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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 %
AFA
3476
Allium Financial Advisors
Oregon
$878K -$8.7K -30 -1%
AWM
3477
Allen Wealth Management
North Carolina
$874K -$29K -100 -3%
IP
3478
Isthmus Partners
Wisconsin
$873K +$173K +596 +25%
EFG
3479
Elios Financial Group
Ohio
$873K +$870 +3 +0.1%
GAA
3480
Global Assets Advisory
Florida
$872K +$235K +810 +37%
DWM
3481
DecisionMap Wealth Management
Virginia
$872K +$14.5K +50 +2%
PIC
3482
Portland Investment Counsel
Ontario, Canada
$870K -$942K -3,251 -52%
AS
3483
Altshuler Shaham
Israel
$870K
BAM
3484
BOCHK Asset Management
Hong Kong
$870K +$580K +2,000 +200%
RSWA
3485
Robinson Smith Wealth Advisors
Maine
$869K -$66.7K -230 -7%
HWA
3486
Hillcrest Wealth Advisors
New Jersey
$868K -$115K -395 -12%
AWP
3487
Abacus Wealth Partners
California
$867K +$52.2K +180 +6%
FFWM
3488
Future Financial Wealth Management
Ohio
$866K +$1.16K +4 +0.1%
HIS
3489
Harvest Investment Services
Illinois
$865K +$59.7K +206 +7%
FA
3490
FSA Advisors
Michigan
$865K +$3.48K +12 +0.4%
TBWA
3491
Three Bridge Wealth Advisors
California
$865K +$274K +944 +46%
VFP
3492
Verus Financial Partners
Virginia
$865K +$242K +854 +39%
BCMLT
3493
Beacon Capital Management LLC (Tennessee)
Tennessee
$864K +$12.5K +43 +1%
WFPG
3494
Waller Financial Planning Group
Ohio
$863K -$77.4K -267 -8%
BMD
3495
Better Money Decisions
New Mexico
$860K +$4.06K +14 +0.5%
SFC
3496
Strategic Financial Concepts
Texas
$860K +$217K +793 +34%
WFAG
3497
Wescott Financial Advisory Group
Pennsylvania
$860K +$6.38K +22 +0.7%
VWA
3498
VSM Wealth Advisory
Maryland
$859K +$21.7K +75 +3%
CWM
3499
Centricity Wealth Management
Ohio
$859K -$39.7K -137 -4%
HCWM
3500
Hidden Cove Wealth Management
Washington
$856K +$56.5K +195 +7%