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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 %
SHF
3551
Safe Harbor Fiduciary
Florida
$810K -$31.3K -108 -4%
NIWA
3552
New Insight Wealth Advisors
California
$809K
SWG
3553
Summit Wealth Group
Vermont
$807K +$43.2K +149 +6%
MWM
3554
Mindset Wealth Management
Indiana
$806K -$44.9K -155 -5%
ASG
3555
Ariston Services Group
California
$805K
OFO
3556
OneAscent Family Office
Alabama
$805K -$26.4K -91 -3%
KBG
3557
Kahn Brothers Group
New York
$805K +$805K +2,775 New
PG
3558
Prostatis Group
Maryland
$804K -$137K -474 -15%
OAM
3559
Oxford Asset Management
United Kingdom
$803K +$803K +2,770 New
AFP
3560
Alpha Financial Partners
Kentucky
$803K -$13.3K -46 -2%
FI
3561
Financial Insights
Washington
$803K +$92.5K +319 +13%
VC
3562
Veery Capital
Delaware
$800K +$1.16K +4 +0.1%
BBA
3563
Braun-Bostich & Associates
Pennsylvania
$799K -$32.8K -113 -4%
LAMNM
3564
Longview Asset Management (New Mexico)
New Mexico
$799K +$128K +440 +19%
PCM
3565
Perritt Capital Management
Illinois
$798K -$35.4K -122 -4%
LBC
3566
Leigh Baldwin & Co
New York
$798K +$48.7K +168 +7%
B
3567
Bensler
Washington
$798K +$217K +748 +37%
HIM
3568
Hanlon Investment Management
New Jersey
$797K -$53.1K -183 -6%
SA
3569
Strategic Advocates
Utah
$792K +$132K +456 +20%
HGWM
3570
Horst & Graben Wealth Management
Oregon
$792K -$1.74K -6 -0.2%
KAM
3571
KEB Asset Management
Illinois
$792K
IRC
3572
Investors Research Corp
Georgia
$789K
FZCM
3573
Flynn Zito Capital Management
New York
$789K +$87.6K +302 +12%
PFA
3574
Pathway Financial Advisors
Vermont
$788K -$972K -3,353 -55%
SIM
3575
SSI Investment Management
California
$788K -$268K -923 -25%