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JPMorgan Chase

4,672 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, 1,994 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: 4,6004,672 (+72)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,981

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
938
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
GSIAS
3026
Garden State Investment Advisory Services
New Jersey
$1.55M
GSAM
3027
Grant Street Asset Management
Pennsylvania
$1.55M
MWM
3028
MinichMacGregor Wealth Management
New York
$1.55M
HFA
3029
Hutchinson Financial Advisors
Virginia
$1.55M
GL
3030
Gerber LLC
Ohio
$1.55M
OFS
3031
Oldfather Financial Services
Nebraska
$1.55M
FWA
3032
FORM Wealth Advisors
Wisconsin
$1.55M
CAM
3033
Costello Asset Management
Pennsylvania
$1.55M
BW
3034
BIP Wealth
Georgia
$1.54M
LRWM
3035
Lord & Richards Wealth Management
Colorado
$1.54M
SAM
3036
Secure Asset Management
Michigan
$1.54M
JCM
3037
Jacobsen Capital Management
Utah
$1.54M
KIG
3038
Kennedy Investment Group
New Jersey
$1.54M
CAM
3039
Councilmark Asset Management
Tennessee
$1.53M
AAM
3040
AMI Asset Management
California
$1.53M
MWP
3041
Madison Wealth Partners
Wisconsin
$1.53M
LAS
3042
LWM Advisory Services
Florida
$1.53M
CNTOF
3043
Canandaigua National Trust of Florida
New York
$1.53M
HWM
3044
Horizon Wealth Management
Illinois
$1.52M
SOW
3045
State of Wyoming
Wyoming
$1.52M
HA
3046
Hofer & Associates
California
$1.52M
AMCA
3047
Arthur M. Cohen & Associates
Illinois
$1.52M
FPL
3048
Fortress Private Ledger
North Carolina
$1.51M
KL
3049
KilterHowling LLC
Colorado
$1.51M
APWA
3050
Atlas Private Wealth Advisors
New Jersey
$1.51M