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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
CA
3076
Cambridge Advisors
Nebraska
$1.46M
BAM
3077
Beaumont Asset Management
Texas
$1.46M
AWM
3078
Activest Wealth Management
Florida
$1.46M
RRA
3079
Round Rock Advisors
Connecticut
$1.45M
PW
3080
Paladin Wealth
Minnesota
$1.45M
APW
3081
Aurora Private Wealth
New Jersey
$1.45M
IAG
3082
Ipsen Advisor Group
Arkansas
$1.45M
GA
3083
Greenhaven Associates
New York
$1.45M
HP
3084
Holowesko Partners
Bahamas
$1.45M
JC
3085
JBF Capital
Colorado
$1.45M
IA
3086
Insight Advisors
Pennsylvania
$1.45M
ML
3087
McAdam LLC
Pennsylvania
$1.45M
GC
3088
Garde Capital
Washington
$1.45M
WAM
3089
Wallington Asset Management
Indiana
$1.45M
WH
3090
Willner & Heller
California
$1.45M
SC
3091
Steph & Co
Wisconsin
$1.44M
OPW
3092
Oxler Private Wealth
New York
$1.44M
MG
3093
McHugh Group
Ohio
$1.44M
EIA
3094
Eldridge Investment Advisors
New Hampshire
$1.44M
BIMC
3095
Benson Investment Management Company
Virginia
$1.44M
NMG
3096
New Millennium Group
Utah
$1.43M
SL
3097
Salomon & Ludwin
Virginia
$1.43M
WC
3098
Westhampton Capital
North Carolina
$1.43M
LWM
3099
Liberty Wealth Management
California
$1.43M
SPL
3100
Smart Portfolios LLC
Washington
$1.43M