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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
KAM
3826
Karani Asset Management
New York
$584K
JSA
3827
Jacobson & Schmitt Advisors
Wisconsin
$584K
CWMP
3828
Clarion Wealth Managment Partners
Virginia
$583K
CFS
3829
CGC Financial Services
Oregon
$583K
TWP
3830
Tower Wealth Partners
Pennsylvania
$582K
ACM
3831
Ascent Capital Management
Oregon
$582K
GWA
3832
Gratus Wealth Advisors
Virginia
$582K
FWMM
3833
Foundation Wealth Management (Missouri)
Missouri
$580K
CWA
3834
Centennial Wealth Advisory
Michigan
$580K
CFGSD
3835
Compass Financial Group (South Dakota)
South Dakota
$580K
BI
3836
Bramshill Investments
Florida
$580K
CI
3837
Corient IA
Florida
$580K
SCM
3838
Shapiro Capital Management
Georgia
$580K
BCM
3839
Brooktree Capital Management
Michigan
$580K
SHWM
3840
Smith & Howard Wealth Management
Georgia
$579K
KFS
3841
Kurt F. Somerville
$578K
KNFPWM
3842
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$578K
SIC
3843
SJS Investment Consulting
Ohio
$577K
SPA
3844
Sherbrooke Park Advisers
New York
$577K
SWIM
3845
Smallwood Wealth Investment Management
New Jersey
$577K
AWM
3846
Alterna Wealth Management
Texas
$575K
RA
3847
Riverstone Advisors
Texas
$574K
BIA
3848
Bell Investment Advisors
California
$574K
CWM
3849
Consultiva Wealth Management
Puerto Rico
$572K
LWM
3850
Laidlaw Wealth Management
New York
$572K