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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 249 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: 4,6034,675 (+72)

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
KCM
2751
KRS Capital Management
Michigan
$2.15M
CC
2752
Commons Capital
Massachusetts
$2.15M
AIM
2753
Alhambra Investment Management
Florida
$2.14M
RHIG
2754
R.H. Investment Group
Arizona
$2.14M
BWM
2755
Bulltick Wealth Management
Florida
$2.14M
BF
2756
Brucke Financial
Indiana
$2.14M
GWP
2757
Gen-Wealth Partners
Michigan
$2.14M
HWA
2758
Heartwood Wealth Advisors
Virginia
$2.13M
SA
2759
Sovran Advisors
California
$2.13M
ACM
2760
Armbruster Capital Management
New York
$2.13M
BDF
2761
Black Diamond Financial
Maryland
$2.12M
OFW
2762
Omnia Family Wealth
Florida
$2.12M
CIA
2763
Cladis Investment Advisory
Montana
$2.12M
PFG
2764
Prosperity Financial Group
California
$2.11M
CF
2765
Claris Financial
Virginia
$2.11M
EIA
2766
Edgemoor Investment Advisors
Maryland
$2.1M
RLWM
2767
RF&L Wealth Management
Massachusetts
$2.1M
ACP
2768
Argyle Capital Partners
California
$2.09M
TWM
2769
Thrive Wealth Management
Pennsylvania
$2.09M
NJIM
2770
Nabity-Jensen Investment Management
Nebraska
$2.09M
SLG
2771
Stanley-Laman Group
Pennsylvania
$2.09M
G
2772
GenTrust
Florida
$2.09M
VC
2773
Veracity Capital
Georgia
$2.08M
EM
2774
ELCO Management
New York
$2.08M
TC
2775
Trilogy Capital
California
$2.07M