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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
62.17%
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 %
CP
1801
CenterBook Partners
Connecticut
$6.06M +$6.06M +20,900 New
NG
1802
Norden Group
Utah
$6.06M -$79.7K -275 -1%
QI
1803
QV Investors
Alberta, Canada
$6.04M +$40.6K +140 +0.7%
BDS
1804
Banco de Sabadell
Florida
$6.04M -$8.99K -31 -0.1%
PWA
1805
Providence Wealth Advisors
Illinois
$6.03M +$39.8K +138 +0.7%
SCM
1806
SOL Capital Management
Maryland
$6.03M -$53.1K -183 -0.9%
BB
1807
Bell Bank
North Dakota
$6.03M +$590K +2,036 +11%
AHIA
1808
Andrew Hill Investment Advisors
Florida
$6.02M -$6.67K -23 -0.1%
SIA
1809
SGL Investment Advisors
Montana
$6.01M +$75.8K +268 +1%
SWA
1810
Sax Wealth Advisors
New Jersey
$6.01M +$416K +1,434 +7%
HCM
1811
Howard Capital Management
Georgia
$6.01M -$449K -1,550 -7%
ZIG
1812
Zullo Investment Group
Pennsylvania
$6.01M +$18.8K +65 +0.3%
AI
1813
Accredited Investors
Minnesota
$6M +$35.7K +123 +0.6%
MSFS
1814
Main Street Financial Solutions
Pennsylvania
$6M +$1.11M +3,818 +23%
KA
1815
Klingman & Associates
New York
$5.99M +$381K +1,315 +7%
VanEck Associates
1816
VanEck Associates
New York
$5.97M -$197K -679 -3%
CFP
1817
Catalyst Financial Partners
Massachusetts
$5.95M +$135K +466 +2%
FBT
1818
First Bankers Trust
Kentucky
$5.95M +$1.16M +3,994 +24%
BFA
1819
Beaumont Financial Advisors
Massachusetts
$5.95M -$88.7K -306 -1%
WIC
1820
Wilkins Investment Counsel
Massachusetts
$5.94M -$315K -1,085 -5%
NDSI
1821
Newman Dignan & Sheerar Inc
Rhode Island
$5.91M -$461K -1,590 -7%
MWM
1822
Massachusetts Wealth Management
Massachusetts
$5.91M -$129K -445 -2%
SIA
1823
Strategic Investment Advisors
Michigan
$5.88M -$325K -1,124 -5%
TFA
1824
Trinity Financial Advisors
Ohio
$5.88M -$6.38K -22 -0.1%
IUHSA
1825
Itau Unibanco Holding S.A.
Brazil
$5.87M -$40.3K -139 -0.7%