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JPMorgan Chase

4,670 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, 1,979 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: 4,6004,670 (+70)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
936
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
FFL
3526
Financial Freedom LLC
Ohio
$846K
HIW
3527
Holos Integrated Wealth
Pennsylvania
$845K
WIA
3528
Wealthedge Investment Advisors
New York
$845K
MMCM
3529
Murphy & Mullick Capital Management
New York
$844K
MPCL
3530
My Personal CFO LLC
Washington
$844K
RWA
3531
Rooted Wealth Advisors
Illinois
$844K
WFA
3532
WMG Financial Advisors
Tennessee
$843K
CCP
3533
Clarity Capital Partners
California
$843K
WWM
3534
Westwood Wealth Management
California
$841K
AFWM
3535
AMJ Financial Wealth Management
Virginia
$840K
JWM
3536
Jackson Wealth Management
Florida
$840K
BDFN
3537
Bond & Devick Financial Network
Minnesota
$840K
AIA
3538
Arbor Investment Advisors
North Carolina
$839K
AIA
3539
AIMZ Investment Advisors
California
$839K
SP
3540
Successful Portfolios
Florida
$838K
SAM
3541
Shikiar Asset Management
New York
$838K
OCG
3542
Opus Capital Group
Ohio
$836K
MA
3543
MKT Advisors
California
$835K
CL
3544
CLG LLC
California
$835K
SCA
3545
Strathmore Capital Advisors
North Carolina
$834K
SC
3546
Saturna Capital
Washington
$833K
SG
3547
Strid Group
Pennsylvania
$833K
CRIG
3548
Charter Research & Investment Group
Connecticut
$831K
LAM
3549
Lewis Asset Management
California
$831K
CCA
3550
Coign Capital Advisors
Utah
$827K