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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 %
DS
1376
DRW Securities
Illinois
$8.42M -$5.95M -24,256 -41%
SIG
1377
Sargent Investment Group
Maryland
$8.42M +$736K +2,999 +10%
IWA
1378
Icon Wealth Advisors
Texas
$8.41M +$499K +2,036 +6%
EL
1379
Essex LLC
Illinois
$8.41M -$291K -1,187 -3%
WPIC
1380
White Pine Investment Company
Michigan
$8.37M -$536K -2,185 -6%
WBC
1381
West Branch Capital
Massachusetts
$8.37M +$275K +1,123 +3%
HCM
1382
Harvey Capital Management
Florida
$8.36M -$247K -1,008 -3%
Verition Fund Management
1383
Verition Fund Management
Connecticut
$8.33M -$1.75M -7,129 -17%
BBWA
1384
Bell & Brown Wealth Advisors
California
$8.32M -$12K -49 -0.1%
RWM
1385
Rockline Wealth Management
New York
$8.32M +$184K +749 +2%
CT
1386
Clearstead Trust
Maine
$8.31M -$322K -1,311 -4%
LFG
1387
Larson Financial Group
Missouri
$8.29M +$711K +2,900 +9%
CIA
1388
Covington Investment Advisors
Pennsylvania
$8.28M -$372K -1,517 -4%
OBAM
1389
ODDO BHF Asset Management
France
$8.27M +$319K +1,299 +4%
CM
1390
Castleark Management
Illinois
$8.27M +$4.42M +18,020 +115%
JFG
1391
Jefferies Financial Group
New York
$8.27M -$61.6M -251,171 -88%
HAC
1392
Harbor Advisory Corp
New Hampshire
$8.26M -$41.2K -168 -0.5%
RWB
1393
RMR Wealth Builders
New Jersey
$8.26M +$148K +603 +2%
CFO
1394
Callan Family Office
Pennsylvania
$8.24M -$1.93M -7,884 -19%
NHT
1395
New Hampshire Trust
New Hampshire
$8.24M -$594K -2,422 -7%
NF
1396
Nikulski Financial
Iowa
$8.23M +$166K +675 +2%
AC
1397
Arjuna Capital
North Carolina
$8.23M -$882K -3,597 -10%
CSA
1398
Cottage Street Advisors
Massachusetts
$8.22M -$49.6K -202 -0.6%
CWA
1399
Clarity Wealth Advisors
California
$8.22M +$70.4K +287 +0.9%
GC
1400
Globeflex Capital
California
$8.19M