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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 %
IA
3651
Inspire Advisors
Idaho
$708K +$116K +399 +20%
IPW
3652
Intergy Private Wealth
Colorado
$707K +$28.1K +97 +4%
MMHP
3653
Murphy Middleton Hinkle & Parker
Georgia
$707K
BGAI
3654
Bruce G. Allen Investments
Colorado
$707K +$16.2K +56 +2%
CNWM
3655
Clay Northam Wealth Management
California
$707K +$11.6K +40 +2%
BWP
3656
Bernardo Wealth Planning
Pennsylvania
$704K +$21.5K +74 +3%
SP
3657
Symmetry Partners
Connecticut
$703K +$158K +544 +29%
PCM
3658
Prelude Capital Management
New York
$703K -$301K -1,037 -30%
RCM
3659
Rockbridge Capital Management
Virginia
$703K
RWM
3660
Reston Wealth Management
Virginia
$703K +$39.4K +136 +6%
GPW
3661
Gentry Private Wealth
Kansas
$702K +$4.64K +16 +0.7%
PCM
3662
Prospera Capital Management
Arizona
$702K +$22K +76 +3%
JC
3663
Jacobs & Co
California
$702K
BWA
3664
BlueChip Wealth Advisors
Georgia
$701K +$15.9K +55 +2%
SAM
3665
Sequent Asset Management
Texas
$701K +$290 +1 +0%
WWP
3666
Wise Wealth Partners
Arizona
$700K +$275K +950 +65%
HKAM
3667
Horizon Kinetics Asset Management
New York
$697K -$148K -510 -17%
PMIA
3668
Patrick Mauro Investment Advisor
Illinois
$697K +$697K +2,748 New
BI
3669
Beckerman Institutional
New Jersey
$696K -$29K -100 -4%
SCI
3670
Silver Coast Investments
United States
$694K -$35.1K -121 -5%
JTWM
3671
Jackson Thornton Wealth Management
Alabama
$693K -$207K -731 -23%
EGM
3672
Engineers Gate Manager
New York
$693K -$4.52M -15,589 -87%
WCM
3673
Wallace Capital Management
Texas
$691K -$29K -100 -4%
POIA
3674
Pin Oak Investment Advisors
Texas
$690K -$61.8K -252 -8%
KFS
3675
Kaizen Financial Strategies
California
$688K +$90.8K +313 +15%