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JPMorgan Chase

4,640 hedge funds and large institutions have $579B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 245 funds opening new positions, 1,983 increasing their positions, 1,966 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,640
Holders Change
+47
Holders Change %
+1.02%
% of All Funds
62.18%
Holding in Top 10
932
Holding in Top 10 Change
+99
Holding in Top 10 Change %
+11.88%
% of All Funds
12.49%
New
245
Increased
1,983
Reduced
1,966
Closed
105
Calls
$9.99B
Puts
$11B
Net Calls
-$1B
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
1376
West Branch Capital
Massachusetts
$9.83M -$54.5K -188 -0.6%
CCT
1377
Chemung Canal Trust
New York
$9.79M -$3.7M -12,757 -27%
NF
1378
Nikulski Financial
Iowa
$9.78M +$56.5K +195 +0.6%
CI
1379
Cavalier Investments
Georgia
$9.78M -$193K -667 -2%
CM
1380
Castleark Management
Illinois
$9.77M
EWA
1381
EverSource Wealth Advisors
Alabama
$9.77M +$286K +985 +3%
CWA
1382
Clarity Wealth Advisors
California
$9.77M +$53.9K +186 +0.6%
Koshinski Asset Management
1383
Koshinski Asset Management
Illinois
$9.76M +$463K +1,596 +5%
NHT
1384
New Hampshire Trust
New Hampshire
$9.73M -$2.03K -7 -0%
EW
1385
Evoke Wealth
California
$9.71M +$1.43M +4,925 +17%
RCAG
1386
Rehmann Capital Advisory Group
Michigan
$9.68M +$401K +1,383 +4%
Verition Fund Management
1387
Verition Fund Management
Connecticut
$9.66M -$183K -631 -2%
EL
1388
Essex LLC
Illinois
$9.65M -$288K -992 -3%
PJSIMP
1389
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.64M -$8.41K -29 -0.1%
MHS
1390
M Holdings Securities
Oregon
$9.59M +$2M +6,905 +26%
PAM
1391
Pegasus Asset Management
New York
$9.58M +$146K +505 +2%
CWP
1392
CFM Wealth Partners
Texas
$9.58M +$59.7K +206 +0.6%
MNBTD
1393
Moody National Bank Trust Division
Texas
$9.56M +$217K +750 +2%
GAG
1394
GM Advisory Group
New York
$9.53M +$1.14M +3,946 +14%
PFGIA
1395
Patriot Financial Group Insurance Agency
Massachusetts
$9.52M +$645K +2,224 +7%
BFA
1396
Bill Few Associates
Pennsylvania
$9.52M -$142K -491 -1%
EA
1397
Everpar Advisors
Oklahoma
$9.52M +$136K +470 +1%
BKA
1398
Brick & Kyle Associates
Pennsylvania
$9.51M -$7.82K -27 -0.1%
ECM
1399
Exchange Capital Management
Michigan
$9.5M -$163K -563 -2%
SP
1400
Stonebrook Private
Michigan
$9.47M +$90.8K +315 +1%