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JPMorgan Chase

4,675 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, 1,996 increasing their positions, 1,981 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: 4,6034,675 (+72)

1% more repeat investments, than reductions

Existing positions increased: 1,996 | Existing positions reduced: 1,981

9% less call options, than puts

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

Holders
4,675
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
EF
3876
Exeter Financial
Arizona
$554K
WLIM
3877
White Lighthouse Investment Management
Massachusetts
$554K
WWM
3878
WT Wealth Management
Arizona
$553K
BAM
3879
Bosun Asset Management
Illinois
$551K
JAA
3880
Joel Adams & Associates
North Carolina
$551K
WFS
3881
Widmann Financial Services
Maryland
$550K
DWAM
3882
Duncan Williams Asset Management
Tennessee
$550K
HWM
3883
HFR Wealth Management
New York
$548K
SGI
3884
Swan Global Investments
Colorado
$548K
ADIM
3885
Alpha DNA Investment Management
Maryland
$547K
SA
3886
Stewardship Advisors
Pennsylvania
$547K
PWA
3887
Physician Wealth Advisors
Utah
$546K
MWA
3888
MN Wealth Advisors
Kansas
$545K
OPWM
3889
Oxinas Partners Wealth Management
Indiana
$545K
RFP
3890
Roth Financial Partners
Texas
$544K
SH
3891
SLT Holdings
Arizona
$544K
2WWM
3892
21 West Wealth Management
California
$544K
R
3893
Rebalance
California
$544K
FWMP
3894
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$542K
EA
3895
Echo45 Advisors
California
$542K
CSA
3896
Cornerstone Select Advisors
Missouri
$541K
AM
3897
Atwater Malick
Pennsylvania
$540K
DFA
3898
DHJJ Financial Advisors
Illinois
$539K
KAM
3899
Knightsbridge Asset Management
California
$539K
CCA
3900
Cadent Capital Advisors
Oklahoma
$538K