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JPMorgan Chase

4,638 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, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,638
Holders Change
+45
Holders Change %
+0.98%
% of All Funds
62.17%
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
1,964
Closed
105
Calls
$9.99B
Puts
$11B
Net Calls
-$1B
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
GCS
4026
Gordian Capital (Singapore)
Singapore
$442K -$3.29M -11,356 -88%
ACA
4027
Ascension Capital Advisors
Texas
$441K
Q
4028
QVR
California
$440K +$440K +1,519 New
CWA
4029
Cascade Wealth Advisors
Washington
$440K +$16.2K +56 +4%
BFS
4030
Baskin Financial Services
Ontario, Canada
$440K
YWM
4031
Yoder Wealth Management
California
$440K +$49.9K +172 +13%
BMM
4032
Berkshire Money Management
Massachusetts
$440K -$123K -425 -22%
HWM
4033
Hobbs Wealth Management
Indiana
$439K +$24.9K +86 +6%
WWM
4034
Wiser Wealth Management
Georgia
$438K +$51.3K +177 +13%
SFMG
4035
Sage Financial Management Group
Virginia
$437K
DW
4036
Dodds Wealth
Colorado
$437K -$43.8K -151 -9%
MAM
4037
Mainsail Asset Management
Alabama
$437K +$2.61K +9 +0.6%
TLFA
4038
True Link Financial Advisors
California
$436K -$37.7K -130 -8%
CWM
4039
ClientFirst Wealth Management
Arkansas
$436K
MGIA
4040
Matthew Goff Investment Advisor
Texas
$436K
NA
4041
Nottingham Advisors
New York
$435K -$127K -439 -23%
HP
4042
Highlander Partners
Texas
$435K
CC
4043
Colrain Capital
Massachusetts
$435K
GWM
4044
GK Wealth Management
Nevada
$435K -$20K -69 -4%
BWM
4045
Boyd Wealth Management
California
$434K
PFS
4046
Prospect Financial Services
New York
$434K -$109K -375 -20%
CFSG
4047
Clark Financial Services Group
Missouri
$434K +$23.8K +82 +6%
NFA
4048
Northwest Financial Advisors
Virginia
$434K -$1.18M -4,080 -73%
EWM
4049
Endowment Wealth Management
Wisconsin
$434K +$189K +653 +77%
SWM
4050
Seed Wealth Management
Illinois
$434K