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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
MWM
2926
MFG Wealth Management
Indiana
$1.74M
SFP
2927
Sandbox Financial Partners
Maryland
$1.74M
OW
2928
Olistico Wealth
Oklahoma
$1.74M
GHA
2929
Granite Harbor Advisors
Texas
$1.73M
YAVAPFMC
2930
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.73M
AFT
2931
Alpha Family Trust
California
$1.72M
GIP
2932
Greatmark Investment Partners
Georgia
$1.72M
WAG
2933
Windsor Advisory Group
Ohio
$1.72M
HC
2934
Hurley Capital
New York
$1.72M
CFG
2935
Carr Financial Group
Massachusetts
$1.71M
NCTC
2936
New Covenant Trust Company
Indiana
$1.71M
BAG
2937
Bridgewealth Advisory Group
California
$1.7M
DWM
2938
Dogwood Wealth Management
Kansas
$1.7M
PWM
2939
PBMares Wealth Management
Virginia
$1.7M
GITFIT
2940
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.7M
BPFA
2941
Barnes Pettey Financial Advisors
Mississippi
$1.69M
CICI
2942
Capital Investment Counsel Inc
North Carolina
$1.69M
HWMG
2943
Hurlow Wealth Management Group
Indiana
$1.69M
FCIM
2944
Fairview Capital Investment Management
California
$1.69M
Harris Associates
2945
Harris Associates
Illinois
$1.68M
NFG
2946
Nadler Financial Group
Illinois
$1.68M
MWP
2947
Moller Wealth Partners
$1.68M
CIG
2948
Cascade Investment Group
Colorado
$1.68M
APC
2949
Aspire Private Capital
North Carolina
$1.68M
FDDB
2950
Fidelity D&D Bancorp
Pennsylvania
$1.68M