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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
CC
3301
Cultivar Capital
Texas
$1.11M
OWA
3302
Opal Wealth Advisors
New York
$1.11M
AWM
3303
Accredited Wealth Management
Kentucky
$1.11M
PPA
3304
Pacific Point Advisors
California
$1.11M
FRM
3305
Fox Run Management
Connecticut
$1.1M
ACM
3306
Advance Capital Management
Michigan
$1.1M
IAP
3307
Indie Asset Partners
Indiana
$1.1M
CAG
3308
Curtis Advisory Group
California
$1.1M
LGWM
3309
Litman Gregory Wealth Management
California
$1.1M
HB
3310
Horizon Bancorp
Indiana
$1.1M
FFM
3311
Flagstone Financial Management
Nebraska
$1.1M
AWS
3312
Arkfeld Wealth Strategies
Nebraska
$1.09M
DEM
3313
Disciplined Equity Management
Florida
$1.09M
BDLIB
3314
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.09M
GCM
3315
Galibier Capital Management
Ontario, Canada
$1.09M
PC
3316
Port Capital
Illinois
$1.09M
WPW
3317
Watershed Private Wealth
Illinois
$1.08M
RG
3318
Renaissance Group
Kentucky
$1.08M
TWM
3319
Tripletail Wealth Management
Florida
$1.08M
HWM
3320
Howard Wealth Management
Connecticut
$1.08M
HAS
3321
Holland Advisory Services
Florida
$1.08M
VBA
3322
von Borstel & Associates
Oregon
$1.08M
NI
3323
NCP Inc
California
$1.08M
KA
3324
KDT Advisors
New York
$1.08M
MAG
3325
Mayfair Advisory Group
Alabama
$1.07M