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
|
Guardian Investment Management
|
SELL
|
- |
-4.8K- 36.23% |
$1.01M - $1.39M
|
8.45K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.83K- 1.21% |
$1.02M - $1.4M
|
396K
$122M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-4.84K- 1.13% |
$1.02M - $1.4M
|
422K
$130M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4.89K- 4.12% |
$1.03M - $1.42M
|
114K
$35.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4.9K- 3.82% |
$1.03M - $1.42M
|
123K
$38.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-4.98K- 12.77% |
$1.05M - $1.44M
|
34K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-5.04K- 72.05% |
$1.06M - $1.46M
|
1.95K
$604K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-5.1K- 28.93% |
$1.07M - $1.48M
|
12.5K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-5.11K- 0.69% |
$1.08M - $1.48M
|
734K
$227M
|
|
|
Aug 19, 2025
Q2 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-5.12K- 31.05% |
$1.08M - $1.48M
|
11.4K
$3.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-5.23K- 21.42% |
$1.1M - $1.52M
|
19.2K
$5.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-5.23K- 14.82% |
$1.1M - $1.52M
|
30.1K
$9.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.23K- 12.47% |
$1.1M - $1.52M
|
36.7K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-5.25K- 11.24% |
$1.1M - $1.52M
|
41.5K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5.27K- 26.01% |
$1.11M - $1.53M
|
15K
$4.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.28K- 0.56% |
$1.11M - $1.53M
|
936K
$289M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-5.33K- 6.51% |
$1.12M - $1.54M
|
76.5K
$23.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-5.34K- 2.6% |
$1.12M - $1.55M
|
200K
$61.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.34K- 1.21% |
$1.12M - $1.55M
|
438K
$135M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.36K- 16.14% |
$1.13M - $1.55M
|
27.8K
$8.59M
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-5.38K- 3.72% |
$1.13M - $1.56M
|
139K
$43M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-5.5K- 1.5% |
$1.16M - $1.59M
|
361K
$111M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5.51K- 2.68% |
$1.16M - $1.6M
|
200K
$61.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.53K- 0.31% |
$1.16M - $1.6M
|
1.8M
$557M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.6K- 23.56% |
$1.18M - $1.62M
|
18.2K
$5.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-5.61K- 37.15% |
$1.18M - $1.63M
|
9.5K
$2.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-5.65K- 0.33% |
$1.19M - $1.64M
|
1.7M
$524M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.7K- 29.52% |
$1.2M - $1.65M
|
13.6K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-5.74K- 2.6% |
$1.21M - $1.66M
|
215K
$66.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.76K- 3.51% |
$1.21M - $1.67M
|
159K
$49M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.8K- 27.9% |
$1.22M - $1.68M
|
15K
$4.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Tam Capital Management Inc.
Stamford, CT |
SELL
|
- |
-5.81K- 4.83% |
$1.22M - $1.68M
|
115K
$35.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-5.84K- 0.85% |
$1.23M - $1.69M
|
683K
$211M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.89K- 22.91% |
$1.24M - $1.71M
|
19.8K
$6.13M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-5.91K- 6.72% |
$1.24M - $1.71M
|
82.1K
$25.4M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.96K- 0.63% |
$1.25M - $1.73M
|
944K
$292M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.04K- 1.63% |
$1.27M - $1.75M
|
364K
$113M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-6.06K- 8.71% |
$1.27M - $1.76M
|
63.5K
$19.6M
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-6.11K- 39.01% |
$1.28M - $1.77M
|
9.54K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-6.11K- 1.7% |
$1.29M - $1.77M
|
354K
$109M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.13K- 0.99% |
$1.29M - $1.78M
|
616K
$190M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-6.14K- 33.11% |
$1.29M - $1.78M
|
12.4K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6.16K- 12.1% |
$1.3M - $1.79M
|
44.8K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-6.26K- 1.08% |
$1.32M - $1.82M
|
572K
$177M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.27K- 8.64% |
$1.32M - $1.82M
|
66.4K
$20.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-6.29K- 3.46% |
$1.32M - $1.82M
|
176K
$54.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-6.3K- 53.17% |
$1.32M - $1.83M
|
5.55K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-6.31K- 2.16% |
$1.33M - $1.83M
|
286K
$88.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.35K- 29.05% |
$1.33M - $1.84M
|
15.5K
$4.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-6.39K- 6.14% |
$1.34M - $1.85M
|
97.7K
$30.2M
|