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, 1,983 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 %
VBFG
3851
Vishria Bird Financial Group
Tennessee
$555K +$2.9K +10 +0.5%
EF
3852
Exeter Financial
Arizona
$554K -$10.7K -37 -2%
WLIM
3853
White Lighthouse Investment Management
Massachusetts
$554K -$14.2K -49 -3%
WWM
3854
WT Wealth Management
Arizona
$553K +$33.3K +115 +6%
BAM
3855
Bosun Asset Management
Illinois
$551K -$98.9K -341 -15%
JAA
3856
Joel Adams & Associates
North Carolina
$551K -$19.1K -66 -3%
WFS
3857
Widmann Financial Services
Maryland
$550K +$51.9K +179 +10%
DWAM
3858
Duncan Williams Asset Management
Tennessee
$550K +$2.9K +10 +0.5%
HWM
3859
HFR Wealth Management
New York
$548K +$2.9K +10 +0.5%
SGI
3860
Swan Global Investments
Colorado
$548K +$85.8K +296 +19%
ADIM
3861
Alpha DNA Investment Management
Maryland
$547K +$4.64K +16 +0.9%
SA
3862
Stewardship Advisors
Pennsylvania
$547K +$16.5K +57 +3%
PWA
3863
Physician Wealth Advisors
Utah
$546K +$81.2K +280 +17%
MWA
3864
MN Wealth Advisors
Kansas
$545K -$4.09M -14,114 -88%
OPWM
3865
Oxinas Partners Wealth Management
Indiana
$545K -$13.3K -46 -2%
RFP
3866
Roth Financial Partners
Texas
$544K
SH
3867
SLT Holdings
Arizona
$544K +$289K +996 +113%
2WWM
3868
21 West Wealth Management
California
$544K +$544K +1,877 New
R
3869
Rebalance
California
$544K -$18.8K -65 -3%
FWMP
3870
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$542K +$2.61K +9 +0.5%
EA
3871
Echo45 Advisors
California
$542K -$5.22K -18 -1%
CSA
3872
Cornerstone Select Advisors
Missouri
$541K -$57.1K -197 -10%
AM
3873
Atwater Malick
Pennsylvania
$540K
DFA
3874
DHJJ Financial Advisors
Illinois
$539K -$870 -3 -0.2%
KAM
3875
Knightsbridge Asset Management
California
$539K +$129K +444 +31%