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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
EPW
3551
Endeavor Private Wealth
Kansas
$827K
OCM
3552
Objective Capital Management
Ohio
$825K
CAM
3553
Claret Asset Management
Quebec, Canada
$825K
BAM
3554
Broyhill Asset Management
North Carolina
$825K
DAM
3555
Diamant Asset Management
Connecticut
$824K
SRL
3556
Scientech Research LLC
New Jersey
$823K
AIS
3557
American Investment Services
Massachusetts
$822K
MPIA
3558
Milestones Private Investment Advisors
New York
$821K
IWM
3559
Integris Wealth Management
California
$820K
SWGC
3560
Summit Wealth Group (Colorado)
Colorado
$819K
AFG
3561
Arkansas Financial Group
Arkansas
$814K
BWM
3562
Brown Wealth Management
Illinois
$813K
CW
3563
Code Waechter
Florida
$813K
PAG
3564
Paladin Advisory Group
Iowa
$812K
MPAM
3565
Murphy Pohlad Asset Management
Minnesota
$812K
MIM
3566
Morningstar Investment Management
Illinois
$811K
KCIC
3567
Kuhn & Co Investment Counsel
Illinois
$811K
SHF
3568
Safe Harbor Fiduciary
Florida
$810K
NIWA
3569
New Insight Wealth Advisors
California
$809K
SWG
3570
Summit Wealth Group
Vermont
$807K
MWM
3571
Mindset Wealth Management
Indiana
$806K
ASG
3572
Ariston Services Group
California
$805K
OFO
3573
OneAscent Family Office
Alabama
$805K
KBG
3574
Kahn Brothers Group
New York
$805K
PG
3575
Prostatis Group
Maryland
$804K