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JPMorgan Chase

4,592 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
4,592
Holders Change
-8
Holders Change %
-0.17%
% of All Funds
62.38%
Holding in Top 10
833
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+5.44%
% of All Funds
11.32%
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 %
BAS
4651
Breakthru Advisory Services
Wisconsin
-$610K -2,545 Closed
AIS
4652
Accredited Investor Services
Minnesota
-$605K -2,522 Closed
UH
4653
Unigestion Holding
Switzerland
-$599K -2,500 Closed
SSG
4654
Summit Securities Group
New York
-$599K -2,500 Closed
FWM
4655
FFT Wealth Management
Pennsylvania
-$562K -2,343 Closed
SIA
4656
Sovereign Investment Advisors
Arizona
-$558K -2,328 Closed
ONGA
4657
O'Neil Global Advisors
California
-$531K -2,216 Closed
NSLI
4658
Nan Shan Life Insurance
Taiwan
-$491K -2,048 Closed
HIGP
4659
Hill Investment Group Partners
Missouri
-$488K -2,036 Closed
JSA
4660
Jacobson & Schmitt Advisors
Wisconsin
-$483K -2,015 Closed
XPN
4661
XY Planning Network
Montana
-$469K -1,958 Closed
PC
4662
Permit Capital
Pennsylvania
-$469K -1,955 Closed
CW
4663
Cook Wealth
North Carolina
-$503K -1,893 Closed
CM
4664
Crestline Management
Texas
-$431K -1,800 Closed
T
4665
TOBAM
France
-$415K -1,732 Closed
RW
4666
Rockport Wealth
Ohio
-$379K -1,639 Closed
RHAM
4667
Round Hill Asset Management
California
-$366K -1,527 Closed
WWP
4668
Waypoint Wealth Partners
California
-$350K -1,461 Closed
FCM
4669
Fieldview Capital Management
Michigan
-$349K -1,456 Closed
DB
4670
Dravo Bay
Delaware
-$341K -1,422 Closed
WS
4671
Wela Strategies
Georgia
-$679K -1,398 Closed
PA
4672
PharVision Advisers
Florida
-$330K -1,376 Closed
HIF
4673
Hill Island Financial
Michigan
-$325K -1,354 Closed
AGDI
4674
Absolute Gestao de Investimentos
Brazil
-$324K -1,353 Closed
FI
4675
FWG Investments
Kentucky
-$324K -1,351 Closed