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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
LSIA
2876
LaSalle St. Investment Advisors
Illinois
$1.83M
AA
2877
AJ Advisors
Tennessee
$1.83M
SSC
2878
Syverson Strege & Co
Iowa
$1.83M
WF
2879
WinCap Financial
Massachusetts
$1.83M
EFA
2880
Evernest Financial Advisors
Indiana
$1.82M
PP
2881
Patron Partners
Texas
$1.82M
LCWP
2882
Legacy Capital Wealth Partners
Arkansas
$1.81M
KHCM
2883
Kirtland Hills Capital Management
Ohio
$1.81M
HWA
2884
HMV Wealth Advisors
Louisiana
$1.81M
QFA
2885
Quantum Financial Advisors
California
$1.81M
PAG
2886
Powers Advisory Group
Illinois
$1.81M
QFW
2887
QTR Family Wealth
Florida
$1.81M
TCOTS
2888
Trust Company of the South
North Carolina
$1.81M
PIMG
2889
Patriot Investment Management Group
Tennessee
$1.8M
CCM
2890
Crew Capital Management
Ohio
$1.8M
SCM
2891
Stevens Capital Management
Pennsylvania
$1.8M
WAG
2892
Wiser Advisor Group
Arizona
$1.8M
DLHL
2893
Donald L. Hagan LLC
Florida
$1.79M
IW
2894
IronOak Wealth
Texas
$1.79M
WWC
2895
Waypoint Wealth Counsel
Georgia
$1.79M
SCA
2896
St. Clair Advisors
Ohio
$1.79M
BWM
2897
Baron Wealth Management
Michigan
$1.78M
Optiver Holding
2898
Optiver Holding
Netherlands
$1.78M
SPF
2899
South Plains Financial
Texas
$1.78M
DOA
2900
D'Orazio & Associates
Virginia
$1.78M