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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
MWM
3801
Mascoma Wealth Management
New Hampshire
$598K
ICA
3802
Infrastructure Capital Advisors
New York
$598K
SWMG
3803
Signature Wealth Management Group
Georgia
$598K
SFFS
3804
Stonehage Fleming Financial Services
Jersey
$598K
BIP
3805
Blue Investment Partners
California
$598K
GSWA
3806
Good Steward Wealth Advisors
Tennessee
$597K
BMCM
3807
Burns Matteson Capital Management
New York
$596K
SC
3808
Sepio Capital
Utah
$596K
SAS
3809
Stelac Advisory Services
New York
$595K
CCIA
3810
Cherry Creek Investment Advisors
Colorado
$595K
WAN
3811
Wealth Advisors Northwest
Oregon
$595K
WBCM
3812
Wilson & Boucher Capital Management
California
$595K
BIG
3813
Builder Investment Group
Georgia
$593K
RWMG
3814
Redwood Wealth Management Group
New Jersey
$592K
IDA
3815
Intelligence Driven Advisers
California
$592K
VSQM
3816
V-Square Quantitative Management
Illinois
$590K
CFO
3817
Capitol Family Office
Oregon
$589K
KC
3818
Kinloch Capital
Virginia
$589K
PWA
3819
Peterson Wealth Advisors
Utah
$589K
BWCS
3820
Beirne Wealth Consulting Services
Connecticut
$588K
EWA
3821
Encompass Wealth Advisors
Oregon
$588K
PFA
3822
Presper Financial Architects
Ohio
$586K
WWP
3823
Waypoint Wealth Partners
California
$586K
CM
3824
Columbus Macro
Pennsylvania
$586K
SFP
3825
Sterling Financial Planning
New Jersey
$585K