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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
BFF
3226
Byrne Financial Freedom
Massachusetts
$1.21M
LC
3227
Landaas & Company
Wisconsin
$1.21M
SAM
3228
S.A. Mason
Michigan
$1.21M
BA
3229
Bluesphere Advisors
Pennsylvania
$1.2M
MIM
3230
Merrion Investment Management
New Jersey
$1.2M
MWM
3231
Maripau Wealth Management
Indiana
$1.2M
TFCP
3232
Twin Focus Capital Partners
Massachusetts
$1.2M
CMAI
3233
Capital Management Associates Inc
Minnesota
$1.19M
CSWG
3234
Cardinal Strategic Wealth Guidance
Kentucky
$1.19M
IAG
3235
Investment Advisory Group
Massachusetts
$1.19M
PAWA
3236
Palo Alto Wealth Advisors
California
$1.19M
AC
3237
ASB Consultores
Florida
$1.19M
KWM
3238
Kaydan Wealth Management
Michigan
$1.19M
GA
3239
Goldstein Advisors
Wisconsin
$1.19M
RIS
3240
Retirement Income Solutions
Michigan
$1.19M
DWP
3241
Destiny Wealth Partners
Florida
$1.19M
PWP
3242
Prasad Wealth Partners
Ohio
$1.19M
TC
3243
TwinBeech Capital
New York
$1.19M
DWS
3244
Discipline Wealth Solutions
South Carolina
$1.19M
DIA
3245
Davidson Investment Advisors
Montana
$1.19M
PA
3246
PSI Advisors
Florida
$1.18M
CWA
3247
CM Wealth Advisors
Ohio
$1.18M
DPI
3248
Diversified Portfolios Inc
Michigan
$1.18M
TIM
3249
Tikehau Investment Management
France
$1.18M
NFP
3250
Narus Financial Partners
Utah
$1.18M