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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
RWI
3126
Red Wave Investments
Pennsylvania
$1.39M
LIM
3127
Longfellow Investment Management
Massachusetts
$1.39M
NED
3128
Nancy E. Dempze
$1.38M
WJA
3129
Willis Johnson & Associates
Texas
$1.38M
WWM
3130
Wagner Wealth Management
South Carolina
$1.37M
EA
3131
Enclave Advisors
Texas
$1.37M
RW
3132
RVW Wealth
California
$1.37M
RPCONE
3133
Retirement Planning Company of New England
Rhode Island
$1.36M
FP
3134
Fiduciary Planning
Florida
$1.36M
LRIA
3135
Leonard Rickey Investment Advisors
Washington
$1.36M
MF
3136
Manchester Financial
California
$1.36M
BFAG
3137
Blackston Financial Advisory Group
Florida
$1.36M
GSF
3138
Grove Street Fiduciary
New Hampshire
$1.35M
DWG
3139
Darden Wealth Group
Michigan
$1.35M
SM
3140
Salzhauer Michael
$1.35M
CAM
3141
Campion Asset Management
Virginia
$1.35M
BSHC
3142
Breed's Hill Capital
Massachusetts
$1.35M
ECA
3143
Elevated Capital Advisors
Utah
$1.34M
HC
3144
Hara Capital
Washington
$1.34M
MC
3145
Matisse Capital
Oregon
$1.34M
PIM
3146
Profit Investment Management
Maryland
$1.34M
BP
3147
BWM Planning
Texas
$1.34M
KBFS
3148
Kohmann Bosshard Financial Services
Ohio
$1.34M
NWA
3149
Navis Wealth Advisors
New York
$1.34M
CFA
3150
CWS Financial Advisors
Michigan
$1.33M