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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
HWM
3901
HFR Wealth Management
New York
$548K
SGI
3902
Swan Global Investments
Colorado
$548K
ADIM
3903
Alpha DNA Investment Management
Maryland
$547K
SA
3904
Stewardship Advisors
Pennsylvania
$547K
PWA
3905
Physician Wealth Advisors
Utah
$546K
MWA
3906
MN Wealth Advisors
Kansas
$545K
OPWM
3907
Oxinas Partners Wealth Management
Indiana
$545K
RFP
3908
Roth Financial Partners
Texas
$544K
SH
3909
SLT Holdings
Arizona
$544K
2WWM
3910
21 West Wealth Management
California
$544K
R
3911
Rebalance
California
$544K
FWMP
3912
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$542K
EA
3913
Echo45 Advisors
California
$542K
CSA
3914
Cornerstone Select Advisors
Missouri
$541K
AM
3915
Atwater Malick
Pennsylvania
$540K
DFA
3916
DHJJ Financial Advisors
Illinois
$539K
KAM
3917
Knightsbridge Asset Management
California
$539K
CCA
3918
Cadent Capital Advisors
Oklahoma
$538K
PWP
3919
Parkwoods Wealth Partners
New York
$537K
CFP
3920
Comprehensive Financial Planning
Pennsylvania
$537K
KCAM
3921
Kagan Cocozza Asset Management
New Jersey
$536K
LIG
3922
Lokken Investment Group
Delaware
$536K
CWA
3923
CogentBlue Wealth Advisors
Tennessee
$535K
WHCI
3924
W.H. Cornerstone Investments
Massachusetts
$535K
DWM
3925
Denver Wealth Management
Colorado
$535K