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JPMorgan Chase

4,635 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, 1,982 increasing their positions, 1,964 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,635
Holders Change
+43
Holders Change %
+0.94%
% of All Funds
62.16%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.5%
New
244
Increased
1,982
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 %
CI
4576
Clal Insurance
Israel
$77K -$15.2K -52 -16%
EWM
4577
Evolution Wealth Management
Florida
$76.8K +$76.8K +265 New
PA
4578
Pineridge Advisors
Missouri
$71.4K +$3.19K +11 +5%
APW
4579
Atlantic Private Wealth
North Carolina
$70K +$12.2K +42 +21%
VWWMG
4580
Vermillion & White Wealth Management Group
Pennsylvania
$67.8K
DCM
4581
Disciplina Capital Management
Tennessee
$67.8K -$5.22K -18 -7%
SHM
4582
Sagard Holdings Management
Ontario, Canada
$64.4K +$64.4K +222 New
CMA
4583
Cedar Mountain Advisors
Oregon
$63.2K
CAM
4584
Clarity Asset Management
Iowa
$62.9K +$29.3K +101 +87%
UIA
4585
Ulland Investment Advisors
Minnesota
$61K -$51.1K -175 -46%
HFS
4586
Horizon Financial Services
North Carolina
$60.9K +$2.03K +7 +3%
BMC
4587
Bear Mountain Capital
Washington
$58.8K -$4.37K -15 -7%
NECFA
4588
New England Capital Financial Advisors
Connecticut
$58.3K +$5.8K +20 +11%
LWA
4589
Lowe Wealth Advisors
Maryland
$58.3K
KSWA
4590
Kathleen S. Wright Associates
Pennsylvania
$58K
WOC
4591
West Oak Capital
California
$57.3K -$87 -30 -0.2%
HWM
4592
Horizons Wealth Management
North Carolina
$53.6K -$4.35K -15 -8%
CG
4593
Curat Global
New Hampshire
$52.2K +$13K +45 +33%
MCA
4594
Midwest Capital Advisors
Michigan
$52.1K
MBFW
4595
Morton Brown Family Wealth
Pennsylvania
$47.1K +$289 +1 +0.6%
ICCON
4596
Investment Counsel Company of Nevada
Nevada
$45.6K +$290 +1 +0.6%
CJH
4597
Christopher J. Hasenberg
Wisconsin
$45.2K +$30.7K +106 +212%
SC
4598
Swan Capital
Florida
$44.9K +$8.7K +30 +24%
DRP
4599
Decker Retirement Planning
Utah
$43.8K
CWA
4600
Carolina Wealth Advisors
South Carolina
$43.2K