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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 %
FSWA
4176
Financial Synergies Wealth Advisors
Texas
$363K +$73.1K +252 +25%
SCM
4177
Saxony Capital Management
Missouri
$363K -$53.9K -186 -13%
VAM
4178
Verity Asset Management
North Carolina
$362K -$2.9K -10 -0.8%
BA
4179
Ballew Advisors
Mississippi
$361K +$592 +2 +0.2%
GCM
4180
G2 Capital Management
Ohio
$361K -$10.4K -36 -3%
GFP
4181
Guardian Financial Partners
California
$360K +$22.9K +79 +7%
PIA
4182
Panoramic Investment Advisors
Colorado
$360K
PRRFG
4183
Paul R. Ried Financial Group
Washington
$359K +$8.41K +29 +2%
CWM
4184
CarsonAllaria Wealth Management
Illinois
$359K -$3.19K -11 -0.9%
GFG
4185
Grantvest Financial Group
New Jersey
$359K -$33.1K -114 -8%
WI
4186
Westbourne Investments
Virginia
$358K +$81.1K +280 +29%
EP
4187
Essential Planning
New Hampshire
$356K -$5.22K -18 -1%
PCMK
4188
Paragon Capital Management (Kansas)
Kansas
$355K +$21.7K +75 +7%
FFP
4189
Freedom Financial Partners
Minnesota
$354K +$1.16K +4 +0.3%
LAM
4190
Lountzis Asset Management
Pennsylvania
$353K -$26.7K -92 -7%
MFGP
4191
Marshall Financial Group (Pennsylvania)
Pennsylvania
$352K
HFS
4192
Hoge Financial Services
Pennsylvania
$352K +$64.9K +224 +23%
FCC
4193
Flower City Capital
New York
$351K
WMN
4194
Wealth Management Nebraska
Nebraska
$351K
TC
4195
TradeLink Capital
Illinois
$348K +$348K +1,200 New
ODA
4196
One Degree Advisors
California
$348K +$348K +1,202 New
QWM
4197
Quaker Wealth Management
New Jersey
$348K +$348K +1,199 New
W
4198
WPWealth
Texas
$347K -$16.5K -57 -5%
TFG
4199
Tilson Financial Group
New Jersey
$346K +$1.16K +4 +0.3%
FWSM
4200
First Wilshire Securities Management
California
$346K