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 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8.3K+ 210.26% |
$1.74M - $2.41M
|
12.2K
$3.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.27K+ 0.65% |
$1.74M - $2.4M
|
1.28M
$395M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.26K+ 10.46% |
$1.74M - $2.39M
|
87.2K
$26.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8.23K+ 11.4% |
$1.73M - $2.39M
|
80.5K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
8.2K+ 4.61% |
$1.72M - $2.38M
|
186K
$57.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
8.14K+ 499.45% |
$1.71M - $2.36M
|
9.77K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.12K+ 10.52% |
$1.71M - $2.35M
|
85.3K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
8.11K+ 23.47% |
$1.71M - $2.35M
|
42.7K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
8.1K+ 19.45% |
$1.7M - $2.35M
|
49.7K
$15.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
8.03K+ 10.07% |
$1.69M - $2.33M
|
87.8K
$27.1M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.03K+ 4.37% |
$1.69M - $2.33M
|
192K
$59.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
8.02K+ 16.1% |
$1.69M - $2.32M
|
57.8K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
8.02K+ 23.38% |
$1.69M - $2.32M
|
42.3K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
7.97KNew |
$1.68M - $2.31M
|
7.97K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.96K+ 19.68% |
$1.67M - $2.31M
|
48.4K
$14.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.87K+ 1.98% |
$1.65M - $2.28M
|
406K
$125M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.79K+ 18.61% |
$1.64M - $2.26M
|
49.7K
$15.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.66K+ 4.38% |
$1.61M - $2.22M
|
183K
$56.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
7.56K+ 6.98% |
$1.59M - $2.19M
|
116K
$35.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
7.54KNew |
$1.59M - $2.19M
|
7.54K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
7.53KNew |
$1.58M - $2.18M
|
7.53K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
7.44KNew |
$1.56M - $2.16M
|
7.44K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.38K+ 81.54% |
$1.55M - $2.14M
|
16.4K
$5.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
7.38K+ 0.8% |
$1.55M - $2.14M
|
924K
$285M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
7.25K+ 11.81% |
$1.52M - $2.1M
|
68.6K
$21.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.21K+ 7.9% |
$1.52M - $2.09M
|
98.5K
$30.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.13K+ 99.54% |
$1.5M - $2.07M
|
14.3K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.12K+ 62.71% |
$1.5M - $2.06M
|
18.5K
$5.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
7.08K+ 156.5% |
$1.49M - $2.05M
|
11.6K
$3.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
7.07K+ 46.08% |
$1.49M - $2.05M
|
22.4K
$6.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
7.02K+ 342.2% |
$1.48M - $2.03M
|
9.07K
$2.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.99K+ 10.44% |
$1.47M - $2.03M
|
73.9K
$22.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.93K+ 21.48% |
$1.46M - $2.01M
|
39.2K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
6.93KNew |
$1.46M - $2.01M
|
6.93K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.91K+ 26.29% |
$1.45M - $2M
|
33.2K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.88K+ 11.18% |
$1.45M - $1.99M
|
68.4K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.79K+ 2.93% |
$1.43M - $1.97M
|
239K
$73.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.75KNew |
$1.42M - $1.96M
|
6.75K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
6.73K+ 231.41% |
$1.42M - $1.95M
|
9.64K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
6.68K+ 7.47% |
$1.4M - $1.94M
|
96.1K
$29.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.63K+ 2.67% |
$1.39M - $1.92M
|
255K
$78.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$1.38M - $1.91M
|
6.58K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
6.56K+ 2.88% |
$1.38M - $1.9M
|
234K
$72.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.53K+ 5.95% |
$1.37M - $1.89M
|
116K
$35.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
6.48K+ 35.98% |
$1.36M - $1.88M
|
24.5K
$7.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Reik & Co., LLC
|
BUY
|
- |
6.48K+ 237.12% |
$1.36M - $1.88M
|
9.21K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
6.47K+ 14.54% |
$1.36M - $1.87M
|
51K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
6.39K+ 36.77% |
$1.34M - $1.85M
|
23.8K
$7.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
6.37KNew |
$1.34M - $1.85M
|
6.37K
$1.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
6.35K+ 8.53% |
$1.33M - $1.84M
|
80.8K
$25M
|