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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
GF
2826
Gries Financial
Ohio
$1.93M
MAM
2827
Milestone Asset Management
Pennsylvania
$1.93M
SCP
2828
Sivia Capital Partners
California
$1.93M
VCM
2829
Viewpoint Capital Management
Washington
$1.93M
TFA
2830
Transamerica Financial Advisors
Florida
$1.93M
HBS
2831
Howard Bailey Securities
Indiana
$1.92M
CRI
2832
Colonial River Investments
Virginia
$1.92M
KSWWM
2833
Keyes Stange & Wooten Wealth Management
Florida
$1.92M
AFS
2834
Access Financial Services
Minnesota
$1.92M
PVM
2835
Palogic Value Management
Texas
$1.92M
TFM
2836
TFC Financial Management
Massachusetts
$1.92M
SB
2837
Sunflower Bank
Texas
$1.92M
ME
2838
McIlrath & Eck
Washington
$1.91M
SWM
2839
Sterling Wealth Management
Illinois
$1.91M
CS
2840
Capital Square
Tennessee
$1.91M
TA
2841
TFB Advisors
Kansas
$1.9M
DCM
2842
Driehaus Capital Management
Illinois
$1.9M
DI
2843
Disciplined Investors
Texas
$1.9M
WDG
2844
Wealth Dimensions Group
Ohio
$1.9M
AWA
2845
AGH Wealth Advisors
Kansas
$1.89M
Wolverine Trading
2846
Wolverine Trading
Illinois
$1.89M
SC
2847
Solstein Capital
California
$1.89M
FGA
2848
Fortis Group Advisors
New Jersey
$1.89M
EWA
2849
Evolution Wealth Advisors
Florida
$1.88M
SDWMA
2850
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.88M