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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
NL
2551
Navalign LLC
California
$2.63M
KA
2552
Kercheville Advisors
Texas
$2.63M
MCM
2553
Mendel Capital Management
Arkansas
$2.63M
COCM
2554
Charter Oak Capital Management
New Hampshire
$2.63M
TA
2555
TKG Advisors
Indiana
$2.62M
IF
2556
IRON Financial
Illinois
$2.62M
AP
2557
Atwood & Palmer
Missouri
$2.62M
KWS
2558
Keystone Wealth Services
California
$2.62M
YWM
2559
Yukon Wealth Management
Kansas
$2.62M
B
2560
Birchbrook
Maine
$2.61M
BAM
2561
Bayview Asset Management
Florida
$2.61M
FM
2562
Freemont Management
Switzerland
$2.61M
VCM
2563
Virtue Capital Management
Tennessee
$2.61M
SFM
2564
Signet Financial Management
New Jersey
$2.6M
WSA
2565
Warm Springs Advisors
California
$2.6M
W
2566
Wealthquest
Ohio
$2.59M
FMN
2567
Financial Management Network
California
$2.59M
BSI
2568
Bennett Selby Investments
Maine
$2.59M
CH
2569
Cromwell Holdings
Wyoming
$2.58M
GDP
2570
Great Diamond Partners
Maine
$2.58M
KLWA
2571
Kelly Lawrence W & Associates
California
$2.58M
YDMI
2572
Y.D. More Investments
Israel
$2.58M
TWP
2573
Total Wealth Planning
Ohio
$2.58M
CCA
2574
Childress Capital Advisors
Texas
$2.58M
SSWM
2575
Strait & Sound Wealth Management
California
$2.58M