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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
NRWA
3976
North Ridge Wealth Advisors
Oregon
$503K
BWA
3977
Bestgate Wealth Advisors
Maryland
$503K
HWMC
3978
Heritage Wealth Management (California)
California
$502K
PWM
3979
Power Wealth Management
Georgia
$502K
LFA
3980
Level Financial Advisors
New York
$501K
GA
3981
Gordian Advisors
Arizona
$501K
MAM
3982
Meeder Asset Management
Ohio
$499K
DWA
3983
Delta Wealth Advisors
Indiana
$498K
BOSSRA
3984
B.O.S.S. Retirement Advisors
Utah
$498K
BGA
3985
Battery Global Advisors
Massachusetts
$498K
DC
3986
Defender Capital
North Carolina
$495K
NPI
3987
New Perspectives Inc
Mississippi
$494K
SFS
3988
Sharp Financial Services
Pennsylvania
$493K
KL
3989
KWMG LLC
Kansas
$491K
OAJ
3990
Ogorek Anthony Joseph
New York
$491K
TA
3991
Townsend & Associates
Colorado
$491K
JGIA
3992
Jackson Grant Investment Advisers
Connecticut
$490K
AFO
3993
Allie Family Office
Florida
$490K
RLIM
3994
Red Lighthouse Investment Management
New York
$490K
GFM
3995
GF Fund Management
China
$490K
EWA
3996
Emergent Wealth Advisors
New York
$490K
IWP
3997
Innova Wealth Partners
Pennsylvania
$489K
OA
3998
Oxbow Advisors
Texas
$489K
FWP
3999
Fiduciary Wealth Partners
Massachusetts
$488K
GAMC
4000
Garner Asset Management Corp
Texas
$486K