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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
RHJA
3851
Rice Hall James & Associates
California
$571K
Betterment LLC
3852
Betterment LLC
New York
$571K
WP
3853
Wealthspan Partners
Iowa
$570K
LFGO
3854
Legacy Financial Group (Oklahoma)
Oklahoma
$570K
KA
3855
Kearns & Associates
California
$568K
LAM
3856
Lakewood Asset Management
Illinois
$568K
JFGLC
3857
Johnson Financial Group LLC (Colorado)
Colorado
$567K
SBWIC
3858
Schaper Benz & Wise Investment Counsel
Wisconsin
$567K
HFW
3859
Horizon Family Wealth
Illinois
$567K
SSW
3860
Smith Shellnut Wilson
Mississippi
$567K
CC
3861
Centiva Capital
New York
$566K
CYG
3862
Clean Yield Group
Vermont
$566K
PWA
3863
Provenance Wealth Advisors
Florida
$564K
CWM
3864
CCG Wealth Management
California
$563K
MFA
3865
Morling Financial Advisors
California
$563K
NI
3866
NDVR Inc
Massachusetts
$562K
PSFG
3867
Park Square Financial Group
Georgia
$562K
GCP
3868
Gill Capital Partners
Colorado
$561K
BPC
3869
Bryce Point Capital
New York
$560K
EAM
3870
Everstar Asset Management
North Carolina
$556K
AC
3871
AWM Capital
Arizona
$555K
VBFG
3872
Vishria Bird Financial Group
Tennessee
$555K
EF
3873
Exeter Financial
Arizona
$554K
WLIM
3874
White Lighthouse Investment Management
Massachusetts
$554K
WWM
3875
WT Wealth Management
Arizona
$553K