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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 %
SIM
4101
Sterling Investment Management
Arizona
$405K
CCM
4102
Chiron Capital Management
Florida
$405K
BDPWM
4103
Barnes Dennig Private Wealth Management
Ohio
$405K +$127K +439 +46%
MPW
4104
MGO Private Wealth
California
$404K -$2.9K -10 -0.7%
CCC
4105
Chelsea Counsel Company
California
$404K
NCMW
4106
Northern Capital Management (Washington)
Washington
$403K +$1.74K +6 +0.4%
MAM
4107
Marotta Asset Management
Virginia
$403K -$345K -1,189 -46%
IW
4108
Instrumental Wealth
Florida
$403K +$18.1K +63 +5%
SA
4109
Sicart Associates
New York
$402K
CWMGP
4110
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$401K +$89K +307 +29%
DWS
4111
Dynamic Wealth Strategies
California
$399K -$24.1K -83 -6%
AWM
4112
Avondale Wealth Management
Texas
$399K
EW
4113
Entruity Wealth
California
$397K
AWMG
4114
ADG Wealth Management Group
Louisiana
$397K +$21.7K +75 +6%
OPWM
4115
Oregon Pacific Wealth Management
Oregon
$396K -$4.06K -14 -1%
ORI
4116
Oak Ridge Investments
Illinois
$396K
LA
4117
Lakeside Advisors
Washington
$396K -$14.2K -49 -3%
GC
4118
Gibson Capital
Pennsylvania
$394K -$25.2K -87 -6%
WA
4119
Whipplewood Advisors
Colorado
$393K -$2.37M -8,182 -86%
HA
4120
Hanover Advisors
South Carolina
$393K
SBCM
4121
Silverberg Bernstein Capital Management
New York
$393K +$29K +100 +8%
JRFS
4122
James Reed Financial Services
Ohio
$392K
FF
4123
Foronjy Financial
California
$391K +$391K +1,350 New
PP
4124
PrairieView Partners
Minnesota
$391K
PWS
4125
Precision Wealth Strategies
Missouri
$391K +$391K +1,348 New