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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
GCM
3926
Gallacher Capital Management
Colorado
$521K
CL
3927
CVFG LLC
Indiana
$521K
NCFG
3928
New Century Financial Group
New Jersey
$521K
BF
3929
Brogan Financial
Tennessee
$520K
AFA
3930
American Financial Advisors
Georgia
$520K
TFA
3931
Toth Financial Advisory
Virginia
$518K
RFG
3932
REAP Financial Group
Texas
$518K
WAM
3933
Worth Asset Management
Texas
$517K
HFRG
3934
Houlihan Financial Resource Group
Virginia
$516K
AWAU
3935
Alliance Wealth Advisors (Utah)
Utah
$515K
WFS
3936
Walker Financial Services
Kentucky
$514K
LODC
3937
Lanham O'Dell & Company
West Virginia
$514K
GCM
3938
Gladius Capital Management
Illinois
$513K
LAM
3939
Lingohr Asset Management
Germany
$512K
PWMG
3940
Private Wealth Management Group
New Jersey
$511K
LWA
3941
Ledgewood Wealth Advisors
New Hampshire
$510K
TCMP
3942
Thrive Capital Management (Pennsylvania)
Pennsylvania
$510K
PW
3943
Potentia Wealth
California
$510K
MWM
3944
Momentous Wealth Management
Washington
$509K
SHJ
3945
Sharkey, Howes & Javer
Colorado
$508K
CWA
3946
Core Wealth Advisors
Florida
$507K
WPA
3947
Wealth Preservation Advisors
Tennessee
$507K
ICMM
3948
Integrated Capital Management (Michigan)
Michigan
$507K
LCC
3949
Lincoln Capital Corp
Rhode Island
$507K
SWMG
3950
Sanchez Wealth Management Group
Florida
$507K