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JPMorgan Chase

4,675 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 250 funds opening new positions, 1,996 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: 4,6024,675 (+73)

1% more repeat investments, than reductions

Existing positions increased: 1,996 | Existing positions reduced: 1,981

9% less call options, than puts

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

Holders
4,675
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
SSWM
2576
Strait & Sound Wealth Management
California
$2.58M
WIA
2577
Westbourne Investment Advisors
Maryland
$2.58M
WP
2578
Westmount Partners
California
$2.58M
WLPWM
2579
Walled Lake Planning & Wealth Management
Illinois
$2.57M
CA
2580
Corrado Advisors
New Jersey
$2.57M
PA
2581
Prossimo Advisors
California
$2.56M
SSA
2582
South Street Advisors
New York
$2.55M
UCB
2583
United Community Bank
South Carolina
$2.55M
HFAS
2584
Hummer Financial Advisory Services
Illinois
$2.55M
TRIA
2585
Trail Ridge Investment Advisors
Colorado
$2.55M
MIC
2586
Meridian Investment Counsel
California
$2.55M
FRA
2587
Front Row Advisors
California
$2.55M
OC
2588
Oarsman Capital
Wisconsin
$2.54M
WMA
2589
Wealth Management Associates
New Jersey
$2.53M
OPOWM
2590
One Plus One Wealth Management
Florida
$2.53M
SC
2591
Stephens Consulting
Michigan
$2.52M
BFG
2592
Bouchey Financial Group
New York
$2.52M
MPCG
2593
Matrix Private Capital Group
New York
$2.52M
RB
2594
Rodgers Brothers
Pennsylvania
$2.52M
BWA
2595
Bordeaux Wealth Advisors
California
$2.51M
IJWM
2596
Inman Jager Wealth Management
Mississippi
$2.51M
DWM
2597
Defined Wealth Management
Oregon
$2.51M
KFSC
2598
Keystone Financial Services (Colorado)
Colorado
$2.51M
SCM
2599
Sunbeam Capital Management
Georgia
$2.51M
SC
2600
Stance Capital
Massachusetts
$2.51M