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JPMorgan Chase

4,593 hedge funds and large institutions have $486B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 1,841 increasing their positions, 2,102 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,593
Holders Change
-8
Holders Change %
-0.17%
% of All Funds
62.39%
Holding in Top 10
833
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+5.44%
% of All Funds
11.31%
New
206
Increased
1,841
Reduced
2,102
Closed
131
Calls
$7.15B
Puts
$8.45B
Net Calls
-$1.3B
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
3751
Southern Capital Advisors
Tennessee
$541K +$26.3K +107 +5%
SBWIC
3752
Schaper Benz & Wise Investment Counsel
Wisconsin
$540K -$64.3K -262 -11%
CC
3753
Cultivar Capital
Texas
$540K
CAS
3754
CTC Alternative Strategies
Illinois
$540K +$540K +2,200 New
MBI
3755
May Barnhard Investments
Maryland
$539K +$108K +439 +25%
YIH
3756
Y-Intercept (HK)
Hong Kong
$538K -$1.05M -4,271 -66%
CMBA
3757
C.M. Bidwell & Associates
Hawaii
$538K -$5.64K -23 -1%
KIC
3758
Keating Investment Counselors
Florida
$536K -$323K -1,315 -38%
LIA
3759
Luken Investment Analytics
Tennessee
$536K +$13K +53 +2%
MCM
3760
M1 Capital Management
Michigan
$536K -$8.1K -33 -1%
SC
3761
Sepio Capital
Utah
$535K +$245 +1 +0%
STB
3762
S&T Bank
Pennsylvania
$535K -$37.8K -154 -7%
MFS
3763
McNamara Financial Services
Massachusetts
$535K +$535K +2,181 New
FWM
3764
FSA Wealth Management
Massachusetts
$534K +$31.9K +130 +6%
MSWM
3765
Mowery & Schoenfeld Wealth Management
Illinois
$533K +$140K +572 +36%
SIC
3766
SJS Investment Consulting
Ohio
$533K +$1.96K +8 +0.4%
TAM
3767
TCP Asset Management
Ohio
$532K -$20.1K -82 -4%
BIG
3768
Builder Investment Group
Georgia
$532K
IVP
3769
Intrinsic Value Partners
Arizona
$532K +$1.72K +7 +0.3%
T
3770
Tableaux
Massachusetts
$532K
SWM
3771
SFG Wealth Management
Maryland
$531K -$125K -510 -19%
GPW
3772
Genesis Private Wealth
Virginia
$531K -$11.8K -48 -2%
LIG
3773
Lokken Investment Group
Delaware
$531K +$107K +438 +25%
AFS
3774
Anderson Financial Strategies
Ohio
$530K +$49.1K +200 +10%
WA
3775
Waterford Advisors
New York
$529K