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JPMorgan Chase

4,672 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, 1,981 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: 4,6004,672 (+72)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,981

9% less call options, than puts

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

Holders
4,672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
938
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
KCAM
3901
Kagan Cocozza Asset Management
New Jersey
$536K
LIG
3902
Lokken Investment Group
Delaware
$536K
CWA
3903
CogentBlue Wealth Advisors
Tennessee
$535K
WHCI
3904
W.H. Cornerstone Investments
Massachusetts
$535K
DWM
3905
Denver Wealth Management
Colorado
$535K
GFA
3906
Gladwyn Financial Advisors
Virginia
$534K
RAG
3907
RIA Advisory Group
Iowa
$534K
PCM
3908
Pennsylvania Capital Management
Pennsylvania
$533K
SC
3909
Schiavi & Co
Delaware
$531K
FAN
3910
Financial Advisors Network
California
$531K
PRI
3911
Prepared Retirement Institute
Pennsylvania
$528K
ARMT
3912
Amica Retiree Medical Trust
Rhode Island
$528K
EFL
3913
ERn Financial LLC
Wisconsin
$528K
LFP
3914
Leeward Financial Partners
Washington
$527K
FCMA
3915
Foresight Capital Management Advisors
Michigan
$527K
DTL
3916
Dynamic Technology Lab
Singapore
$527K
HKIMG
3917
Hutchens & Kramer Investment Management Group
Indiana
$526K
CCA
3918
Catalyst Capital Advisors
New York
$526K
CPC
3919
CFC Planning Company
Indiana
$526K
SA
3920
Scarborough Advisors
Maryland
$525K
APW
3921
Axim Planning & Wealth
Ohio
$524K
JWM
3922
Jupiter Wealth Management
Colorado
$524K
BA
3923
BIP Alliance
Georgia
$523K
KFA
3924
Krane Funds Advisors
New York
$523K
BAWM
3925
Bennett Associates Wealth Management
Pennsylvania
$523K