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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
AFA
3951
American Financial Advisors
Georgia
$520K
TFA
3952
Toth Financial Advisory
Virginia
$518K
RFG
3953
REAP Financial Group
Texas
$518K
WAM
3954
Worth Asset Management
Texas
$517K
HFRG
3955
Houlihan Financial Resource Group
Virginia
$516K
AWAU
3956
Alliance Wealth Advisors (Utah)
Utah
$515K
WFS
3957
Walker Financial Services
Kentucky
$514K
LODC
3958
Lanham O'Dell & Company
West Virginia
$514K
GCM
3959
Gladius Capital Management
Illinois
$513K
LAM
3960
Lingohr Asset Management
Germany
$512K
PWMG
3961
Private Wealth Management Group
New Jersey
$511K
LWA
3962
Ledgewood Wealth Advisors
New Hampshire
$510K
TCMP
3963
Thrive Capital Management (Pennsylvania)
Pennsylvania
$510K
PW
3964
Potentia Wealth
California
$510K
MWM
3965
Momentous Wealth Management
Washington
$509K
SHJ
3966
Sharkey, Howes & Javer
Colorado
$508K
CWA
3967
Core Wealth Advisors
Florida
$507K
WPA
3968
Wealth Preservation Advisors
Tennessee
$507K
ICMM
3969
Integrated Capital Management (Michigan)
Michigan
$507K
LCC
3970
Lincoln Capital Corp
Rhode Island
$507K
SWMG
3971
Sanchez Wealth Management Group
Florida
$507K
DP
3972
Denver PWM
Colorado
$507K
SIS
3973
Strategic Investment Solutions
Illinois
$505K
VBWMG
3974
Von Berge Wealth Management Group
California
$504K
AMG
3975
Asset Management Group
Connecticut
$504K