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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
PSCM
3326
Per Stirling Capital Management
Texas
$1.07M
HWP
3327
Hibernia Wealth Partners
Louisiana
$1.07M
DWA
3328
Dougherty Wealth Advisers
Minnesota
$1.07M
EI
3329
Ellevest Inc
New York
$1.07M
CSI
3330
Clark & Stuart Inc
Maine
$1.07M
I
3331
InceptionR
California
$1.07M
IWP
3332
Invenio Wealth Partners
Florida
$1.07M
SPI
3333
Santori & Peters Inc
Pennsylvania
$1.07M
SWP
3334
Semus Wealth Partners
Florida
$1.07M
1W
3335
1776 Wealth
Georgia
$1.07M
NC
3336
North Capital
Utah
$1.07M
PCI
3337
Planning Center Inc
Illinois
$1.07M
RA
3338
Rise Advisors
New York
$1.06M
RA
3339
Rational Advisors
New York
$1.06M
WCP
3340
Wealthcare Capital Partners
Pennsylvania
$1.06M
BBPWM
3341
Blue Bell Private Wealth Management
Pennsylvania
$1.06M
MWM
3342
MBE Wealth Management
Wisconsin
$1.05M
FWA
3343
Flagship Wealth Advisors
Massachusetts
$1.05M
KOC
3344
Koss-Olinger Consulting
Florida
$1.05M
GPWM
3345
Grant Private Wealth Management
California
$1.05M
CFP
3346
Cascade Financial Partners
California
$1.05M
TFA
3347
Tranquilli Financial Advisor
New Jersey
$1.05M
HNWA
3348
Henrickson Nauta Wealth Advisors
Michigan
$1.05M
GFWA
3349
Grey Fox Wealth Advisors
Delaware
$1.05M
HI
3350
Humankind Investments
New York
$1.04M