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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 %
GCM
4401
Gator Capital Management
Florida
$222K
BWMG
4402
Barnes Wealth Management Group
California
$222K +$1.23K +5 +0.6%
TCOK
4403
Trust Company of Kansas
Kansas
$221K
GBA
4404
Garrison Bradford & Associates
New York
$221K
GAM
4405
GEM Asset Management
Michigan
$221K
CQWA
4406
Chokshi & Queen Wealth Advisors
California
$220K
RWM
4407
Rialto Wealth Management
New York
$219K -$239K -976 -52%
MSFP
4408
Mark Sheptoff Financial Planning
Connecticut
$218K -$186K -800 -46%
DC
4409
Dahring Cusmano
Michigan
$217K -$242K -988 -53%
IP
4410
Integras Partners
Georgia
$217K -$1.96K -8 -0.9%
CWP
4411
Corepath Wealth Partners
Arizona
$216K -$3.53K -15 -2%
SH
4412
SLT Holdings
Arizona
$216K +$11.3K +46 +6%
CCAL
4413
City Center Advisors LLC
Michigan
$215K +$215K +877 New
CIG
4414
CHB Investment Group
Pennsylvania
$215K
PFM
4415
Peak Financial Management
Massachusetts
$214K +$6.38K +26 +3%
SSWG
4416
Seven Springs Wealth Group
Tennessee
$213K +$213K +869 New
TI
4417
TrueMark Investments
Illinois
$213K +$213K +867 New
BWG
4418
Boomfish Wealth Group
Georgia
$212K -$13.3K -54 -6%
LFA
4419
Legend Financial Advisors
Pennsylvania
$212K
JWM
4420
JFG Wealth Management
Colorado
$211K -$162K -661 -43%
FCM
4421
Fortis Capital Management
Washington
$211K +$211K +860 New
LAM
4422
Lummis Asset Management
Texas
$210K +$166K +676 +371%
WIP
4423
WealthCare Investment Partners
Rhode Island
$210K +$916 +4 +0.4%
CCMIC
4424
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$210K -$1.07M -4,380 -84%
AI
4425
Auour Investments
Massachusetts
$209K