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JPMorgan Chase

4,671 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, 1,980 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: 4,6004,671 (+71)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,980

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
937
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
TC
3476
Tacita Capital
Ontario, Canada
$895K
LWM
3477
LongView Wealth Management
Georgia
$893K
WAM
3478
WealthTrust Asset Management
Florida
$892K
MPW
3479
Magnolia Private Wealth
Pennsylvania
$891K
OIS
3480
OneAscent Investment Solutions
Alabama
$891K
HFM
3481
Harvest Fund Management
China
$891K
NPPM
3482
North Point Portfolio Managers
Ohio
$890K
RMC
3483
Ring Mountain Capital
California
$889K
DO
3484
denkapparat Operations
Germany
$889K
ACM
3485
Absolute Capital Management
Pennsylvania
$889K
IAG
3486
Investmark Advisory Group
Connecticut
$887K
BWM
3487
BCS Wealth Management
Tennessee
$886K
AWA
3488
Aletheian Wealth Advisors
Washington
$885K
PPC
3489
Pennington Partners & Co
Maryland
$884K
TPW
3490
Tiller Private Wealth
Pennsylvania
$881K
HFS
3491
Hughes Financial Services
Virginia
$879K
SL
3492
Summitry LLC
California
$878K
PCMC
3493
Paragon Capital Management (Colorado)
Colorado
$878K
AFA
3494
Allium Financial Advisors
Oregon
$878K
AWM
3495
Allen Wealth Management
North Carolina
$874K
IP
3496
Isthmus Partners
Wisconsin
$873K
EFG
3497
Elios Financial Group
Ohio
$873K
GAA
3498
Global Assets Advisory
Florida
$872K
DWM
3499
DecisionMap Wealth Management
Virginia
$872K
PIC
3500
Portland Investment Counsel
Ontario, Canada
$870K