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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
SAF
3376
Smith Anglin Financial
Texas
$1.01M
TWM
3377
TCFG Wealth Management
California
$1.01M
FCM
3378
Firestone Capital Management
Florida
$1.01M
WF
3379
Whelan Financial
California
$1.01M
WCWM
3380
Willow Creek Wealth Management
California
$1.01M
SC
3381
Sierra Capital
Florida
$1.01M
PA
3382
Persium Advisors
Georgia
$1M
AWM
3383
Abound Wealth Management
Tennessee
$1M
LA
3384
Lifeworks Advisors
Michigan
$1M
BWA
3385
BlueSky Wealth Advisors
North Carolina
$1M
MC
3386
McCarthy & Cox
Ohio
$1M
TWM
3387
Tanager Wealth Management
United Kingdom
$1M
CNBOF
3388
City National Bank of Florida
Florida
$1M
OAM
3389
Oberweis Asset Management
Illinois
$1M
BFA
3390
Buttonwood Financial Advisors
Maryland
$999K
IIM
3391
Illumine Investment Management
Washington
$998K
GCL
3392
Gouws Capital LLC
North Carolina
$995K
LRIC
3393
Long Road Investment Counsel
Michigan
$995K
CFO
3394
Collective Family Office
Pennsylvania
$995K
BAM
3395
Bellevue Asset Management
Washington
$991K
NFTC
3396
North Forty Two & Co
Oregon
$990K
EC
3397
EdgeRock Capital
Colorado
$990K
QPW
3398
Quantum Private Wealth
Florida
$989K
ADBIC
3399
A.D. Beadell Investment Counsel
Wisconsin
$984K
VW
3400
Vance Wealth
California
$983K