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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 %
NCM
4501
Northwest Capital Management
Oregon
$113K
RI
4502
Ridgewood Investments
New Jersey
$111K +$5.4K +22 +5%
WTFG
4503
Wood Tarver Financial Group
Idaho
$111K +$7.6K +31 +7%
AF
4504
Abound Financial
California
$108K +$108K +440 New
PPA
4505
Painted Porch Advisors
California
$108K -$70.5K -287 -39%
NA
4506
Nordwand Advisors
Pennsylvania
$108K
CW
4507
Curio Wealth
Maryland
$106K -$9.94M -376 -99%
MWA
4508
Miller Wealth Advisors
Colorado
$105K
IWM
4509
Inlight Wealth Management
Georgia
$105K +$105K +427 New
PWM
4510
Parkworth Wealth Management
California
$105K +$491 +2 +0.5%
RTL
4511
Red Tortoise LLC
Georgia
$101K
DPW
4512
DiNuzzo Private Wealth
Pennsylvania
$98.9K
MAM
4513
Marquette Asset Management
Minnesota
$98.1K
PP
4514
Pingora Partners
Wyoming
$96.9K -$27K -110 -22%
TWD
4515
True Wealth Design
Ohio
$96.1K +$32.6K +133 +51%
SFCL
4516
Strengthening Families & Communities LLC
Massachusetts
$94.6K +$52.7K +215 +126%
UIA
4517
Ulland Investment Advisors
Minnesota
$94K +$42.8K +175 +84%
EFMH
4518
E Fund Management (HK)
Hong Kong
$86K +$12.8K +52 +18%
RF
4519
Robbins Farley
New Hampshire
$84.9K
FCG
4520
Financial Connections Group
California
$84K +$52.2K +213 +164%
CWM
4521
Copia Wealth Management
Oregon
$81.9K
HHGA
4522
Halbert Hargrove Global Advisors
California
$78.2K +$17.6K +72 +29%
CI
4523
Clal Insurance
Israel
$78K +$62.2K +252 +394%
MAS
4524
MPWM Advisory Solutions
Georgia
$77.8K +$3.93K +16 +5%
RWS
4525
Retirement Wealth Solutions
Wisconsin
$76.8K