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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 %
JWM
2226
Jeppson Wealth Management
California
$3.67M -$207K -715 -5%
GSWM
2227
Golden State Wealth Management
California
$3.67M -$72.8K -251 -2%
AWA
2228
Acorn Wealth Advisors
Michigan
$3.66M +$44.6K +154 +1%
PMFA
2229
Plante Moran Financial Advisors
Michigan
$3.66M -$52.2K -180 -1%
CPA
2230
Court Place Advisors
Maryland
$3.66M -$61.8K -213 -2%
FPCP
2231
Fort Point Capital Partners
California
$3.66M +$193K +666 +6%
PFM
2232
Patton Fund Management
Texas
$3.65M -$2.97M -10,241 -45%
WA
2233
WBH Advisory
Maryland
$3.65M -$416K -1,436 -10%
CPSC
2234
Carl P. Sherr & Co
Massachusetts
$3.65M -$99.4K -343 -3%
DTC
2235
Davidson Trust Company
Washington
$3.65M -$74.2K -256 -2%
GCA
2236
Gallagher Capital Advisors
Texas
$3.65M -$25.9K -87 -0.7%
AA
2237
Aire Advisors
California
$3.64M +$63.2K +218 +2%
EWA
2238
Etesian Wealth Advisors
Oregon
$3.63M -$188K -648 -5%
AP
2239
Advisors Preferred
Maryland
$3.63M
BWM
2240
Bernard Wealth Management
Michigan
$3.63M -$1.48M -5,096 -29%
EHWM
2241
Eads & Heald Wealth Management
Georgia
$3.63M -$232K -801 -6%
HCCM
2242
Hudson Canyon Capital Management
New York
$3.62M -$77.1K -266 -2%
LWMM
2243
Legacy Wealth Management (Mississippi)
Mississippi
$3.61M -$172K -595 -5%
CAM
2244
Cozad Asset Management
Illinois
$3.61M +$42.6K +147 +1%
BSAM
2245
Blue Square Asset Management
New York
$3.6M +$214K +737 +6%
ILI
2246
Invesco LLC (Illinois)
Illinois
$3.6M -$221K -761 -6%
CIM
2247
Cambria Investment Management
California
$3.6M +$3.6M +12,401 New
TCPW
2248
Twin City Private Wealth
North Carolina
$3.59M -$1.78M -6,136 -33%
PBK
2249
Peoples Bank (Kansas)
Kansas
$3.59M
SFS
2250
Stiles Financial Services
Minnesota
$3.59M +$409K +1,411 +13%