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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
BAM
3876
Bosun Asset Management
Illinois
$551K
JAA
3877
Joel Adams & Associates
North Carolina
$551K
WFS
3878
Widmann Financial Services
Maryland
$550K
DWAM
3879
Duncan Williams Asset Management
Tennessee
$550K
HWM
3880
HFR Wealth Management
New York
$548K
SGI
3881
Swan Global Investments
Colorado
$548K
ADIM
3882
Alpha DNA Investment Management
Maryland
$547K
SA
3883
Stewardship Advisors
Pennsylvania
$547K
PWA
3884
Physician Wealth Advisors
Utah
$546K
MWA
3885
MN Wealth Advisors
Kansas
$545K
OPWM
3886
Oxinas Partners Wealth Management
Indiana
$545K
RFP
3887
Roth Financial Partners
Texas
$544K
SH
3888
SLT Holdings
Arizona
$544K
2WWM
3889
21 West Wealth Management
California
$544K
R
3890
Rebalance
California
$544K
FWMP
3891
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$542K
EA
3892
Echo45 Advisors
California
$542K
CSA
3893
Cornerstone Select Advisors
Missouri
$541K
AM
3894
Atwater Malick
Pennsylvania
$540K
DFA
3895
DHJJ Financial Advisors
Illinois
$539K
KAM
3896
Knightsbridge Asset Management
California
$539K
CCA
3897
Cadent Capital Advisors
Oklahoma
$538K
PWP
3898
Parkwoods Wealth Partners
New York
$537K
CFP
3899
Comprehensive Financial Planning
Pennsylvania
$537K
KCAM
3900
Kagan Cocozza Asset Management
New Jersey
$536K