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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 %
UAG
1926
United Advisor Group
Ohio
$5.2M +$339K +1,168 +7%
EA
1927
Eclectic Associates
California
$5.2M +$438K +1,512 +9%
MFA
1928
Mayflower Financial Advisors
Massachusetts
$5.19M -$206K -711 -4%
FWM
1929
Forza Wealth Management
Florida
$5.19M -$10.4K -36 -0.2%
TNA
1930
True North Advisors
Texas
$5.19M -$799K -2,755 -13%
AIM
1931
Aspen Investment Management
Michigan
$5.19M -$8.41K -29 -0.2%
LMKC
1932
L.M. Kohn & Company
Ohio
$5.19M -$138K -475 -3%
CAC
1933
Certified Advisory Corp
Florida
$5.19M -$1.08M -3,740 -17%
AEPWM
1934
Atlantic Edge Private Wealth Management
Florida
$5.18M -$20.3K -70 -0.4%
IAS
1935
Investment Advisory Services
Texas
$5.18M +$80.9K +279 +2%
SM
1936
Sweeney & Michel
California
$5.18M -$53.4K -186 -1%
AWM
1937
Affinity Wealth Management
Delaware
$5.18M -$3.19K -11 -0.1%
AWM
1938
Angeles Wealth Management
California
$5.18M -$38.6K -133 -0.7%
XT
1939
XTX Topco
Cayman Islands
$5.17M +$5.17M +17,842 New
RMAM
1940
Raab & Moskowitz Asset Management
New Jersey
$5.17M -$387K -1,334 -7%
NAS
1941
NWF Advisory Services
California
$5.17M +$618K +2,132 +14%
IIA
1942
IPG Investment Advisors
California
$5.16M -$266K -917 -5%
GKWIM
1943
Gerber Kawasaki Wealth & Investment Management
California
$5.16M +$430K +1,482 +9%
TIA
1944
Tiemann Investment Advisors
California
$5.15M
GGHC
1945
Gilder Gagnon Howe & Co
New York
$5.14M -$888K -3,062 -15%
CRWM
1946
Castle Rock Wealth Management
California
$5.14M +$1.78M +6,087 +53%
HFBOT
1947
Home Federal Bank of Tennessee
Tennessee
$5.13M
LI
1948
LRI Investments
Florida
$5.13M +$13.3K +105 +0.3%
NAG
1949
Northstar Advisory Group
New Jersey
$5.13M +$3.12M +10,778 +156%
FUBT
1950
First United Bank & Trust
Maryland
$5.13M -$63.2K -218 -1%