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 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8.9K- 44.51% |
$1.87M - $2.58M
|
11.1K
$3.43M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-8.96K- 7.42% |
$1.88M - $2.6M
|
112K
$34.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-8.96K- 19.15% |
$1.88M - $2.6M
|
37.8K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-9.21K- 17.51% |
$1.94M - $2.67M
|
43.4K
$13.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.32K- 3.76% |
$1.96M - $2.7M
|
238K
$73.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-9.34K- 3.37% |
$1.96M - $2.71M
|
268K
$82.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-9.4K- 1.31% |
$1.98M - $2.73M
|
708K
$219M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-9.42K- 16.67% |
$1.98M - $2.73M
|
47.1K
$14.5M
|
|
|
Aug 15, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-9.47K- 0.23% |
$1.99M - $2.74M
|
4.18M
$1.29B
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.54K- 55.76% |
$2.01M - $2.76M
|
7.57K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.56K- 0.49% |
$2.01M - $2.77M
|
1.93M
$596M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-9.6K- 1.75% |
$2.02M - $2.78M
|
538K
$166M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-9.78K- 13.45% |
$2.06M - $2.84M
|
63K
$19.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-9.89K- 1.92% |
$2.08M - $2.87M
|
506K
$156M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-9.97K- 1.44% |
$2.1M - $2.89M
|
680K
$210M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Securities Corp
New York, NY |
SELL
|
- |
-10K- 6.25% |
$2.1M - $2.9M
|
150K
$46.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-10K- 23.53% |
$2.1M - $2.9M
|
32.5K
$10M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10.1K- 1.1% |
$2.13M - $2.93M
|
913K
$282M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-10.2K- 7.3% |
$2.14M - $2.95M
|
129K
$39.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-10.2K- 48.64% |
$2.14M - $2.95M
|
10.8K
$3.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-10.2K- 6.34% |
$2.14M - $2.96M
|
151K
$46.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-10.2K- 44.84% |
$2.15M - $2.97M
|
12.6K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-10.3K- 9.94% |
$2.16M - $2.97M
|
92.9K
$28.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
SELL
|
- |
-10.3K- 2.04% |
$2.16M - $2.98M
|
493K
$152M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-10.4K- 6.79% |
$2.19M - $3.02M
|
143K
$44.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-10.5K- 9.81% |
$2.21M - $3.04M
|
96.5K
$29.8M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-10.5K- 0.45% |
$2.21M - $3.05M
|
2.31M
$713M
|
|
|
Aug 12, 2025
Q2 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-10.7K- 7.83% |
$2.25M - $3.1M
|
126K
$38.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-10.8K- 0.34% |
$2.27M - $3.13M
|
3.2M
$990M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-10.8K- 27.2% |
$2.28M - $3.14M
|
29K
$8.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-11K- 13.86% |
$2.32M - $3.2M
|
68.5K
$21.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-11.1K- 3.08% |
$2.34M - $3.23M
|
350K
$108M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-11.3K- 2.6% |
$2.38M - $3.28M
|
423K
$131M
|
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-11.4K- 88.17% |
$2.39M - $3.29M
|
1.52K
$471K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-11.8K- 6.34% |
$2.47M - $3.41M
|
174K
$53.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kp Management LLC
Edina, MN |
SELL
|
- |
-12K- 72.77% |
$2.53M - $3.49M
|
4.5K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-12K- 40.87% |
$2.53M - $3.49M
|
17.4K
$5.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-12.1K- 7.63% |
$2.54M - $3.5M
|
146K
$45.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-12.1K- 64.52% |
$2.55M - $3.51M
|
6.66K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-12.2K- 95.65% |
$2.57M - $3.54M
|
556
$172K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-12.2K- 3.6% |
$2.57M - $3.54M
|
327K
$101M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-12.3K- 0.89% |
$2.59M - $3.57M
|
1.37M
$422M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-12.7K- 19.4% |
$2.66M - $3.67M
|
52.6K
$16.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.7K- 3.6% |
$2.68M - $3.69M
|
341K
$105M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12.9K- 1.66% |
$2.7M - $3.73M
|
762K
$235M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-12.9K- 31.13% |
$2.72M - $3.74M
|
28.6K
$8.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-12.9K- 26.33% |
$2.72M - $3.75M
|
36.2K
$11.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-13K- 90.64% |
$2.72M - $3.75M
|
1.34K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-13K- 90.02% |
$2.73M - $3.77M
|
1.44K
$445K
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-13K- 36.28% |
$2.73M - $3.77M
|
22.8K
$7.05M
|