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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
SWM
2951
Shakespeare Wealth Management
Wisconsin
$1.67M
PFW
2952
Petros Family Wealth
Minnesota
$1.67M
SCA
2953
Sulzberger Capital Advisors
Florida
$1.67M
RBWA
2954
RFG - Bristol Wealth Advisors
Massachusetts
$1.67M
RFW
2955
Rainier Family Wealth
Washington
$1.67M
UIM
2956
Unified Investment Management
Georgia
$1.67M
MTC
2957
McDaniel Terry & Co
Texas
$1.67M
BSG
2958
Black Swift Group
Colorado
$1.66M
BW
2959
BXM Wealth
Colorado
$1.66M
MHR
2960
Matthew Hamilton Rosenberg
$1.66M
GAM
2961
Gould Asset Management
California
$1.65M
PJWM
2962
Philip James Wealth Mangement
Georgia
$1.65M
VIA
2963
Virtus Investment Advisers
Connecticut
$1.65M
WA
2964
WealthTrust Axiom
Pennsylvania
$1.65M
RCM
2965
RMR Capital Management
California
$1.65M
LJHT
2966
Laurie J. Hall Trustee
$1.64M
EAM
2967
Evanson Asset Management
California
$1.64M
SWM
2968
Sendero Wealth Management
Texas
$1.64M
SFWC
2969
Strategic Family Wealth Counselors
New Jersey
$1.64M
CCA
2970
Carrera Capital Advisors
Michigan
$1.64M
BWA
2971
Brave Warrior Advisors
New York
$1.64M
B
2972
Barings
North Carolina
$1.64M
IPW
2973
Impact Partnership Wealth
Georgia
$1.63M
USWIA
2974
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.63M
PCA
2975
Prosperity Capital Advisors
Ohio
$1.63M