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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
PGA
3051
Portland Global Advisors
Maine
$1.51M
PCM
3052
Park Capital Management
Wisconsin
$1.51M
CSI
3053
Cross Staff Investments
New York
$1.5M
CA
3054
Centerpoint Advisors
Massachusetts
$1.5M
FWI
3055
Facet Wealth Inc
Maryland
$1.5M
DG
3056
DMC Group
Alabama
$1.5M
EWS
3057
Evergreen Wealth Solutions
Pennsylvania
$1.5M
NCM
3058
Next Capital Management
New York
$1.49M
LA
3059
Latitude Advisors
Florida
$1.49M
SI
3060
Seeds Investor
New York
$1.49M
GAA
3061
Guardian Asset Advisors
Pennsylvania
$1.49M
SCM
3062
Sterneck Capital Management
Missouri
$1.49M
LWM
3063
Lionsbridge Wealth Management
Florida
$1.49M
EL
3064
EWA LLC
Pennsylvania
$1.49M
BFWA
3065
Benchmark Financial Wealth Advisors
Florida
$1.48M
PW
3066
Pandora Wealth
Illinois
$1.48M
BFM
3067
Boothbay Fund Management
New York
$1.48M
V
3068
ViaWealth
Kansas
$1.48M
JF
3069
Jump Financial
Illinois
$1.48M
WRPWM
3070
Werba Rubin Papier Wealth Management
California
$1.47M
EBA
3071
Eagle Bay Advisors
New York
$1.47M
RFS
3072
Richardson Financial Services
Massachusetts
$1.47M
WAM
3073
Weinberger Asset Management
California
$1.47M
CF
3074
Copperwynd Financial
Arizona
$1.47M
TC
3075
Truvestments Capital
Florida
$1.46M