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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, 1,982 increasing their positions, 1,967 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
1,982
Reduced
1,967
Closed
105
Calls
$9.99B
Puts
$11B
Net Calls
-$1B
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
AO
1826
Advisor OS
Illinois
$5.87M +$13.6K +47 +0.2%
WC
1827
Waterloo Capital
Texas
$5.86M +$662K +2,284 +13%
TAP
1828
Tounjian Advisory Partners
Florida
$5.85M -$108K -440 -2%
AIM
1829
Acropolis Investment Management
Missouri
$5.84M +$13.9K +48 +0.2%
CVA
1830
Central Valley Advisors
California
$5.84M -$98.6K -340 -2%
SW
1831
StrongBox Wealth
Missouri
$5.83M +$244K +840 +4%
AA
1832
ALPS Advisors
Colorado
$5.82M -$177K -612 -3%
SLT
1833
St Louis Trust
Missouri
$5.81M
GFG
1834
Goldstone Financial Group
Illinois
$5.81M +$218K +735 +4%
RFA
1835
Resurgent Financial Advisors
Georgia
$5.8M +$143K +493 +3%
LOIM
1836
Liberty One Investment Management
Illinois
$5.8M -$724K -2,496 -11%
PB
1837
Pinnacle Bancorp
Nebraska
$5.8M -$81.8K -282 -1%
NIP
1838
Nicholas Investment Partners
California
$5.79M
SI
1839
Shaker Investments
Ohio
$5.78M +$1.81M +6,236 +46%
DC
1840
DeDora Capital
California
$5.75M -$139K -481 -2%
HL
1841
HeadInvest LLC
Maine
$5.75M -$1.71M -5,893 -23%
AWE
1842
Avidian Wealth Enterprises
Texas
$5.75M -$42.6K -147 -0.7%
Edgewood Management
1843
Edgewood Management
Connecticut
$5.73M -$40.6K -140 -0.7%
JGCM
1844
Joseph Group Capital Management
Ohio
$5.72M -$476K -1,642 -8%
WA
1845
Wasatch Advisors
Utah
$5.71M
PFMOSF
1846
Philadelphia Financial Management of San Francisco
California
$5.7M +$5.7M +19,672 New
LJAC
1847
L.J. Altfest & Co
New York
$5.7M -$39.4K -136 -0.7%
Financial Engines Advisors
1848
Financial Engines Advisors
California
$5.69M +$908K +3,133 +19%
MA
1849
MONECO Advisors
Connecticut
$5.68M +$493K +1,701 +10%
IP
1850
Intellectus Partners
California
$5.67M +$8.41K +29 +0.1%