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 14, 2025
Q2 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-3.85K- 2.81% |
$810K - $1.12M
|
133K
$41.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-3.86K- 2.26% |
$812K - $1.12M
|
167K
$51.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-3.88K- 21.27% |
$816K - $1.12M
|
14.4K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3.88K- 1.09% |
$817K - $1.13M
|
351K
$109M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-3.91K- 29.28% |
$821K - $1.13M
|
9.43K
$2.91M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.92K- 4.4% |
$823K - $1.14M
|
85.1K
$26.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-3.92K- 49.91% |
$825K - $1.14M
|
3.94K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-3.93K- 13.55% |
$827K - $1.14M
|
25.1K
$7.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.97K- 1.55% |
$835K - $1.15M
|
252K
$78M
|
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
SELL
|
- |
-3.97K- 0.54% |
$835K - $1.15M
|
729K
$225M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.98K- 7.13% |
$836K - $1.15M
|
51.8K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.01K- 0.83% |
$843K - $1.16M
|
480K
$148M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.02K- 0.86% |
$846K - $1.17M
|
461K
$143M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.04K- 4.18% |
$850K - $1.17M
|
92.6K
$28.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 9.81% |
$852K - $1.17M
|
37.2K
$11.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.06K- 1.95% |
$853K - $1.18M
|
204K
$63.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.07K- 13.57% |
$855K - $1.18M
|
25.9K
$8M
|
|
|
Aug 07, 2025
Q2 2025
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-4.07K- 50.0% |
$856K - $1.18M
|
4.07K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.08K- 28.12% |
$858K - $1.18M
|
10.4K
$3.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-4.08K- 73.17% |
$858K - $1.18M
|
1.5K
$462K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.08K- 33.66% |
$859K - $1.18M
|
8.05K
$2.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-4.09K- 9.87% |
$859K - $1.18M
|
37.3K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-4.09K- 3.13% |
$860K - $1.19M
|
126K
$39.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.11K- 3.02% |
$865K - $1.19M
|
132K
$40.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.13K- 0.76% |
$868K - $1.2M
|
541K
$167M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.21K- 3.49% |
$885K - $1.22M
|
116K
$35.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.27K- 2.05% |
$897K - $1.24M
|
204K
$63M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.29K- 19.99% |
$903K - $1.24M
|
17.2K
$5.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.31K- 41.07% |
$907K - $1.25M
|
6.19K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-4.33K- 3.16% |
$910K - $1.25M
|
132K
$40.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.36K- 7.43% |
$917K - $1.26M
|
54.4K
$16.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
SELL
|
- |
-4.38K- 7.41% |
$920K - $1.27M
|
54.7K
$16.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-4.41K- 12.09% |
$928K - $1.28M
|
32.1K
$9.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.41K- 4.24% |
$928K - $1.28M
|
99.6K
$30.8M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.45K- 4.96% |
$936K - $1.29M
|
85.3K
$26.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.46K- 5.77% |
$939K - $1.29M
|
73K
$22.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.47K- 10.31% |
$940K - $1.3M
|
38.9K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.51K- 2.12% |
$949K - $1.31M
|
208K
$64.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4.55K- 38.73% |
$956K - $1.32M
|
7.2K
$2.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.64K- 18.13% |
$975K - $1.34M
|
20.9K
$6.47M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 0.17% |
$982K - $1.35M
|
2.71M
$836M
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4.69K- 14.64% |
$986K - $1.36M
|
27.3K
$8.44M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.69K- 72.06% |
$987K - $1.36M
|
1.82K
$562K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.72K- 2.45% |
$992K - $1.37M
|
188K
$58M
|
|
|
Aug 04, 2025
Q2 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-4.72K- 2.66% |
$992K - $1.37M
|
172K
$53.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-4.73K- 1.99% |
$994K - $1.37M
|
233K
$71.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-4.73K- 0.63% |
$995K - $1.37M
|
747K
$231M
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-4.74K- 77.1% |
$996K - $1.37M
|
1.41K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.76K- 16.36% |
$1M - $1.38M
|
24.3K
$7.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.78K- 1.41% |
$1M - $1.38M
|
334K
$103M
|