JPM icon

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
JCIA
3726
Jackson Creek Investment Advisors
Colorado
$653K
TWA
3727
Tandem Wealth Advisors
Arizona
$652K
KFS
3728
Kelly Financial Services
Massachusetts
$652K
WP
3729
Waycross Partners
Kentucky
$651K
OA
3730
Oceanside Advisors
South Carolina
$651K
SM
3731
Sensible Money
Arizona
$649K
CFC
3732
Coyle Financial Counsel
Illinois
$648K
TAM
3733
TCP Asset Management
Ohio
$647K
MCM
3734
M1 Capital Management
Michigan
$647K
M
3735
MATAURO
New York
$646K
WI
3736
Wedgewood Investors
Pennsylvania
$646K
OFP
3737
OLIO Financial Planning
Virginia
$645K
SFC
3738
Sprinkle Financial Consultants
Colorado
$642K
SWM
3739
Selective Wealth Management
Virginia
$642K
WWA
3740
Wisconsin Wealth Advisors
Wisconsin
$642K
STB
3741
S&T Bank
Pennsylvania
$641K
BA
3742
Brightwater Advisory
Florida
$640K
SO
3743
Sierra Ocean
California
$640K
SCA
3744
Southern Capital Advisors
Tennessee
$639K
RP
3745
Riverwater Partners
Wisconsin
$638K
SCM
3746
Stonebridge Capital Management
California
$638K
IFO
3747
Independent Family Office
New York
$638K
KWA
3748
Kellett Wealth Advisors
Ohio
$637K
HIF
3749
Hill Island Financial
Michigan
$635K
ICM
3750
Intrepid Capital Management
Florida
$635K