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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
JWA
2701
JFS Wealth Advisors
Pennsylvania
$2.29M
TT
2702
TI-Trust
Illinois
$2.28M
RWP
2703
Ridgecrest Wealth Partners
California
$2.28M
TIP
2704
Tandem Investment Partners
New Jersey
$2.27M
MMM
2705
Mendel Money Management
Illinois
$2.26M
MP
2706
Moment Partners
California
$2.26M
PPWM
2707
Paragon Private Wealth Management
Kentucky
$2.25M
AIA
2708
Armor Investment Advisors
North Carolina
$2.25M
FG
2709
Foster Group
Iowa
$2.24M
BCM
2710
Birmingham Capital Management
Alabama
$2.24M
TWM
2711
TriaGen Wealth Management
California
$2.24M
SR
2712
Syntax Research
Florida
$2.24M
FCG
2713
Fielder Capital Group
Tennessee
$2.24M
AGC
2714
Aspen Grove Capital
Colorado
$2.23M
ZI
2715
ZEGA Investments
Florida
$2.23M
CAM
2716
Clark Asset Management
New Hampshire
$2.23M
GPI
2717
General Partner Inc
Pennsylvania
$2.22M
GPA
2718
Garrison Point Advisors
California
$2.22M
RPGK
2719
Retirement Planning Group (Kansas)
Kansas
$2.22M
AAIM
2720
Asset Advisors Investment Management
Georgia
$2.22M
HAS
2721
HBW Advisory Services
California
$2.22M
FOA
2722
Five Oceans Advisors
California
$2.21M
OL
2723
OneFund LLC
Florida
$2.21M
VCM
2724
Vivaldi Capital Management
Illinois
$2.21M
BCP
2725
Berkeley Capital Partners
Georgia
$2.21M