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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
EWM
2501
Elmwood Wealth Management
California
$2.79M
WW
2502
Waterfront Wealth
Kansas
$2.79M
PHS
2503
Pekin Hardy Strauss
Illinois
$2.79M
NAMNJ
2504
NorthStar Asset Management (New Jersey)
New Jersey
$2.79M
AGP
2505
Autumn Glory Partners
Texas
$2.79M
CG
2506
CFO4Life Group
Texas
$2.78M
TIA
2507
Trust Investment Advisors
Indiana
$2.78M
TWP
2508
Triad Wealth Partners
Kansas
$2.77M
BIG
2509
Brookwood Investment Group
Arizona
$2.77M
DL
2510
DOHJ LLC
Washington
$2.77M
CUAMC
2511
China Universal Asset Management Company
China
$2.77M
FA
2512
Faithward Advisors
Pennsylvania
$2.76M
FW
2513
FullCircle Wealth
Texas
$2.76M
DBG
2514
De Burlo Group
Massachusetts
$2.76M
FFO
2515
Fortitude Family Office
Arizona
$2.76M
CE
2516
Cornerstone Enterprises
Wisconsin
$2.75M
CSC
2517
Caldwell Sutter Capital
California
$2.75M
KMWM
2518
Keudell/Morrison Wealth Management
Oregon
$2.75M
CGA
2519
Crescent Grove Advisors
Illinois
$2.74M
SWA
2520
Strategies Wealth Advisors
Michigan
$2.74M
SNBOSD
2521
Security National Bank of So Dak
Iowa
$2.74M
EAM
2522
Eukles Asset Management
Ohio
$2.73M
CCS
2523
Concentric Capital Strategies
Connecticut
$2.73M
APA
2524
Astoria Portfolio Advisors
New York
$2.72M
PWAM
2525
Papamarkou Wellner Asset Management
New York
$2.72M