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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 %
FWS
4676
FinDec Wealth Services
California
-$323K -1,345 Closed
TWM
4677
Tolleson Wealth Management
Texas
-$318K -1,325 Closed
FWM
4678
Fortress Wealth Management
California
-$315K -1,316 Closed
KFG
4679
Kingdom Financial Group
Arizona
-$286K -1,194 Closed
SC
4680
Scholtz & Company
Connecticut
-$285K -1,191 Closed
TCM
4681
TABR Capital Management
California
-$257K -1,070 Closed
SC
4682
Shay Capital
New York
-$240K -1,000 Closed
WCM
4683
Windward Capital Management
California
-$240K -1,000 Closed
HAM
4684
Hedges Asset Management
Nevada
-$240K -1,000 Closed
WRM
4685
Weybosset Research & Management
Rhode Island
-$240K -1,000 Closed
OWA
4686
Oak Wealth Advisors
Illinois
-$237K -990 Closed
CIM
4687
Corbyn Investment Management
Maryland
-$237K -988 Closed
E3F
4688
Eight 31 Financial
Texas
-$234K -976 Closed
AA
4689
Aufman Associates
Pennsylvania
-$233K -971 Closed
MKA
4690
M. Kulyk & Associates
Georgia
-$228K -952 Closed
MWA
4691
Monograph Wealth Advisors
California
-$225K -938 Closed
OMC
4692
Old Mission Capital
Illinois
-$225K -937 Closed
DCM
4693
Dimension Capital Management
Florida
-$224K -934 Closed
ORAM
4694
One River Asset Management
Connecticut
-$220K -920 Closed
MB
4695
Mizuho Bank
Japan
-$221K -920 Closed
NHFG
4696
New Harbor Financial Group
Massachusetts
-$219K -915 Closed
SIA
4697
Spectrum Investment Advisors
Wisconsin
-$210K -878 Closed
OWCM
4698
One Wealth Capital Management
Arizona
-$210K -875 Closed
UC
4699
Unio Capital
New Jersey
-$204K -852 Closed
JC
4700
JBGlobal.com
New York
-$202K -844 Closed