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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
CIA
3401
Cape Investment Advisory
Georgia
$980K
ACA
3402
Ackerman Capital Advisors
Texas
$979K
OWM
3403
OneAscent Wealth Management
Alabama
$978K
LFA
3404
Laraway Financial Advisors
Minnesota
$978K
CCM
3405
Charter Capital Management
Wisconsin
$977K
PCFFS
3406
Pacific Center for Financial Services
California
$975K
KWM
3407
KFG Wealth Management
Indiana
$975K
BTC
3408
Bank & Trust Company
Illinois
$973K
GWM
3409
Glass Wealth Management
Texas
$972K
FWP
3410
Firethorn Wealth Partners
Georgia
$971K
ACM
3411
AUA Capital Management
Pennsylvania
$969K
OWA
3412
Outlook Wealth Advisors
Texas
$966K
IWA
3413
IVC Wealth Advisors
Pennsylvania
$965K
FA
3414
Forefront Analytics
Pennsylvania
$963K
MAM
3415
Mullooly Asset Management
New Jersey
$963K
FA
3416
Fiducient Advisors
Illinois
$963K
ONSWM
3417
Old North State Wealth Management
North Carolina
$962K
RFA
3418
Reyes Financial Architecture
California
$962K
EFG
3419
Ehrlich Financial Group
California
$961K
FAM
3420
Fairtree Asset Management
South Africa
$955K
FCT
3421
First Community Trust
Iowa
$954K
I2I
3422
Insight 2811 Inc
Illinois
$954K
UWP
3423
Uniting Wealth Partners
Kansas
$954K
PWM
3424
Partners Wealth Management
California
$954K
PWM
3425
Puff Wealth Management
New Jersey
$953K