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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 %
AM
2176
Account Management
Massachusetts
$3.92M -$159K -550 -4%
WA
2177
Wealth Architects
California
$3.91M -$59.1K -204 -1%
GSWM
2178
Greenup Street Wealth Management
Michigan
$3.89M +$56K +193 +1%
IIL
2179
Insight Inv LLC
California
$3.89M -$4.63M -15,974 -54%
SWMP
2180
Signature Wealth Management Partners
New Jersey
$3.88M +$237K +817 +6%
RHP
2181
Royal Harbor Partners
Texas
$3.88M -$60.9K -210 -2%
SLWA
2182
San Luis Wealth Advisors
California
$3.88M -$301K -1,039 -7%
BFA
2183
Benedict Financial Advisors
Georgia
$3.88M -$76.2K -263 -2%
SIA
2184
Schear Investment Advisers
Ohio
$3.88M -$4.93K -17 -0.1%
FWP
2185
Falcon Wealth Planning
California
$3.87M +$21.7K +75 +0.6%
RPSA
2186
Richard P. Slaughter Associates
Texas
$3.87M -$321K -1,106 -8%
WAAG
2187
Wealth Alliance Advisory Group
Kansas
$3.86M +$50.7K +175 +1%
NAMP
2188
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.86M -$69.6K -240 -2%
CA
2189
Cornerstone Advisory
Maryland
$3.86M +$63.8K +220 +2%
AT
2190
Arlington Trust
Alabama
$3.86M +$23.5K +81 +0.6%
LWP
2191
LMG Wealth Partners
Louisiana
$3.85M +$63.5K +219 +2%
SAMT
2192
Select Asset Management & Trust
Pennsylvania
$3.85M +$760K +2,623 +25%
LWA
2193
Lantern Wealth Advisors
New York
$3.84M +$3.84M +13,260 New
RWS
2194
Resolute Wealth Strategies
Mississippi
$3.84M -$58.6K -202 -2%
BFW
2195
Brady Family Wealth
Missouri
$3.83M -$8.7K -30 -0.2%
GFPC
2196
Global Financial Private Client
Florida
$3.82M +$610K +2,105 +19%
AMIM
2197
Aull & Monroe Investment Management
Alabama
$3.82M -$420K -1,447 -10%
CA
2198
Cannon Advisors
North Carolina
$3.82M +$89.3K +308 +2%
BFA
2199
Beacon Financial Advisory
Ohio
$3.81M +$945K +3,260 +33%
CHJWM
2200
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.81M -$53K -177 -1%