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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
ICM
3751
Intrepid Capital Management
Florida
$635K
IVP
3752
Intrinsic Value Partners
Arizona
$634K
LIA
3753
Luken Investment Analytics
Tennessee
$633K
VCWA
3754
Vanguard Capital Wealth Advisors
Colorado
$633K
GC
3755
Guidance Capital
Kentucky
$633K
MFS
3756
McNamara Financial Services
Massachusetts
$632K
FWM
3757
FSA Wealth Management
Massachusetts
$632K
FPCG
3758
Forum Private Client Group
Indiana
$631K
SCA
3759
Sage Capital Advisors
South Dakota
$631K
HAM
3760
Hickory Asset Management
Ohio
$630K
TE
3761
Tema ETFs
New York
$630K
DWM
3762
Darwin Wealth Management
Florida
$629K
AFS
3763
Anderson Financial Strategies
Ohio
$627K
TPWA
3764
Twin Peaks Wealth Advisors
California
$627K
CP
3765
Castleview Partners
Texas
$626K
BAMG
3766
Brand Asset Management Group
Missouri
$626K
WA
3767
Waterford Advisors
New York
$625K
RC
3768
Rexford Capital
Texas
$625K
KFG
3769
Kingdom Financial Group
Arizona
$624K
GCWM
3770
Graham Capital Wealth Management
District of Columbia
$624K
RSF
3771
Rik Saylor Financial
Ohio
$624K
GPW
3772
Genesis Private Wealth
Virginia
$624K
RWRC
3773
R.W. Roge & Company
New York
$622K
CCP
3774
Clarkston Capital Partners
Michigan
$622K
WPW
3775
Warther Private Wealth
Ohio
$620K