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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
JWWM
2651
Johnson & White Wealth Management
Pennsylvania
$2.4M
CCA
2652
Cora Capital Advisors
New Jersey
$2.4M
CVM
2653
Cheviot Value Management
California
$2.39M
CBT
2654
CoreFirst Bank & Trust
Kansas
$2.39M
TF
2655
Tudor Financial
Ohio
$2.39M
TC
2656
Trust Company
Kansas
$2.39M
IWA
2657
IBEX Wealth Advisors
New Jersey
$2.39M
TF
2658
TLWM Financial
Texas
$2.38M
EA
2659
Ellsworth Advisors
Ohio
$2.38M
SICM
2660
Sustainable Insight Capital Management
New York
$2.38M
CAM
2661
CPA Asset Management
Florida
$2.38M
SWRP
2662
Summit Wealth & Retirement Planning
California
$2.38M
AWM
2663
Accel Wealth Management
Iowa
$2.38M
JE
2664
JMAC Enterprises
Pennsylvania
$2.37M
VCM
2665
Versant Capital Management
Arizona
$2.37M
WCBA
2666
Weaver C. Barksdale & Associates
Tennessee
$2.37M
AA
2667
Alesco Advisors
New York
$2.37M
SW
2668
SMART Wealth
Nebraska
$2.37M
WCAMG
2669
Woodard & Company Asset Management Group
North Carolina
$2.36M
ACMA
2670
Arbor Capital Management (Alaska)
Alaska
$2.36M
FVWA
2671
Foster Victor Wealth Advisors
South Carolina
$2.35M
AF
2672
Apollon Financial
South Carolina
$2.35M
GCM
2673
Garland Capital Management
Washington
$2.34M
EWS
2674
Eagle Wealth Strategies
New Jersey
$2.33M
PL
2675
Perpetual Ltd
Australia
$2.33M