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 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.36K- 4.7% |
$287K - $395K
|
27.6K
$7.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.4K- 3.29% |
$293K - $404K
|
41K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.41K- 2.31% |
$296K - $409K
|
59.7K
$16.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.44K- 11.94% |
$302K - $417K
|
10.6K
$3M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.45K- 7.0% |
$304K - $419K
|
19.2K
$5.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.5K- 1.66% |
$315K - $434K
|
88.8K
$25.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.59K- 52.68% |
$335K - $462K
|
1.43K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-1.66K- 38.61% |
$348K - $480K
|
2.64K
$746K
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.66K- 4.72% |
$350K - $482K
|
33.6K
$9.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.68K- 2.27% |
$352K - $486K
|
72.3K
$20.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.75K- 15.27% |
$368K - $507K
|
9.71K
$2.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.86K- 5.6% |
$391K - $540K
|
31.3K
$8.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.87K- 2.64% |
$394K - $543K
|
68.9K
$19.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.97K- 2.64% |
$414K - $571K
|
72.5K
$20.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.16K- 6.22% |
$454K - $626K
|
32.6K
$9.23M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.19K- 26.52% |
$460K - $635K
|
6.06K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-2.19K- 2.1% |
$461K - $636K
|
102K
$28.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.2K- 5.39% |
$462K - $638K
|
38.6K
$10.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.35K- 3.5% |
$495K - $682K
|
64.8K
$18.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.43K- 7.67% |
$510K - $704K
|
29.2K
$8.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-2.55K- 1.51% |
$535K - $738K
|
166K
$47.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.81K- 5.7% |
$590K - $813K
|
46.4K
$13.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.19K- 2.37% |
$671K - $926K
|
132K
$37.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.32K- 12.51% |
$697K - $961K
|
23.2K
$6.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.49K- 9.98% |
$734K - $1.01M
|
31.5K
$8.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.51K- 1.59% |
$739K - $1.02M
|
217K
$61.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.71K- 14.08% |
$780K - $1.08M
|
22.6K
$6.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-3.75K- 50.86% |
$788K - $1.09M
|
3.62K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.81K- 0.8% |
$801K - $1.1M
|
472K
$134M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-3.93K- 13.55% |
$827K - $1.14M
|
25.1K
$7.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.04K- 4.18% |
$850K - $1.17M
|
92.6K
$26.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.08K- 33.66% |
$859K - $1.18M
|
8.05K
$2.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.64K- 18.13% |
$975K - $1.34M
|
20.9K
$5.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.76K- 16.36% |
$1M - $1.38M
|
24.3K
$6.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4.9K- 3.82% |
$1.03M - $1.42M
|
123K
$34.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.36K- 16.14% |
$1.13M - $1.55M
|
27.8K
$7.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-7.21K- 6.71% |
$1.52M - $2.09M
|
100K
$28.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-7.5K- 9.92% |
$1.58M - $2.17M
|
68.1K
$19.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.64K- 2.56% |
$1.61M - $2.21M
|
291K
$82.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-9.6K- 1.75% |
$2.02M - $2.78M
|
538K
$152M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-11.3K- 2.6% |
$2.38M - $3.28M
|
423K
$120M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-12.2K- 3.6% |
$2.57M - $3.54M
|
327K
$92.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12.9K- 1.66% |
$2.7M - $3.73M
|
762K
$216M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-13.9K- 4.05% |
$2.92M - $4.02M
|
328K
$93M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-18.1K- 2.56% |
$3.81M - $5.26M
|
690K
$195M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-19.6K- 5.32% |
$4.11M - $5.67M
|
348K
$98.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-19.8K- 47.63% |
$4.16M - $5.73M
|
21.7K
$6.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-24.7K- 17.85% |
$5.19M - $7.15M
|
114K
$32.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-24.8K- 93.31% |
$5.21M - $7.19M
|
1.78K
$503K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-33.7K- 37.29% |
$7.1M - $9.78M
|
56.8K
$16.1M
|