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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
WW
3701
Westshore Wealth
California
$681K
PI
3702
Parkside Investments
Illinois
$679K
GGI
3703
Godsey & Gibb Inc
Virginia
$678K
PCM
3704
Piedmont Capital Management
Montana
$675K
FPW
3705
Flywheel Private Wealth
California
$675K
LSA
3706
Lansing Street Advisors
Pennsylvania
$674K
FCM
3707
Fortis Capital Management
Washington
$673K
TS
3708
Tamar Securities
California
$673K
BCM
3709
Brown Capital Management
Maryland
$672K
BWS
3710
Broadway Wealth Solutions
Texas
$671K
CWMGO
3711
Capstone Wealth Management Group (Oregon)
Oregon
$670K
SWM
3712
SFG Wealth Management
Maryland
$666K
NFC
3713
Northstar Financial Companies
Pennsylvania
$665K
EMAM
3714
Encompass More Asset Management
California
$664K
Blackstone Inc
3715
Blackstone Inc
New York
$664K
SFPG
3716
Stonebridge Financial Planning Group
Florida
$663K
RIA
3717
Richwood Investment Advisors
Ohio
$663K
KIC
3718
Keating Investment Counselors
Florida
$662K
GF
3719
Gimbal Financial
Indiana
$662K
FEG
3720
Financial Enhancement Group
Indiana
$660K
DHC
3721
Drum Hill Capital
Connecticut
$660K
XPN
3722
XY Planning Network
Montana
$656K
VPP
3723
Vertex Planning Partners
Illinois
$655K
RPGNY
3724
Retirement Planning Group (New York)
New York
$655K
4A
3725
4Wealth Advisors
Illinois
$654K