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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
PHWM
3626
Pine Harbor Wealth Management
Maryland
$752K
HBWM
3627
Hollow Brook Wealth Management
New York
$751K
PFG
3628
Prospect Financial Group
Virginia
$749K
PDM
3629
Penn Davis McFarland
Texas
$748K
IIA
3630
ICW Investment Advisors
Arizona
$748K
GWM
3631
Gitterman Wealth Management
New Jersey
$747K
ETS
3632
ESL Trust Services
New York
$746K
C1AG
3633
Client 1st Advisory Group
Florida
$746K
MS
3634
Madden Securities
Texas
$745K
BRA
3635
Bender Robert & Associates
California
$745K
SDH
3636
Sloy Dahl & Holst
Washington
$743K
RIP
3637
RAM Investment Partners
Washington
$741K
PA
3638
Planning Alternatives
Michigan
$740K
OPPS
3639
Obsidian Personal Planning Solutions
Maryland
$736K
DFG
3640
Dupree Financial Group
Kentucky
$736K
AFIA
3641
America First Investment Advisors
Nebraska
$733K
SFG
3642
SNS Financial Group
Minnesota
$733K
API
3643
Asset Planning Inc
California
$733K
FA
3644
FDx Advisors
Illinois
$732K
PGWM
3645
Pitti Group Wealth Management
New York
$732K
NWMG
3646
Nicholson Wealth Management Group
South Carolina
$731K
PSA
3647
Plum Street Advisors
Louisiana
$731K
SAM
3648
Strive Asset Management
Ohio
$731K
RIP
3649
Reliant Investment Partners
North Carolina
$731K
CWA
3650
Centerline Wealth Advisors
Kentucky
$729K