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JPMorgan Chase

4,593 hedge funds and large institutions have $486B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 1,841 increasing their positions, 2,102 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,593
Holders Change
-8
Holders Change %
-0.17%
% of All Funds
62.39%
Holding in Top 10
833
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+5.44%
% of All Funds
11.31%
New
206
Increased
1,841
Reduced
2,102
Closed
131
Calls
$7.15B
Puts
$8.45B
Net Calls
-$1.3B
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Shares
Change %
PTCG
4151
Pring Turner Capital Group
California
$320K
LFASL
4152
Lugano Financial Advisors SA (LFA)
Switzerland
$319K -$46.6K -190 -13%
PCC
4153
Park Circle Company
Maryland
$319K
LOIP
4154
Live Oak Investment Partners
Texas
$319K +$319K +1,299 New
IWS
4155
Integrity Wealth Solutions
Colorado
$318K +$245 +1 +0.1%
AWMG
4156
ADG Wealth Management Group
Louisiana
$317K +$42.2K +172 +15%
AFAS
4157
Acorn Financial Advisory Services
Virginia
$317K -$180K -732 -36%
WH
4158
Whitcomb & Hess
Ohio
$317K +$1.23K +5 +0.4%
EW
4159
Enzi Wealth
Texas
$316K -$2.94K -12 -0.9%
DWM
4160
David Wealth Management
Virginia
$316K -$1.96K -8 -0.6%
EC
4161
Eaton-Cambridge
Arizona
$315K -$1.96K -8 -0.6%
D
4162
Dentgroup
Louisiana
$315K -$3.93K -16 -1%
WN
4163
Williams & Novak
California
$315K +$10.5K +43 +3%
WCP
4164
Wick Capital Partners
Pennsylvania
$315K
SCM
4165
Sage Capital Management
New Jersey
$314K +$981 +4 +0.3%
CWA
4166
Continuum Wealth Advisors
New York
$314K -$62.1K -253 -16%
KFP
4167
Keener Financial Planning
Texas
$314K -$73.5K -300 -19%
GCM
4168
G2 Capital Management
Ohio
$314K +$8.1K +33 +3%
AW
4169
Avion Wealth
Texas
$313K
VWM
4170
Verus Wealth Management
Wisconsin
$313K -$29.2K -119 -9%
GRA
4171
Golden Road Advisors
Florida
$313K -$4.17K -17 -1%
MFS
4172
Madrona Financial Services
Washington
$313K -$245 -1 -0.1%
IPA
4173
Investment Planning Advisors
Georgia
$312K -$2.94K -12 -0.9%
AWM
4174
Austin Wealth Management
Texas
$312K +$46.2K +189 +17%
PSC
4175
Prentiss Smith & Co
Vermont
$311K