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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
SWMG
3951
Sanchez Wealth Management Group
Florida
$507K
DP
3952
Denver PWM
Colorado
$507K
SIS
3953
Strategic Investment Solutions
Illinois
$505K
VBWMG
3954
Von Berge Wealth Management Group
California
$504K
AMG
3955
Asset Management Group
Connecticut
$504K
NRWA
3956
North Ridge Wealth Advisors
Oregon
$503K
BWA
3957
Bestgate Wealth Advisors
Maryland
$503K
HWMC
3958
Heritage Wealth Management (California)
California
$502K
PWM
3959
Power Wealth Management
Georgia
$502K
LFA
3960
Level Financial Advisors
New York
$501K
GA
3961
Gordian Advisors
Arizona
$501K
MAM
3962
Meeder Asset Management
Ohio
$499K
DWA
3963
Delta Wealth Advisors
Indiana
$498K
BOSSRA
3964
B.O.S.S. Retirement Advisors
Utah
$498K
BGA
3965
Battery Global Advisors
Massachusetts
$498K
DC
3966
Defender Capital
North Carolina
$495K
NPI
3967
New Perspectives Inc
Mississippi
$494K
SFS
3968
Sharp Financial Services
Pennsylvania
$493K
KL
3969
KWMG LLC
Kansas
$491K
OAJ
3970
Ogorek Anthony Joseph
New York
$491K
TA
3971
Townsend & Associates
Colorado
$491K
JGIA
3972
Jackson Grant Investment Advisers
Connecticut
$490K
AFO
3973
Allie Family Office
Florida
$490K
RLIM
3974
Red Lighthouse Investment Management
New York
$490K
GFM
3975
GF Fund Management
China
$490K