |
$602K - $830K
|
12K
$3.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.88K- 17.23% |
$606K - $835K
|
13.8K
$4.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-2.89K- 1.69% |
$607K - $838K
|
168K
$51.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-2.89K- 1.14% |
$608K - $838K
|
252K
$77.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-2.91K- 35.52% |
$613K - $845K
|
5.29K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.91K- 3.23% |
$613K - $845K
|
87.3K
$27M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2.92K- 2.86% |
$613K - $845K
|
99K
$30.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.92K- 7.72% |
$614K - $847K
|
34.9K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.93K- 46.89% |
$617K - $850K
|
3.32K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-2.94K- 0.36% |
$618K - $851K
|
817K
$253M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.98K- 3.35% |
$626K - $863K
|
86K
$26.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.99K- 2.84% |
$628K - $866K
|
102K
$31.6M
|