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 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-19.8K- 47.63% |
$4.16M - $5.73M
|
21.7K
$6.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.9K- 1.15% |
$4.19M - $5.78M
|
1.71M
$530M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-20.2K- 7.51% |
$4.25M - $5.86M
|
249K
$76.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-20.2K- 2.14% |
$4.26M - $5.87M
|
926K
$286M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-20.7K- 1.48% |
$4.34M - $5.99M
|
1.37M
$424M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20.8K- 17.05% |
$4.37M - $6.03M
|
101K
$31.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-20.8K- 2.93% |
$4.38M - $6.04M
|
690K
$213M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-21K- 9.73% |
$4.41M - $6.08M
|
194K
$60.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-21.5K- 66.5% |
$4.52M - $6.23M
|
10.8K
$3.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-21.7K- 4.88% |
$4.56M - $6.29M
|
423K
$131M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-21.9K- 12.25% |
$4.6M - $6.34M
|
157K
$48.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-22K- 10.03% |
$4.62M - $6.37M
|
197K
$60.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-22.4K- 4.32% |
$4.7M - $6.48M
|
495K
$153M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-22.4K- 12.79% |
$4.72M - $6.5M
|
153K
$47.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-22.8K- 20.89% |
$4.8M - $6.61M
|
86.4K
$26.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Hosking Partners LLP
|
SELL
|
- |
-23K- 16.14% |
$4.83M - $6.66M
|
119K
$36.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23K- 17.13% |
$4.84M - $6.68M
|
111K
$34.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-23K- 11.01% |
$4.85M - $6.68M
|
186K
$57.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23.1K- 91.74% |
$4.85M - $6.69M
|
2.08K
$642K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-23.1K- 12.02% |
$4.87M - $6.71M
|
169K
$52.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-23.4K- 5.74% |
$4.91M - $6.78M
|
384K
$119M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-23.8K- 0.86% |
$5M - $6.89M
|
2.75M
$849M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-24.3K- 2.07% |
$5.11M - $7.05M
|
1.15M
$356M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-24.5K- 0.97% |
$5.15M - $7.1M
|
2.5M
$771M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-24.7K- 17.85% |
$5.19M - $7.15M
|
114K
$35.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-24.7K- 46.65% |
$5.2M - $7.17M
|
28.3K
$8.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-24.8K- 93.31% |
$5.21M - $7.19M
|
1.78K
$549K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-25K- 1.35% |
$5.26M - $7.25M
|
1.83M
$565M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.9K- 0.63% |
$5.45M - $7.51M
|
4.09M
$1.26B
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-26.7K- 46.91% |
$5.61M - $7.73M
|
30.2K
$9.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-27K- 81.36% |
$5.69M - $7.84M
|
6.2K
$1.91M
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-27.1K- 2.71% |
$5.7M - $7.86M
|
975K
$301M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-28K- 26.76% |
$5.89M - $8.13M
|
76.7K
$23.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-28.1K- 13.57% |
$5.9M - $8.13M
|
179K
$55.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-28.8K- 34.98% |
$6.05M - $8.34M
|
53.5K
$16.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-29.1K- 49.28% |
$6.13M - $8.45M
|
30K
$9.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-29.2K- 1.6% |
$6.15M - $8.48M
|
1.8M
$555M
|
|
|
Jul 31, 2025
Q2 2025
|
Nat West Group PLC
|
SELL
|
- |
-30K- 48.71% |
$6.31M - $8.7M
|
31.6K
$9.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-30.8K- 87.81% |
$6.48M - $8.94M
|
4.28K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.1K- 45.89% |
$6.55M - $9.03M
|
36.7K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-31.2K- 37.81% |
$6.56M - $9.04M
|
51.3K
$15.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-31.9K- 29.49% |
$6.72M - $9.26M
|
76.4K
$23.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-32.6K- 32.92% |
$6.86M - $9.46M
|
66.5K
$20.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-33.6K- 1.55% |
$7.06M - $9.74M
|
2.14M
$661M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-33.7K- 37.29% |
$7.1M - $9.78M
|
56.8K
$17.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-33.8K- 57.91% |
$7.1M - $9.79M
|
24.5K
$7.58M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.8K- 31.5% |
$7.11M - $9.81M
|
73.6K
$22.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33.9K- 0.5% |
$7.12M - $9.82M
|
6.76M
$2.09B
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-33.9K- 5.65% |
$7.13M - $9.83M
|
566K
$175M
|
|
|
Aug 05, 2025
Q2 2025
|
Homestead Advisers Corp
|
SELL
|
- |
-33.9K- 4.49% |
$7.13M - $9.83M
|
722K
$223M
|