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JPMorgan Chase

4,640 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,983 increasing their positions, 1,966 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,640
Holders Change
+47
Holders Change %
+1.02%
% of All Funds
62.18%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.49%
New
245
Increased
1,983
Reduced
1,966
Closed
105
Calls
$9.99B
Puts
$11B
Net Calls
-$1B
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
KOC
3326
Koss-Olinger Consulting
Florida
$1.05M -$31K -107 -3%
GPWM
3327
Grant Private Wealth Management
California
$1.05M -$1.09M -3,746 -51%
CFP
3328
Cascade Financial Partners
California
$1.05M +$130K +450 +14%
TFA
3329
Tranquilli Financial Advisor
New Jersey
$1.05M -$61.2K -211 -6%
HNWA
3330
Henrickson Nauta Wealth Advisors
Michigan
$1.05M +$29.6K +102 +3%
GFWA
3331
Grey Fox Wealth Advisors
Delaware
$1.05M -$3.48K -12 -0.3%
HI
3332
Humankind Investments
New York
$1.04M -$168K -578 -14%
SC
3333
Summa Corp
Texas
$1.04M -$116K -400 -10%
CF
3334
Cyr Financial
Illinois
$1.04M +$255K +879 +32%
SI
3335
Stonekeep Investments
New Mexico
$1.04M +$1.45K +5 +0.1%
JF
3336
Joule Financial
Kentucky
$1.04M -$11K -38 -1%
BFS
3337
BridgePort Financial Solutions
Iowa
$1.04M +$30.7K +106 +3%
ACA
3338
American Capital Advisory
Idaho
$1.04M -$32.8K -113 -3%
SWM
3339
SilverOak Wealth Management
Minnesota
$1.04M +$166K +574 +19%
MCM
3340
Magnolia Capital Management
New York
$1.04M
PCM
3341
Presidio Capital Management
California
$1.03M +$320K +1,105 +45%
CCG
3342
Coastwise Capital Group
California
$1.03M +$37.1K +128 +4%
BWM
3343
BankPlus Wealth Management
Mississippi
$1.03M +$29K +100 +3%
Fuller & Thaler Asset Management
3344
Fuller & Thaler Asset Management
California
$1.02M
CFAM
3345
Center For Asset Management
Florida
$1.02M -$13.2K -55 -1%
CIA
3346
Compass Ion Advisors
Pennsylvania
$1.02M +$5.51K +19 +0.5%
ISFAN
3347
Investor's Fiduciary Advisor Network
Washington
$1.02M +$19.4K +67 +2%
WIM
3348
Warwick Investment Management
Texas
$1.02M +$10.7K +37 +1%
MWA
3349
Motive Wealth Advisors
Michigan
$1.02M +$95.1K +328 +10%
HC
3350
Hourglass Capital
Texas
$1.02M