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 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-6.45K- 51.87% |
$1.36M - $1.87M
|
5.99K
$1.85M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6.47K- 16.72% |
$1.36M - $1.88M
|
32.2K
$9.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-6.49K- 86.04% |
$1.36M - $1.88M
|
1.05K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.54K- 8.61% |
$1.38M - $1.9M
|
69.4K
$21.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-6.6K- 1.75% |
$1.39M - $1.91M
|
372K
$115M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6.63K- 3.8% |
$1.39M - $1.92M
|
168K
$51.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6.63K- 1.5% |
$1.39M - $1.92M
|
437K
$135M
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-6.66K- 5.65% |
$1.4M - $1.93M
|
111K
$34.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Palmer Knight CO
|
SELL
|
- |
-6.72K- 20.23% |
$1.41M - $1.95M
|
26.5K
$8.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-6.78K- 48.63% |
$1.43M - $1.97M
|
7.17K
$2.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-6.84K- 18.18% |
$1.44M - $1.98M
|
30.8K
$9.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-6.93K- 13.84% |
$1.46M - $2.01M
|
43.2K
$13.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-6.97K- 80.0% |
$1.47M - $2.02M
|
1.74K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-6.97K- 18.88% |
$1.47M - $2.02M
|
30K
$9.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.02K- 19.66% |
$1.48M - $2.03M
|
28.7K
$8.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.06K- 1.85% |
$1.48M - $2.05M
|
375K
$116M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-7.21K- 6.71% |
$1.52M - $2.09M
|
100K
$31M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-7.26K- 31.52% |
$1.53M - $2.1M
|
15.8K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.32K- 2.42% |
$1.54M - $2.12M
|
295K
$91M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-7.5K- 9.92% |
$1.58M - $2.17M
|
68.1K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-7.5K- 15.63% |
$1.58M - $2.17M
|
40.5K
$12.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-7.56K- 49.5% |
$1.59M - $2.19M
|
7.72K
$2.38M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.59K- 20.24% |
$1.6M - $2.2M
|
29.9K
$9.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.64K- 2.56% |
$1.61M - $2.21M
|
291K
$89.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-7.66K- 5.05% |
$1.61M - $2.22M
|
144K
$44.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-7.67K- 7.63% |
$1.61M - $2.22M
|
92.9K
$28.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-7.83K- 81.55% |
$1.65M - $2.27M
|
1.77K
$547K
|
|
|
Aug 07, 2025
Q2 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-8K- 3.01% |
$1.68M - $2.32M
|
258K
$79.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-8.04K- 12.1% |
$1.69M - $2.33M
|
58.4K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-8.08K- 74.02% |
$1.7M - $2.34M
|
2.84K
$876K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-8.18K- 85.77% |
$1.72M - $2.37M
|
1.36K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.18K- 6.63% |
$1.72M - $2.37M
|
115K
$35.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-8.19K- 9.39% |
$1.72M - $2.37M
|
79.1K
$24.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-8.28K- 67.65% |
$1.74M - $2.4M
|
3.96K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-8.29K- 3.21% |
$1.74M - $2.4M
|
250K
$77.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.29K- 1.98% |
$1.74M - $2.4M
|
410K
$127M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.38K- 3.18% |
$1.76M - $2.43M
|
255K
$78.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-8.42K- 80.04% |
$1.77M - $2.44M
|
2.1K
$649K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-8.44K- 2.42% |
$1.77M - $2.45M
|
340K
$105M
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-8.45K- 83.71% |
$1.78M - $2.45M
|
1.64K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-8.54K- 0.59% |
$1.8M - $2.48M
|
1.45M
$447M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-8.6K- 23.41% |
$1.81M - $2.49M
|
28.1K
$8.68M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.65K- 11.59% |
$1.82M - $2.51M
|
65.9K
$20.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-8.68K- 2.5% |
$1.83M - $2.52M
|
338K
$104M
|
|
|
Aug 05, 2025
Q2 2025
|
Torray LLC
|
SELL
|
- |
-8.69K- 14.0% |
$1.83M - $2.52M
|
53.4K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.77K- 2.9% |
$1.84M - $2.54M
|
294K
$90.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.78K- 7.51% |
$1.85M - $2.54M
|
108K
$33.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-8.84K- 3.18% |
$1.86M - $2.56M
|
269K
$83.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8.86K- 6.84% |
$1.86M - $2.57M
|
121K
$37.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-8.88K- 3.48% |
$1.87M - $2.57M
|
246K
$76.1M
|