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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 %
CF
4551
Collier Financial
Colorado
$46.4K +$245 +1 +0.5%
NECFA
4552
New England Capital Financial Advisors
Connecticut
$44.3K
MCA
4553
Midwest Capital Advisors
Michigan
$44.1K
PMIM
4554
Prudent Man Investment Management
Colorado
$42.7K
MBFW
4555
Morton Brown Family Wealth
Pennsylvania
$39.7K +$6.87K +28 +21%
ICCON
4556
Investment Counsel Company of Nevada
Nevada
$38.3K
DRP
4557
Decker Retirement Planning
Utah
$37K -$65.5K -267 -64%
CWA
4558
Carolina Wealth Advisors
South Carolina
$36.6K
FW
4559
Fairway Wealth
Ohio
$35.3K -$61.3K -250 -63%
CIR
4560
Clear Investment Research
Georgia
$33.2K -$739 -3 -2%
CG
4561
Curat Global
New Hampshire
$33.1K +$33.1K +135 New
BIM
4562
Breakwater Investment Management
Washington
$31.2K
SC
4563
Swan Capital
Florida
$30.7K
PPWM
4564
PFG Private Wealth Management
Florida
$30.7K +$21.3K +87 +229%
UOIF
4565
University of Illinois Foundation
Illinois
$30.5K +$30.5K +125 New
RPA
4566
Redwood Park Advisors
California
$29.4K
CAM
4567
Clarity Asset Management
Iowa
$28.5K -$1.72K -7 -6%
MAFA
4568
MJT & Associates Financial Advisory
Minnesota
$28.5K +$28.5K +116 New
WCM
4569
Westend Capital Management
California
$25K
1L
4570
10Elms LLP
Oklahoma
$24.5K
GAG
4571
Goodman Advisory Group
Massachusetts
$22.8K +$22.8K +93 New
ATC
4572
Advantage Trust Company
Kansas
$22.1K
WW
4573
Winnow Wealth
Texas
$21.7K +$7.07K +29 +48%
FG
4574
Fairman Group
Pennsylvania
$18.5K -$194K -811 -91%
KFGG
4575
Keystone Financial Group (Georgia)
Georgia
$18.4K