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 05, 2025
Q2 2025
|
Matthew 25 Management Corp
|
SELL
|
- |
-3K- 5.45% |
$631K - $870K
|
52K
$16.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-3K- 34.59% |
$631K - $870K
|
5.68K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-3.02K- 2.35% |
$635K - $875K
|
125K
$38.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.04K- 2.06% |
$638K - $880K
|
144K
$44.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-3.04K- 76.56% |
$639K - $881K
|
931
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.05K- 12.09% |
$642K - $885K
|
22.2K
$6.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-3.06K- 14.72% |
$644K - $888K
|
17.7K
$5.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.1K- 29.57% |
$652K - $899K
|
7.38K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-3.13K- 81.62% |
$657K - $906K
|
704
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.15K- 11.64% |
$662K - $912K
|
23.9K
$7.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-3.17K- 0.28% |
$666K - $918K
|
1.14M
$351M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.19K- 2.37% |
$671K - $926K
|
132K
$40.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-3.21K- 2.0% |
$675K - $931K
|
157K
$48.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.23K- 0.28% |
$678K - $935K
|
1.16M
$359M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.23K- 15.47% |
$680K - $937K
|
17.7K
$5.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-3.25K- 52.01% |
$684K - $942K
|
3K
$927K
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.25K- 0.06% |
$684K - $943K
|
5.05M
$1.56B
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.26K- 0.27% |
$686K - $945K
|
1.2M
$369M
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-3.29K- 5.99% |
$691K - $953K
|
51.6K
$15.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.32K- 12.51% |
$697K - $961K
|
23.2K
$7.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.35K- 55.22% |
$705K - $972K
|
2.72K
$840K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3.36K- 63.37% |
$707K - $974K
|
1.94K
$600K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.38K- 25.53% |
$710K - $978K
|
9.84K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.39K- 4.04% |
$713K - $983K
|
80.6K
$24.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.41K- 1.02% |
$718K - $989K
|
331K
$102M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.42K- 4.58% |
$719K - $991K
|
71.1K
$22M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.45K- 8.93% |
$725K - $999K
|
35.2K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.46K- 6.83% |
$728K - $1M
|
47.2K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-3.47K- 8.57% |
$729K - $1.01M
|
37K
$11.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.47K- 1.63% |
$729K - $1.01M
|
209K
$64.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.47K- 30.97% |
$730K - $1.01M
|
7.74K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.49K- 9.98% |
$734K - $1.01M
|
31.5K
$9.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.51K- 1.59% |
$739K - $1.02M
|
217K
$67.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.54K- 24.08% |
$744K - $1.03M
|
11.2K
$3.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-3.58K- 2.74% |
$752K - $1.04M
|
127K
$39.2M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-3.61K- 6.49% |
$759K - $1.05M
|
52K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3.66K- 9.46% |
$770K - $1.06M
|
35K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.68K- 9.69% |
$773K - $1.07M
|
34.3K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.71K- 14.08% |
$780K - $1.08M
|
22.6K
$6.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.74K- 17.29% |
$786K - $1.08M
|
17.9K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.74K- 12.57% |
$787K - $1.09M
|
26K
$8.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-3.75K- 50.86% |
$788K - $1.09M
|
3.62K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.76K- 2.13% |
$790K - $1.09M
|
173K
$53.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.8K- 2.53% |
$799K - $1.1M
|
147K
$45.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.81K- 0.8% |
$801K - $1.1M
|
472K
$146M
|
|
|
Aug 08, 2025
Q2 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-3.81K- 0.6% |
$801K - $1.1M
|
636K
$196M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.83K- 2.56% |
$805K - $1.11M
|
146K
$45M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.84K- 3.59% |
$807K - $1.11M
|
103K
$31.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-3.84K- 8.74% |
$807K - $1.11M
|
40.1K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3.85K- 6.85% |
$809K - $1.12M
|
52.4K
$16.2M
|