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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 %
CIA
1401
Covington Investment Advisors
Pennsylvania
$9.47M -$313K -1,078 -3%
BGC
1402
Beutel, Goodman & Co
Ontario, Canada
$9.47M -$823K -2,838 -8%
CAAS
1403
Capital Asset Advisory Services
Michigan
$9.46M -$628K -2,161 -6%
CCA
1404
Checchi Capital Advisers
California
$9.44M -$582K -2,008 -6%
WPIC
1405
White Pine Investment Company
Michigan
$9.43M -$467K -1,612 -5%
MCM
1406
Maltese Capital Management
New York
$9.42M -$2.9M -10,000 -24%
CSA
1407
Cottage Street Advisors
Massachusetts
$9.42M -$297K -1,024 -3%
TAM
1408
Trust Asset Management
Texas
$9.4M
LSPW
1409
Lake Street Private Wealth
Illinois
$9.4M -$78.9K -272 -0.8%
AC
1410
Avestar Capital
New York
$9.37M +$814K +2,807 +10%
GSEP
1411
Golden State Equity Partners
California
$9.36M +$62K +214 +0.7%
NP
1412
Nilsine Partners
Colorado
$9.36M -$139K -480 -1%
FIB
1413
First Interstate Bank
Montana
$9.35M -$1.88M -6,473 -17%
EW
1414
Evexia Wealth
Wisconsin
$9.34M -$1.29M -4,413 -12%
CD
1415
Chapin Davis
Maryland
$9.32M +$293K +1,010 +3%
AC
1416
Arjuna Capital
North Carolina
$9.28M -$440K -1,518 -5%
CW
1417
CreativeOne Wealth
Kansas
$9.27M +$772K +2,662 +9%
RA
1418
Ransom Advisory
Rhode Island
$9.27M -$119K -410 -1%
AAP
1419
Arax Advisory Partners
Colorado
$9.26M +$4.01M +13,821 +76%
HWMO
1420
Heritage Wealth Management (Ohio)
Ohio
$9.2M -$207K -714 -2%
FSG
1421
Financial Strategies Group
Michigan
$9.19M +$377K +1,313 +4%
ST
1422
Sentinel Trust
Texas
$9.19M +$2.03K +7 +0%
MMPW
1423
Mitchell McLeod Pugh & Williams
Alabama
$9.19M +$18.3K +63 +0.2%
PFA
1424
Pathway Financial Advisers
Indiana
$9.18M +$70.7K +244 +0.8%
NG
1425
NatWest Group
United Kingdom
$9.17M -$8.7M -30,026 -49%