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 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.34KNew |
$1.33M - $1.84M
|
6.34K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.24K+ 8.93% |
$1.31M - $1.81M
|
76.1K
$23.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
6.24K+ 45.55% |
$1.31M - $1.81M
|
19.9K
$6.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.23K+ 0.52% |
$1.31M - $1.81M
|
1.2M
$372M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.09K+ 52.84% |
$1.28M - $1.76M
|
17.6K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.08K+ 6.87% |
$1.28M - $1.76M
|
94.6K
$29.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
6.08K+ 7.62% |
$1.28M - $1.76M
|
85.8K
$26.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6KNew |
$1.26M - $1.74M
|
6K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
BUY
|
- |
6K+ 28.41% |
$1.26M - $1.74M
|
27.1K
$8.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
6K+ 7.54% |
$1.26M - $1.74M
|
85.6K
$26.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.93K+ 29.94% |
$1.25M - $1.72M
|
25.7K
$7.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.92K+ 3.05% |
$1.24M - $1.72M
|
200K
$61.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.88KNew |
$1.24M - $1.7M
|
5.88K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.85K+ 5.96% |
$1.23M - $1.7M
|
104K
$32.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.75K+ 261.55% |
$1.21M - $1.67M
|
7.95K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.69KNew |
$1.2M - $1.65M
|
5.69K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.67K+ 441.36% |
$1.19M - $1.64M
|
6.95K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.64KNew |
$1.19M - $1.63M
|
5.64K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
5.63K+ 36.33% |
$1.18M - $1.63M
|
21.1K
$6.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
5.61K+ 2.57% |
$1.18M - $1.63M
|
224K
$69.3M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
5.56K+ 3.43% |
$1.17M - $1.61M
|
168K
$51.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.51K+ 162.5% |
$1.16M - $1.6M
|
8.9K
$2.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
5.5KNew |
$1.16M - $1.59M
|
5.5K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
5.48KNew |
$1.15M - $1.59M
|
5.48K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.47K+ 4.6% |
$1.15M - $1.59M
|
124K
$38.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.43K+ 1.63% |
$1.14M - $1.58M
|
338K
$104M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.43K+ 81.13% |
$1.14M - $1.57M
|
12.1K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.4K+ 6.69% |
$1.14M - $1.57M
|
86.2K
$26.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.38K+ 23.54% |
$1.13M - $1.56M
|
28.2K
$8.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
5.35KNew |
$1.13M - $1.55M
|
5.35K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.35K+ 105.5% |
$1.12M - $1.55M
|
10.4K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.31K+ 7.59% |
$1.12M - $1.54M
|
75.3K
$23.3M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
5.27K+ 53.37% |
$1.11M - $1.53M
|
15.2K
$4.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.26K+ 1.48% |
$1.11M - $1.53M
|
362K
$112M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.25K+ 1.62% |
$1.1M - $1.52M
|
329K
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.23K+ 0.66% |
$1.1M - $1.52M
|
792K
$245M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.23K+ 224.29% |
$1.1M - $1.52M
|
7.56K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.15K+ 15.88% |
$1.08M - $1.49M
|
37.6K
$11.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.15K+ 202.64% |
$1.08M - $1.49M
|
7.69K
$2.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.15K+ 2.29% |
$1.08M - $1.49M
|
230K
$71.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.09KNew |
$1.07M - $1.48M
|
5.09K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
5.07K+ 6.83% |
$1.07M - $1.47M
|
79.3K
$24.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.03K+ 4.12% |
$1.06M - $1.46M
|
127K
$39.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
5K+ 6.92% |
$1.05M - $1.45M
|
77.2K
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5K+ 20.0% |
$1.05M - $1.45M
|
30K
$9.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 34.31% |
$1.04M - $1.43M
|
19.3K
$5.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.94K+ 49.72% |
$1.04M - $1.43M
|
14.9K
$4.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.93KNew |
$1.04M - $1.43M
|
4.93K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.93K+ 17.23% |
$1.04M - $1.43M
|
33.5K
$10.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
4.92K+ 2.64% |
$1.03M - $1.43M
|
191K
$59M
|