JPM icon

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, 1,984 increasing their positions, 1,965 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
1,984
Reduced
1,965
Closed
105
Calls
$9.99B
Puts
$11B
Net Calls
-$1B
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
3826
Riverstone Advisors
Texas
$574K +$29.6K +102 +5%
BIA
3827
Bell Investment Advisors
California
$574K +$69.6K +240 +14%
CWM
3828
Consultiva Wealth Management
Puerto Rico
$572K
LWM
3829
Laidlaw Wealth Management
New York
$572K +$36.8K +127 +7%
RHJA
3830
Rice Hall James & Associates
California
$571K +$12.8K +44 +2%
Betterment LLC
3831
Betterment LLC
New York
$571K +$123K +425 +28%
WP
3832
Wealthspan Partners
Iowa
$570K +$29K +100 +5%
LFGO
3833
Legacy Financial Group (Oklahoma)
Oklahoma
$570K -$71.6K -247 -11%
KA
3834
Kearns & Associates
California
$568K
LAM
3835
Lakewood Asset Management
Illinois
$568K -$1.74K -6 -0.3%
JFGLC
3836
Johnson Financial Group LLC (Colorado)
Colorado
$567K -$224K -772 -28%
SBWIC
3837
Schaper Benz & Wise Investment Counsel
Wisconsin
$567K -$71.3K -246 -11%
HFW
3838
Horizon Family Wealth
Illinois
$567K +$3.19K +11 +0.6%
SSW
3839
Smith Shellnut Wilson
Mississippi
$567K -$26.7K -92 -4%
CC
3840
Centiva Capital
New York
$566K -$1.46M -5,036 -72%
CYG
3841
Clean Yield Group
Vermont
$566K
PWA
3842
Provenance Wealth Advisors
Florida
$564K -$464K -1,600 -45%
CWM
3843
CCG Wealth Management
California
$563K +$30.2K +104 +6%
MFA
3844
Morling Financial Advisors
California
$563K -$974K -3,360 -63%
NI
3845
NDVR Inc
Massachusetts
$562K -$7.83K -27 -1%
PSFG
3846
Park Square Financial Group
Georgia
$562K +$27.3K +94 +5%
GCP
3847
Gill Capital Partners
Colorado
$561K -$7.54K -26 -1%
BPC
3848
Bryce Point Capital
New York
$560K +$560K +1,932 New
EAM
3849
Everstar Asset Management
North Carolina
$556K +$53.1K +183 +11%
AC
3850
AWM Capital
Arizona
$555K