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JPMorgan Chase

4,637 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, 1,983 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,637
Holders Change
+44
Holders Change %
+0.96%
% 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
1,983
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 %
LKIM
4301
Lawson Kroeker Investment Management
Nebraska
$302K
LAMC
4302
Longview Asset Management (California)
California
$302K
DA
4303
Dash Acquisitions
California
$301K
SPAS
4304
Spectrum Planning & Advisory Services
California
$299K +$299K +1,030 New
PFA
4305
Petra Financial Advisors
Colorado
$298K -$3.19K -11 -1%
ARG
4306
Advisory Resource Group
Oklahoma
$297K -$19.4K -67 -6%
AW
4307
Avion Wealth
Texas
$297K -$81.8K -283 -22%
AC
4308
Annandale Capital
Texas
$297K
TCM
4309
Tradewinds Capital Management
Washington
$297K -$15.4K -53 -5%
W
4310
WorthPointe
California
$295K -$121K -418 -29%
DKCM
4311
Davidson Kahn Capital Management
California
$295K
CCAL
4312
City Center Advisors LLC
Michigan
$294K +$40K +138 +16%
MA
4313
MAS Advisors
Florida
$294K +$290 +1 +0.1%
FGG
4314
Financial Guidance Group
Florida
$293K
SWM
4315
StoneCrest Wealth Management
Arizona
$293K +$3.19K +11 +1%
SMF
4316
Sterling Manor Financial
New York
$293K +$5.8K +20 +2%
KA
4317
Kure Advisory
Minnesota
$292K -$2.03K -7 -0.7%
SF
4318
SWP Financial
California
$292K
GC
4319
Gruss & Co
Florida
$290K -$290K -1,000 -50%
CA
4320
Cumberland Advisors
Florida
$290K -$106K -367 -27%
BT
4321
Brandywine Trust
Delaware
$290K
MAA
4322
Mraz Amerine & Associates
California
$290K -$29K -100 -9%
AV
4323
Aspiring Ventures
Ohio
$289K -$2.03K -7 -0.7%
FPW
4324
Flagship Private Wealth
Massachusetts
$289K +$1.16K +4 +0.4%
MA
4325
McGrath & Associates
North Carolina
$289K