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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
OWA
2676
One Wealth Advisors
California
$2.33M
SPWG
2677
Syntegra Private Wealth Group
Missouri
$2.33M
AWS
2678
Aspen Wealth Strategies
Colorado
$2.33M
TIM
2679
Tortoise Investment Management
New York
$2.33M
OBGC
2680
O'Brien Greene & Co
Pennsylvania
$2.32M
PA
2681
Promethium Advisors
Maryland
$2.32M
SOS
2682
Silver Oak Securities
Tennessee
$2.32M
GCM
2683
GoodHaven Capital Management
New Jersey
$2.32M
EW
2684
Element Wealth
Mississippi
$2.32M
PFM
2685
Potomac Fund Management
Florida
$2.32M
RF
2686
Roxbury Financial
New Jersey
$2.31M
MSCM
2687
McElhenny Sheffield Capital Management
Texas
$2.31M
DIM
2688
Delta Investment Management
California
$2.31M
BIA
2689
BHK Investment Advisors
Alabama
$2.31M
SMF
2690
Scott Marsh Financial
Utah
$2.31M
LSA
2691
Lion Street Advisors
Texas
$2.31M
PCG
2692
PFC Capital Group
California
$2.31M
CAS
2693
CTC Alternative Strategies
Illinois
$2.31M
HI
2694
Hendershot Investments
Virginia
$2.3M
LI
2695
LVZ Inc
Michigan
$2.3M
FNBTCON
2696
First National Bank & Trust Co of Newtown
Pennsylvania
$2.3M
PG
2697
Proffitt & Goodson
Tennessee
$2.29M
MA
2698
MBA Advisors
Pennsylvania
$2.29M
NWM
2699
Northwest Wealth Management
Iowa
$2.29M
EFA
2700
Edge Financial Advisors
Illinois
$2.29M