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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 %
KC
3676
Knuff & Co
California
$687K
PCP
3677
Panoramic Capital Partners
Oregon
$686K +$68.7K +232 +11%
WA
3678
WESPAC Advisors
California
$684K +$290 +1 +0%
PS
3679
Planned Solutions
California
$683K +$4.06K +14 +0.6%
IWP
3680
Insight Wealth Partners
Texas
$683K +$101K +348 +17%
RIS
3681
Richmond Investment Services
Wisconsin
$682K +$392K +1,354 +135%
WW
3682
Westshore Wealth
California
$681K +$580 +2 +0.1%
PI
3683
Parkside Investments
Illinois
$679K -$62.3K -215 -8%
GGI
3684
Godsey & Gibb Inc
Virginia
$678K -$27.3K -94 -4%
PCM
3685
Piedmont Capital Management
Montana
$675K -$17.1K -59 -2%
FPW
3686
Flywheel Private Wealth
California
$675K
LSA
3687
Lansing Street Advisors
Pennsylvania
$674K +$8.7K +30 +1%
FCM
3688
Fortis Capital Management
Washington
$673K +$424K +1,462 +170%
TS
3689
Tamar Securities
California
$673K +$2.32K +8 +0.3%
BCM
3690
Brown Capital Management
Maryland
$672K -$135K -465 -17%
BWS
3691
Broadway Wealth Solutions
Texas
$671K +$66.7K +230 +11%
CWMGO
3692
Capstone Wealth Management Group (Oregon)
Oregon
$670K -$40K -138 -6%
SWM
3693
SFG Wealth Management
Maryland
$666K +$38K +131 +6%
NFC
3694
Northstar Financial Companies
Pennsylvania
$665K -$65.5K -226 -9%
EMAM
3695
Encompass More Asset Management
California
$664K -$391K -1,350 -37%
Blackstone Inc
3696
Blackstone Inc
New York
$664K
SFPG
3697
Stonebridge Financial Planning Group
Florida
$663K -$78.6K -271 -11%
RIA
3698
Richwood Investment Advisors
Ohio
$663K -$14.5K -50 -2%
KIC
3699
Keating Investment Counselors
Florida
$662K +$29K +100 +5%
GF
3700
Gimbal Financial
Indiana
$662K +$15.1K +52 +2%