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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
WA
3151
Westfuller Advisors
New York
$1.33M
FSC
3152
Full Sail Capital
Oklahoma
$1.32M
WF
3153
Wayfinding Financial
Washington
$1.32M
KW
3154
Keyvantage Wealth
Pennsylvania
$1.32M
CWP
3155
Curated Wealth Partners
California
$1.32M
IWA
3156
Inspirion Wealth Advisors
Illinois
$1.32M
GAM
3157
Gemmer Asset Management
California
$1.31M
S
3158
Sachetta
Massachusetts
$1.31M
HFA
3159
Highland Financial Advisors
New Jersey
$1.31M
RFP
3160
Root Financial Partners
California
$1.31M
MFG
3161
Mainsail Financial Group
Washington
$1.31M
ONST
3162
Old North State Trust
North Carolina
$1.31M
SXL
3163
Summit X LLC
Missouri
$1.3M
T
3164
Transce3nd
Texas
$1.3M
GOCP
3165
Great Oak Capital Partners
Massachusetts
$1.3M
OPTFSNA
3166
Old Point Trust & Financial Services N A
Virginia
$1.3M
SPWG
3167
Sage Private Wealth Group
Illinois
$1.3M
MCM
3168
Mattern Capital Management
Colorado
$1.3M
WFA
3169
Wellspring Financial Advisors
Ohio
$1.29M
ATS
3170
Ashton Thomas Securities
New York
$1.29M
ABLA
3171
Alan B. Lancz & Associates
Ohio
$1.29M
CWM
3172
Challenger Wealth Management
California
$1.29M
PA
3173
Probity Advisors
Texas
$1.29M
NWA
3174
New World Advisors
Massachusetts
$1.29M
BSTWA
3175
Blake Schutter Theil Wealth Advisors
Ohio
$1.29M