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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, 1,984 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 %
CCA
3876
Cadent Capital Advisors
Oklahoma
$538K -$21.7K -75 -4%
PWP
3877
Parkwoods Wealth Partners
New York
$537K +$215K +743 +67%
CFP
3878
Comprehensive Financial Planning
Pennsylvania
$537K +$2.32K +8 +0.4%
KCAM
3879
Kagan Cocozza Asset Management
New Jersey
$536K -$1.45K -5 -0.3%
LIG
3880
Lokken Investment Group
Delaware
$536K -$91.9K -317 -15%
CWA
3881
CogentBlue Wealth Advisors
Tennessee
$535K +$61.8K +213 +13%
WHCI
3882
W.H. Cornerstone Investments
Massachusetts
$535K -$68.1K -235 -11%
DWM
3883
Denver Wealth Management
Colorado
$535K -$3.77K -13 -0.7%
GFA
3884
Gladwyn Financial Advisors
Virginia
$534K +$534K +1,842 New
RAG
3885
RIA Advisory Group
Iowa
$534K -$22.3K -77 -4%
PCM
3886
Pennsylvania Capital Management
Pennsylvania
$533K -$27.5K -95 -5%
SC
3887
Schiavi & Co
Delaware
$531K
FAN
3888
Financial Advisors Network
California
$531K -$16.2K -56 -3%
PRI
3889
Prepared Retirement Institute
Pennsylvania
$528K +$94.5K +326 +22%
ARMT
3890
Amica Retiree Medical Trust
Rhode Island
$528K
EFL
3891
ERn Financial LLC
Wisconsin
$528K -$1.36M -4,693 -72%
LFP
3892
Leeward Financial Partners
Washington
$527K +$261K +899 +98%
FCMA
3893
Foresight Capital Management Advisors
Michigan
$527K +$13K +45 +3%
DTL
3894
Dynamic Technology Lab
Singapore
$527K +$527K +1,819 New
HKIMG
3895
Hutchens & Kramer Investment Management Group
Indiana
$526K -$25K -86 -5%
CCA
3896
Catalyst Capital Advisors
New York
$526K -$84.9K -293 -14%
CPC
3897
CFC Planning Company
Indiana
$526K +$6.67K +23 +1%
SA
3898
Scarborough Advisors
Maryland
$525K -$13.3K -46 -2%
APW
3899
Axim Planning & Wealth
Ohio
$524K -$18.3K -63 -3%
JWM
3900
Jupiter Wealth Management
Colorado
$524K +$109K +375 +26%