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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
VFG
3201
Victory Financial Group
Texas
$1.24M
ARC
3202
Advisor Resource Council
Texas
$1.24M
SWM
3203
Silverlake Wealth Management
Vermont
$1.24M
BCG
3204
Bravias Capital Group
New Jersey
$1.24M
WA
3205
Wambolt & Associates
Colorado
$1.24M
WCFA
3206
Walkner Condon Financial Advisors
Wisconsin
$1.24M
DBRC
3207
D.B. Root & Company
Pennsylvania
$1.24M
SHFP
3208
Second Half Financial Partners
Florida
$1.24M
PCM
3209
Poehling Capital Management
Wisconsin
$1.23M
NVIM
3210
New Vernon Investment Management
Illinois
$1.23M
ACA
3211
Affinity Capital Advisors
California
$1.23M
RMCM
3212
Reynders McVeigh Capital Management
Massachusetts
$1.23M
GCM
3213
Gibraltar Capital Management
Oklahoma
$1.23M
FDW
3214
Fourth Dimension Wealth
Ohio
$1.23M
GA
3215
GSG Advisors
New Jersey
$1.22M
RHDIC
3216
R.H. Dinel Investment Counsel
California
$1.22M
CCP
3217
Carmel Capital Partners
California
$1.22M
AWAP
3218
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M
AWM
3219
Ariadne Wealth Management
California
$1.22M
TIM
3220
Tevis Investment Management
Texas
$1.22M
RGC
3221
Roberts, Glore & Co
Illinois
$1.22M
TFG
3222
Taylor Financial Group
Virginia
$1.22M
HA
3223
Helium Advisors
Washington
$1.21M
LK
3224
Lumbard & Kellner
New Hampshire
$1.21M
DMBA
3225
Deseret Mutual Benefit Administrators
Utah
$1.21M