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JPMorgan Chase

4,672 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 1,994 increasing their positions, 1,981 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

2% more funds holding

Funds holding: 4,6004,672 (+72)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,981

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
938
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.99B
Puts
$11B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2476
Sather Financial Group
Texas
$2.85M
1WM
2477
1900 Wealth Management
Texas
$2.85M
NME
2478
Notis-McConarty Edward
$2.85M
KCPT
2479
Kingstone Capital Partners Texas
Texas
$2.85M
HAIM
2480
Hunter Associates Investment Management
Pennsylvania
$2.84M
CWM
2481
Chesapeake Wealth Management
Virginia
$2.83M
PWM
2482
Pinnacle Wealth Management
California
$2.83M
FWM
2483
Forefront Wealth Management
Pennsylvania
$2.83M
MTWM
2484
Masso Torrence Wealth Management
New Jersey
$2.83M
OKSA
2485
O'Keefe Stevens Advisory
New York
$2.83M
OFS
2486
Orrstown Financial Services
Pennsylvania
$2.83M
NWAG
2487
Net Worth Advisory Group
Utah
$2.82M
LWL
2488
Leo Wealth LLC
Texas
$2.82M
FP
2489
Financial Perspectives
Minnesota
$2.82M
BTWM
2490
Baker Tilly Wealth Management
Wisconsin
$2.81M
AFA
2491
AA Financial Advisors
Ohio
$2.81M
CPA
2492
Capital Performance Advisors
California
$2.81M
ICM
2493
IMS Capital Management
Oregon
$2.81M
PAM
2494
PCG Asset Management
New Jersey
$2.81M
MFP
2495
Meridian Financial Partners
Virginia
$2.81M
BFA
2496
Brown Financial Advisors
Ohio
$2.8M
CCM
2497
Compass Capital Management
Minnesota
$2.8M
AWA
2498
Amplius Wealth Advisors
Pennsylvania
$2.8M
CGF
2499
Constant Guidance Financial
Massachusetts
$2.79M
TB
2500
Terril Brothers
Missouri
$2.79M