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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
RFG
2801
RFP Financial Group
Georgia
$2.01M
WG
2802
Winton Group
United Kingdom
$2.01M
DAM
2803
Deltec Asset Management
New York
$2.01M
GWS
2804
Greykasell Wealth Strategies
California
$2M
BPW
2805
Bingham Private Wealth
California
$2M
CFA
2806
Cahill Financial Advisors
Minnesota
$1.99M
AR
2807
Advisory Research
Illinois
$1.99M
IF
2808
Intrua Financial
Texas
$1.99M
SW
2809
Solidarity Wealth
Utah
$1.98M
ACA
2810
Atlas Capital Advisors
Wyoming
$1.98M
SFG
2811
Sovereign Financial Group
Connecticut
$1.97M
MFWP
2812
Mosaic Family Wealth Partners
Missouri
$1.97M
BWM
2813
Birchcreek Wealth Management
Ohio
$1.97M
TW
2814
Traveka Wealth
California
$1.97M
WC
2815
Winmill & Co
New York
$1.97M
TC
2816
TFR Capital
Texas
$1.97M
LIA
2817
LBMC Investment Advisors
Tennessee
$1.97M
FIA
2818
FNY Investment Advisers
New York
$1.96M
TFP
2819
Tilia Fiduciary Partners
North Carolina
$1.95M
BIA
2820
Beacon Investment Advisors
Maryland
$1.95M
PK
2821
Pflug Koory
Nebraska
$1.95M
AIM
2822
Advyzon Investment Management
Illinois
$1.95M
HPBT
2823
Hickory Point Bank & Trust
Illinois
$1.95M
FB
2824
Finward Bancorp
Indiana
$1.94M
WEG
2825
World Equity Group
Illinois
$1.94M