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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 %
NCG
4401
Newport Capital Group
New Jersey
$256K +$256K +882 New
HA
4402
HFG Advisors
Ohio
$253K +$253K +871 New
FLP
4403
Financial Life Planners
Arizona
$252K +$22.3K +77 +10%
ES
4404
ETF Store
Kansas
$251K +$4.93K +17 +2%
PWA
4405
Principia Wealth Advisory
Texas
$251K +$9.28K +32 +4%
LFA
4406
Legend Financial Advisors
Pennsylvania
$250K
JWM
4407
JFG Wealth Management
Colorado
$250K
DK
4408
David Kennon
Florida
$250K -$14.5K -50 -5%
BWMG
4409
Barnes Wealth Management Group
California
$249K -$13.3K -46 -5%
LAM
4410
Lummis Asset Management
Texas
$249K
MCA
4411
Maryland Capital Advisors
Maryland
$248K +$52.2K +180 +27%
AI
4412
Auour Investments
Massachusetts
$248K
TCFP
4413
Treasure Coast Financial Planning
Florida
$247K -$28.1K -97 -10%
PFC
4414
Phocas Financial Corp
California
$247K
MJP
4415
Michael J. Puzo
$246K
HAFS
4416
Hapanowicz & Associates Financial Services
Pennsylvania
$246K
FA
4417
Fortis Advisors
Pennsylvania
$246K -$113K -389 -31%
ACM
4418
Andina Capital Management
Utah
$246K +$246K +849 New
NJBEST
4419
New Jersey Better Educational Savings Trust
New Jersey
$246K -$629K -2,170 -72%
BCWM
4420
Ball & Co Wealth Management
Tennessee
$243K +$1.45K +5 +0.6%
LWA
4421
Lifelong Wealth Advisors
Minnesota
$243K +$243K +837 New
BWA
4422
BCU Wealth Advisors
Illinois
$241K +$1.16K +4 +0.5%
FWM
4423
Fonville Wealth Management
Virginia
$241K
SWA
4424
ShankerValleau Wealth Advisors
Illinois
$241K
CCMIC
4425
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$241K -$7.25K -25 -3%