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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 %
PMIM
4601
Prudent Man Investment Management
Colorado
$42.7K
CIR
4602
Clear Investment Research
Georgia
$39.5K +$291 +1 +0.7%
WCM
4603
Westend Capital Management
California
$39.1K +$9.57K +33 +32%
BIM
4604
Breakwater Investment Management
Washington
$36.8K
RIM
4605
Ryan Investment Management
Colorado
$36.8K +$36.8K +127 New
TFG
4606
Team Financial Group
California
$35.1K +$35.1K +121 New
RPA
4607
Redwood Park Advisors
California
$34.8K
MAFA
4608
MJT & Associates Financial Advisory
Minnesota
$33.6K
MAS
4609
MPWM Advisory Solutions
Georgia
$32.2K -$59.7K -206 -65%
MS
4610
Mizuho Securities
Japan
$31.9K +$26.1K +90 +450%
1L
4611
10Elms LLP
Oklahoma
$29K
GAG
4612
Goodman Advisory Group
Massachusetts
$27K
HAP
4613
Harbor Asset Planning
Massachusetts
$26.4K +$26.4K +91 New
ATC
4614
Advantage Trust Company
Kansas
$26.1K
HIA
4615
HFM Investment Advisors
New Jersey
$25.2K +$9.28K +32 +58%
FG
4616
Fairman Group
Pennsylvania
$22.5K +$288 +1 +1%
FW
4617
Fairway Wealth
Ohio
$20.6K -$21.2K -73 -51%
JFG
4618
JDM Financial Group
Texas
$18.8K
DWA
4619
Delos Wealth Advisors
Texas
$18.6K +$18.6K +64 New
FLFS
4620
Family Legacy Financial Solutions
North Carolina
$15.7K +$15.7K +54 New
CWM
4621
Cedar Wealth Management
California
$14.8K +$7.83K +27 +113%
MDA
4622
Minot DeBlois Advisors
Massachusetts
$14.5K -$2.9K -10 -17%
PS
4623
PayPay Securities
Japan
$13.6K -$2.32K -8 -15%
LFA
4624
LGT Financial Advisors
Texas
$13K
FF
4625
Friedenthal Financial
New Jersey
$9.57K +$9.57K +33 New