JPM icon

JPMorgan Chase

4,639 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 244 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
4,639
Holders Change
+46
Holders Change %
+1%
% 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
244
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 %
BDL
3976
Banque de Luxembourg
Luxembourg
$470K
PBF
3977
Petix & Botte Financial
California
$468K
AWC
3978
Adamsbrown Wealth Consultants
Kansas
$467K -$4.64K -16 -1%
TFP
3979
Triune Financial Partners
Kansas
$467K -$108K -374 -19%
RS
3980
Rakuten Securities
Japan
$467K -$198K -682 -30%
WQ
3981
Wealth Quarterback
New Jersey
$467K +$4.35K +15 +0.9%
FWM
3982
Foguth Wealth Management
Michigan
$466K -$60K -207 -11%
CFO
3983
Custos Family Office
Texas
$466K +$68.4K +236 +17%
MSWM
3984
Mowery & Schoenfeld Wealth Management
Illinois
$466K -$164K -567 -26%
PFG
3985
Putney Financial Group
California
$465K -$112K -388 -19%
PCA
3986
Private Capital Advisors
Connecticut
$464K
CA
3987
CWC Advisors
Oregon
$464K
AA
3988
Acorns Advisers
California
$462K +$13.1K +45 +3%
EI
3989
EDMP Inc
Florida
$461K
ACM
3990
Avalon Capital Management
California
$460K +$20.6K +71 +5%
FYW
3991
Future You Wealth
New York
$460K
MWA
3992
Muirfield Wealth Advisors
North Carolina
$460K +$22.9K +79 +5%
HGA
3993
Hobbs Group Advisors
South Carolina
$459K +$21.2K +73 +5%
SA
3994
Shilanski & Associates
Alaska
$459K
CWA
3995
Cura Wealth Advisors
Illinois
$458K
KFP
3996
Keener Financial Planning
Texas
$458K +$86.9K +300 +23%
LFASL
3997
Lugano Financial Advisors SA (LFA)
Switzerland
$457K +$81.9K +284 +22%
MSF
3998
Mustard Seed Financial
Arkansas
$457K -$32.8K -113 -7%
AWP
3999
Avid Wealth Partners
Texas
$457K +$35.4K +122 +8%
SAM
4000
Seelaus Asset Management
New Jersey
$456K