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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 %
FAM
3401
Fairtree Asset Management
South Africa
$955K
FCT
3402
First Community Trust
Iowa
$954K
I2I
3403
Insight 2811 Inc
Illinois
$954K +$33.3K +115 +4%
UWP
3404
Uniting Wealth Partners
Kansas
$954K +$42K +145 +5%
PWM
3405
Partners Wealth Management
California
$954K
PWM
3406
Puff Wealth Management
New Jersey
$953K +$245K +845 +35%
CIA
3407
Cascade Investment Advisors
Oregon
$952K
LIA
3408
LifePlan Investment Advisors
North Carolina
$951K +$672K +2,319 +242%
RC
3409
Rovin Capital
Arizona
$950K +$54.2K +187 +6%
EWP
3410
Elevation Wealth Partners
California
$949K -$4.06K -14 -0.4%
RWM
3411
RBA Wealth Management
California
$949K -$9.57K -33 -1%
AGA
3412
Arkos Global Advisors
Texas
$948K +$60.6K +209 +7%
1WM
3413
1858 Wealth Management
Ohio
$947K -$40.9K -141 -4%
OTPPB
3414
Ontario Teachers' Pension Plan Board
Ontario, Canada
$947K +$90.5K +312 +11%
CP
3415
Creekside Partners
California
$946K
ACC
3416
Acorn Creek Capital
Colorado
$946K +$12.2K +42 +1%
CHA
3417
Cooper/Haims Advisors
New York
$945K +$61.8K +213 +7%
WAG
3418
Wallace Advisory Group
California
$941K -$71.1K -290 -7%
PWM
3419
Prosperity Wealth Management
California
$939K -$53.9K -186 -5%
MF
3420
Montis Financial
Massachusetts
$937K -$71K -245 -7%
SLA
3421
Silver Lake Advisory
Utah
$936K +$38K +131 +4%
TI
3422
Truepoint Inc
Ohio
$935K +$218K +753 +30%
WFA
3423
WestHill Financial Advisors
California
$932K +$8.99K +31 +1%
WFS
3424
WealthGarden F.S.
California
$931K +$889 +3 +0.1%
WFM
3425
Wolff Financial Management
Michigan
$931K +$870 +3 +0.1%