Purchases and Sales Made in Q4 2025 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.22M+ 223495.97% |
$1.83B - $1.99B
|
6.22M
$1.87B
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
221K+ 6.59% |
$64.9M - $70.7M
|
3.57M
$1.07B
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
186K+ 19.44% |
$54.7M - $59.6M
|
1.14M
$343M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
92.4KNew |
$27.2M - $29.6M
|
92.4K
$27.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
83.4K+ 15.2% |
$24.5M - $26.7M
|
632K
$190M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
71.1K+ 450.6% |
$20.9M - $22.8M
|
86.9K
$26.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
54.7KNew |
$16.1M - $17.5M
|
54.7K
$16.4M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
35.3K+ 43.11% |
$10.4M - $11.3M
|
117K
$35.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Nat West Group PLC
|
BUY
|
- |
31.2K+ 97.23% |
$9.16M - $9.98M
|
63.2K
$19M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
21.1KNew |
$6.21M - $6.76M
|
21.1K
$6.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
19.4K+ 2.78% |
$5.72M - $6.23M
|
718K
$216M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19K+ 8.78% |
$5.59M - $6.09M
|
236K
$70.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.8K+ 560.22% |
$4.94M - $5.38M
|
19.8K
$5.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
16.8K+ 62.1% |
$4.94M - $5.38M
|
43.9K
$13.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
14.1K+ 40.42% |
$4.16M - $4.53M
|
49.2K
$14.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14K+ 25.05% |
$4.13M - $4.49M
|
70K
$21M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12.4K+ 5.43% |
$3.65M - $3.98M
|
241K
$72.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
10.5KNew |
$3.09M - $3.37M
|
10.5K
$3.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10.2K+ 5.14% |
$3.01M - $3.28M
|
209K
$62.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
9.54KNew |
$2.81M - $3.06M
|
9.54K
$2.87M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9.37K+ 18.47% |
$2.76M - $3M
|
60.1K
$18M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.12K+ 5.46% |
$2.68M - $2.92M
|
176K
$52.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
9.12KNew |
$2.68M - $2.92M
|
9.12K
$2.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
8.42K+ 19.91% |
$2.48M - $2.7M
|
50.7K
$15.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.57K+ 68.13% |
$2.23M - $2.43M
|
18.7K
$5.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.88K+ 897.52% |
$2.02M - $2.2M
|
7.64K
$2.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
6.48K+ 1.16% |
$1.91M - $2.08M
|
567K
$170M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
6.45K+ 30.17% |
$1.9M - $2.07M
|
27.8K
$8.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.71K+ 7.55% |
$1.68M - $1.83M
|
81.4K
$24.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.23K+ 5.1% |
$1.54M - $1.67M
|
108K
$32.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
5.2KNew |
$1.53M - $1.67M
|
5.2K
$1.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
5.19K+ 25.49% |
$1.53M - $1.66M
|
25.6K
$7.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
5.16K+ 19.86% |
$1.52M - $1.65M
|
31.1K
$9.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.06K+ 2.68% |
$1.49M - $1.62M
|
193K
$58.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.91K+ 2.06% |
$1.44M - $1.57M
|
244K
$73.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.87K+ 16.36% |
$1.43M - $1.56M
|
34.7K
$10.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.8K+ 1.59% |
$1.41M - $1.54M
|
306K
$91.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
4.77KNew |
$1.4M - $1.53M
|
4.77K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
4.72K+ 501.6% |
$1.39M - $1.51M
|
5.66K
$1.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
4.67K+ 0.2% |
$1.37M - $1.49M
|
2.31M
$695M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
4.65KNew |
$1.37M - $1.49M
|
4.65K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.61K+ 49.33% |
$1.35M - $1.48M
|
13.9K
$4.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.52K+ 0.28% |
$1.33M - $1.45M
|
1.65M
$494M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.48KNew |
$1.32M - $1.44M
|
4.48K
$1.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Geremia Financial Services, LLC
Edison, NJ |
BUY
|
- |
4.45KNew |
$1.31M - $1.43M
|
4.45K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.27K+ 0.58% |
$1.25M - $1.37M
|
746K
$224M
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
BUY
|
- |
4.16K+ 22.07% |
$1.22M - $1.33M
|
23K
$6.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.96K+ 27.26% |
$1.16M - $1.27M
|
18.5K
$5.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.89K+ 38.93% |
$1.15M - $1.25M
|
13.9K
$4.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.56KNew |
$1.05M - $1.14M
|
3.56K
$1.07M
|
|