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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
EB
2526
Emprise Bank
Kansas
$2.72M
MCC
2527
Money Concepts Capital
Florida
$2.71M
NWM
2528
Napa Wealth Management
California
$2.71M
AC
2529
Asio Capital
Kentucky
$2.7M
NFSG
2530
Newbridge Financial Services Group
Florida
$2.7M
PWM
2531
Prentice Wealth Management
New York
$2.7M
KFA
2532
Kelleher Financial Advisors
New York
$2.7M
DWM
2533
Drive Wealth Management
Utah
$2.7M
KFA
2534
Kapstone Financial Advisors
Ohio
$2.7M
FHC
2535
First Heartland Consultants
Missouri
$2.7M
MFG
2536
Mosaic Financial Group
Illinois
$2.69M
WCM
2537
Washington Capital Management
Washington
$2.69M
LAIC
2538
Lederer & Associates Investment Counsel
California
$2.69M
NEWAS
2539
N.E.W. Advisory Services
Wisconsin
$2.68M
BLFG
2540
Brian Low Financial Group
Louisiana
$2.68M
RC
2541
Reik & Co
New York
$2.67M
SIC
2542
Samalin Investment Counsel
New York
$2.66M
AA
2543
Altman Advisors
Illinois
$2.66M
CB
2544
Centennial Bank
Arkansas
$2.66M
RFA
2545
ROI Financial Advisors
Oregon
$2.66M
HP
2546
Hilltop Partners
Indiana
$2.65M
SC
2547
Savoie Capital
Illinois
$2.65M
LB
2548
Legacy Bridge
Iowa
$2.64M
CSPIA
2549
Cary Street Partners Investment Advisory
Virginia
$2.64M
ISWM
2550
Independent Solutions Wealth Management
New York
$2.63M