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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
LIG
3901
Lokken Investment Group
Delaware
$536K
CWA
3902
CogentBlue Wealth Advisors
Tennessee
$535K
WHCI
3903
W.H. Cornerstone Investments
Massachusetts
$535K
DWM
3904
Denver Wealth Management
Colorado
$535K
GFA
3905
Gladwyn Financial Advisors
Virginia
$534K
RAG
3906
RIA Advisory Group
Iowa
$534K
PCM
3907
Pennsylvania Capital Management
Pennsylvania
$533K
SC
3908
Schiavi & Co
Delaware
$531K
FAN
3909
Financial Advisors Network
California
$531K
PRI
3910
Prepared Retirement Institute
Pennsylvania
$528K
ARMT
3911
Amica Retiree Medical Trust
Rhode Island
$528K
EFL
3912
ERn Financial LLC
Wisconsin
$528K
LFP
3913
Leeward Financial Partners
Washington
$527K
FCMA
3914
Foresight Capital Management Advisors
Michigan
$527K
DTL
3915
Dynamic Technology Lab
Singapore
$527K
HKIMG
3916
Hutchens & Kramer Investment Management Group
Indiana
$526K
CCA
3917
Catalyst Capital Advisors
New York
$526K
CPC
3918
CFC Planning Company
Indiana
$526K
SA
3919
Scarborough Advisors
Maryland
$525K
APW
3920
Axim Planning & Wealth
Ohio
$524K
JWM
3921
Jupiter Wealth Management
Colorado
$524K
BA
3922
BIP Alliance
Georgia
$523K
KFA
3923
Krane Funds Advisors
New York
$523K
BAWM
3924
Bennett Associates Wealth Management
Pennsylvania
$523K
BI
3925
Binnacle Investments
Iowa
$522K