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JPMorgan Chase

4,697 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,004 increasing their positions, 1,990 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 funds holding

Funds holding:

1.28% more ownership

Funds ownership: 70.82%72.1% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,004 | Existing positions reduced: 1,990

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
940
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
TWP
3851
Tower Wealth Partners
Pennsylvania
$582K
ACM
3852
Ascent Capital Management
Oregon
$582K
GWA
3853
Gratus Wealth Advisors
Virginia
$582K
FWMM
3854
Foundation Wealth Management (Missouri)
Missouri
$580K
CWA
3855
Centennial Wealth Advisory
Michigan
$580K
CFGSD
3856
Compass Financial Group (South Dakota)
South Dakota
$580K
BI
3857
Bramshill Investments
Florida
$580K
SCM
3858
Shapiro Capital Management
Georgia
$580K
CI
3859
Corient IA
Florida
$580K
BCM
3860
Brooktree Capital Management
Michigan
$580K
SHWM
3861
Smith & Howard Wealth Management
Georgia
$579K
KFS
3862
Kurt F. Somerville
$578K
KNFPWM
3863
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$578K
SIC
3864
SJS Investment Consulting
Ohio
$577K
SPA
3865
Sherbrooke Park Advisers
New York
$577K
SWIM
3866
Smallwood Wealth Investment Management
New Jersey
$577K
AWM
3867
Alterna Wealth Management
Texas
$575K
RA
3868
Riverstone Advisors
Texas
$574K
BIA
3869
Bell Investment Advisors
California
$574K
CWM
3870
Consultiva Wealth Management
Puerto Rico
$572K
LWM
3871
Laidlaw Wealth Management
New York
$572K
RHJA
3872
Rice Hall James & Associates
California
$571K
Betterment LLC
3873
Betterment LLC
New York
$571K
WP
3874
Wealthspan Partners
Iowa
$570K
LFGO
3875
Legacy Financial Group (Oklahoma)
Oklahoma
$570K