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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
WG
3251
Wealth Group
North Carolina
$1.18M
SC
3252
Sykon Capital
New York
$1.17M
GWAG
3253
Garrett Wealth Advisory Group
Texas
$1.17M
MWS
3254
MFA Wealth Services
California
$1.17M
HFS
3255
Hopwood Financial Services
Virginia
$1.17M
VCP
3256
Vista Capital Partners
Oregon
$1.17M
KWM
3257
Kingsman Wealth Management
Florida
$1.17M
DAM
3258
Doheny Asset Management
California
$1.17M
EI
3259
Ecofi Investissements
France
$1.16M
THL
3260
Tillman Hartley LLC
Colorado
$1.16M
GG
3261
GenWealth Group
New Jersey
$1.16M
WDA
3262
Wendell David Associates
New Hampshire
$1.16M
SIAG
3263
Safeguard Investment Advisory Group
California
$1.16M
NIA
3264
NBZ Investment Advisors
Tennessee
$1.16M
SDAM
3265
Shulman DeMeo Asset Management
New York
$1.16M
HG
3266
Harbor Group
New Hampshire
$1.16M
ACM
3267
Ardent Capital Management
Ohio
$1.16M
SGWM
3268
Sterling Group Wealth Management
California
$1.16M
MAG
3269
M3 Advisory Group
Massachusetts
$1.15M
FFG
3270
Fiduciary Financial Group
California
$1.15M
TCM
3271
Tributary Capital Management
Nebraska
$1.15M
TFGT
3272
TS Financial Group (TSFG)
Illinois
$1.15M
AT
3273
Avalon Trust
New Mexico
$1.15M
NRI
3274
NFP Retirement Inc
California
$1.15M
GF
3275
GGM Financials
Ohio
$1.15M