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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
AI
3651
AXS Investments
New York
$727K
CTC
3652
Corundum Trust Company
South Dakota
$726K
CWM
3653
Cahaba Wealth Management
Georgia
$725K
CFS
3654
Coordinated Financial Services
Colorado
$723K
AL
3655
Arnhold LLC
New York
$722K
RBC
3656
Roble Belko & Company
Pennsylvania
$722K
HFS
3657
Heritage Financial Services
Massachusetts
$722K
RIM
3658
Rockbridge Investment Management
New York
$721K
WWG
3659
West Wealth Group
California
$719K
WAM
3660
Walker Asset Management
Missouri
$718K
TA
3661
Tactive Advisors
Florida
$718K
WA
3662
Wealthstar Advisors
Texas
$718K
LWM
3663
Lionshead Wealth Management
New York
$716K
CCG
3664
Catalina Capital Group
California
$716K
CGH
3665
CMG Global Holdings
Texas
$716K
IGGA
3666
Iron Gate Global Advisors
Utah
$715K
SIMC
3667
Squire Investment Management Company
Utah
$715K
CCA
3668
Covey Capital Advisors
Georgia
$710K
BCM
3669
Boreal Capital Management
Florida
$708K
IA
3670
Inspire Advisors
Idaho
$708K
IPW
3671
Intergy Private Wealth
Colorado
$707K
MMHP
3672
Murphy Middleton Hinkle & Parker
Georgia
$707K
BGAI
3673
Bruce G. Allen Investments
Colorado
$707K
CNWM
3674
Clay Northam Wealth Management
California
$707K
BWP
3675
Bernardo Wealth Planning
Pennsylvania
$704K