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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
AS
3501
Altshuler Shaham
Israel
$870K
BAM
3502
BOCHK Asset Management
Hong Kong
$870K
RSWA
3503
Robinson Smith Wealth Advisors
Maine
$869K
HWA
3504
Hillcrest Wealth Advisors
New Jersey
$868K
AWP
3505
Abacus Wealth Partners
California
$867K
FFWM
3506
Future Financial Wealth Management
Ohio
$866K
HIS
3507
Harvest Investment Services
Illinois
$865K
FA
3508
FSA Advisors
Michigan
$865K
TBWA
3509
Three Bridge Wealth Advisors
California
$865K
VFP
3510
Verus Financial Partners
Virginia
$865K
BCMLT
3511
Beacon Capital Management LLC (Tennessee)
Tennessee
$864K
WFPG
3512
Waller Financial Planning Group
Ohio
$863K
BMD
3513
Better Money Decisions
New Mexico
$860K
SFC
3514
Strategic Financial Concepts
Texas
$860K
WFAG
3515
Wescott Financial Advisory Group
Pennsylvania
$860K
VWA
3516
VSM Wealth Advisory
Maryland
$859K
CWM
3517
Centricity Wealth Management
Ohio
$859K
HCWM
3518
Hidden Cove Wealth Management
Washington
$856K
TC
3519
TAGStone Capital
North Carolina
$854K
CA
3520
CapWealth Advisors
Tennessee
$851K
FF
3521
Francis Financial
$851K
TCM
3522
Thoma Capital Management
Maryland
$851K
DFA
3523
DHK Financial Advisors
New Hampshire
$850K
TA
3524
TCM Advisors
West Virginia
$849K
EIM
3525
Essex Investment Management
Massachusetts
$847K