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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
BI
3926
Binnacle Investments
Iowa
$522K
GCM
3927
Gallacher Capital Management
Colorado
$521K
CL
3928
CVFG LLC
Indiana
$521K
NCFG
3929
New Century Financial Group
New Jersey
$521K
BF
3930
Brogan Financial
Tennessee
$520K
AFA
3931
American Financial Advisors
Georgia
$520K
TFA
3932
Toth Financial Advisory
Virginia
$518K
RFG
3933
REAP Financial Group
Texas
$518K
WAM
3934
Worth Asset Management
Texas
$517K
HFRG
3935
Houlihan Financial Resource Group
Virginia
$516K
AWAU
3936
Alliance Wealth Advisors (Utah)
Utah
$515K
WFS
3937
Walker Financial Services
Kentucky
$514K
LODC
3938
Lanham O'Dell & Company
West Virginia
$514K
GCM
3939
Gladius Capital Management
Illinois
$513K
LAM
3940
Lingohr Asset Management
Germany
$512K
PWMG
3941
Private Wealth Management Group
New Jersey
$511K
LWA
3942
Ledgewood Wealth Advisors
New Hampshire
$510K
TCMP
3943
Thrive Capital Management (Pennsylvania)
Pennsylvania
$510K
PW
3944
Potentia Wealth
California
$510K
MWM
3945
Momentous Wealth Management
Washington
$509K
SHJ
3946
Sharkey, Howes & Javer
Colorado
$508K
CWA
3947
Core Wealth Advisors
Florida
$507K
WPA
3948
Wealth Preservation Advisors
Tennessee
$507K
ICMM
3949
Integrated Capital Management (Michigan)
Michigan
$507K
LCC
3950
Lincoln Capital Corp
Rhode Island
$507K