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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
OAS
3776
Optivise Advisory Services
Tennessee
$620K
AR
3777
Apeiron RIA
Texas
$618K
IA
3778
IMZ Advisory
Florida
$617K
AWP
3779
Axis Wealth Partners
Rhode Island
$615K
BHWM
3780
Beaird Harris Wealth Management
Texas
$615K
CMBA
3781
C.M. Bidwell & Associates
Hawaii
$614K
BBWP
3782
Beacon Bridge Wealth Partners
Pennsylvania
$614K
BCB
3783
Brian C. Broderick
$612K
FIC
3784
Family Investment Center
Missouri
$612K
CPW
3785
Catalyst Private Wealth
California
$611K
CFG
3786
Carter Financial Group
Illinois
$611K
SC
3787
SummitTX Capital
Texas
$609K
AIM
3788
Arcadia Investment Management
Michigan
$609K
SC
3789
Schoolcraft Capital
Colorado
$609K
CFG
3790
Compton Financial Group
Maryland
$608K
JA
3791
JVL Associates
Michigan
$607K
CCP
3792
Cushing Capital Partners
Wisconsin
$607K
SOAG
3793
Silver Oak Advisory Group
Oregon
$606K
RAS
3794
RPS Advisory Solutions
Kentucky
$605K
SRWM
3795
Shira Ridge Wealth Management
California
$605K
LI
3796
LifeWealth Investments
Florida
$605K
FF
3797
Friday Financial
Iowa
$604K
Renaissance Technologies
3798
Renaissance Technologies
New York
$603K
TFA
3799
Tobias Financial Advisors
Florida
$601K
MBI
3800
May Barnhard Investments
Maryland
$600K