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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
OIM
2776
Orca Investment Management
Oregon
$2.07M
FIM
2777
Freedom Investment Management
Connecticut
$2.07M
CPG
2778
Cornerstone Planning Group
New Jersey
$2.07M
TWPM
2779
Total Wealth Planning & Management
Florida
$2.07M
GWSG
2780
GPS Wealth Strategies Group
Colorado
$2.06M
AWG
2781
Altus Wealth Group
Colorado
$2.06M
KA
2782
Kozak & Associates
Colorado
$2.06M
RWM
2783
Revisor Wealth Management
Ohio
$2.06M
RWM
2784
Riverbend Wealth Management
South Carolina
$2.05M
MW
2785
Maia Wealth
Colorado
$2.05M
RIM
2786
Redwood Investment Management
Arizona
$2.05M
SPI
2787
Sutton Place Investors
New York
$2.05M
RB
2788
Renasant Bank
Mississippi
$2.05M
TWA
2789
Talisman Wealth Advisors
New Jersey
$2.05M
AGA
2790
Accuvest Global Advisors
Utah
$2.04M
FC
2791
Fairscale Capital
New Hampshire
$2.04M
HP
2792
Holistic Planning
Texas
$2.04M
RL
2793
Ruffer LLP
United Kingdom
$2.03M
SHFA
2794
SC&H Financial Advisors
Maryland
$2.03M
FA
2795
Fountainhead AM
New Jersey
$2.02M
LF
2796
Lantz Financial
Illinois
$2.02M
PWP
2797
Phillips Wealth Planners
Mississippi
$2.02M
SCA
2798
Sippican Capital Advisors
Massachusetts
$2.02M
AIM
2799
ARGA Investment Management
Connecticut
$2.01M
HFA
2800
High Falls Advisors
New York
$2.01M