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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 %
CFP
4076
Cypress Financial Planning
New Jersey
$417K +$3.77K +13 +0.9%
HWMT
4077
Heritage Wealth Management (Texas)
Texas
$416K +$3.77K +13 +0.9%
APWM
4078
Argonautica Private Wealth Management
Massachusetts
$416K -$64.7K -223 -13%
TW
4079
Towerpoint Wealth
California
$416K +$16.2K +56 +4%
FC
4080
Farringdon Capital
United Kingdom
$416K +$416K +1,435 New
LOIP
4081
Live Oak Investment Partners
Texas
$416K +$39.1K +135 +10%
PWM
4082
Penobscot Wealth Management
Maine
$415K -$1.74K -6 -0.4%
PVAMC
4083
PPS&V Asset Management Consultants
Michigan
$415K +$5.8K +20 +1%
FA
4084
Fermata Advisors
California
$414K -$461K -1,592 -53%
CCG
4085
Capital CS Group
California
$414K +$414K +1,429 New
YCG
4086
Yeomans Consulting Group
Georgia
$414K -$27K -93 -6%
NEPPG
4087
New England Professional Planning Group
Rhode Island
$414K
VPF
4088
Vantage Point Financial
Illinois
$414K +$17.4K +60 +4%
HIS
4089
Horizon Investment Services
Indiana
$414K
SWP
4090
ShoreHaven Wealth Partners
New Jersey
$413K +$74.2K +256 +22%
TCM
4091
Triumph Capital Management
Colorado
$413K -$107K -370 -21%
2L
4092
25 LLC
Missouri
$411K +$49.9K +172 +14%
JCM
4093
J2 Capital Management
Michigan
$410K -$178K -615 -30%
IFA
4094
Index Fund Advisors
California
$410K -$27.8K -96 -6%
FAM
4095
Flaharty Asset Management
Florida
$410K -$60.9K -210 -13%
AL
4096
ADE LLC
Maryland
$410K -$129K -445 -24%
RWM
4097
Ruedi Wealth Management
Illinois
$408K -$191K -660 -32%
LC
4098
Lavaca Capital
Texas
$408K
TWM
4099
Triton Wealth Management
Arizona
$407K +$407K +1,372 New
DFP
4100
Defined Financial Planning
California
$407K +$16.3K +57 +4%