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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
SP
3676
Symmetry Partners
Connecticut
$703K
PCM
3677
Prelude Capital Management
New York
$703K
RCM
3678
Rockbridge Capital Management
Virginia
$703K
RWM
3679
Reston Wealth Management
Virginia
$703K
GPW
3680
Gentry Private Wealth
Kansas
$702K
PCM
3681
Prospera Capital Management
Arizona
$702K
JC
3682
Jacobs & Co
California
$702K
BWA
3683
BlueChip Wealth Advisors
Georgia
$701K
SAM
3684
Sequent Asset Management
Texas
$701K
WWP
3685
Wise Wealth Partners
Arizona
$700K
HKAM
3686
Horizon Kinetics Asset Management
New York
$697K
PMIA
3687
Patrick Mauro Investment Advisor
Illinois
$697K
BI
3688
Beckerman Institutional
New Jersey
$696K
SCI
3689
Silver Coast Investments
United States
$694K
JTWM
3690
Jackson Thornton Wealth Management
Alabama
$693K
EGM
3691
Engineers Gate Manager
New York
$693K
WCM
3692
Wallace Capital Management
Texas
$691K
POIA
3693
Pin Oak Investment Advisors
Texas
$690K
KFS
3694
Kaizen Financial Strategies
California
$688K
KC
3695
Knuff & Co
California
$687K
PCP
3696
Panoramic Capital Partners
Oregon
$686K
WA
3697
WESPAC Advisors
California
$684K
PS
3698
Planned Solutions
California
$683K
IWP
3699
Insight Wealth Partners
Texas
$683K
RIS
3700
Richmond Investment Services
Wisconsin
$682K