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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
VFS
4001
Valpey Financial Services
New Hampshire
$470K
BDL
4002
Banque de Luxembourg
Luxembourg
$470K
PBF
4003
Petix & Botte Financial
California
$468K
AWC
4004
Adamsbrown Wealth Consultants
Kansas
$467K
TFP
4005
Triune Financial Partners
Kansas
$467K
RS
4006
Rakuten Securities
Japan
$467K
WQ
4007
Wealth Quarterback
New Jersey
$467K
FWM
4008
Foguth Wealth Management
Michigan
$466K
CFO
4009
Custos Family Office
Texas
$466K
MSWM
4010
Mowery & Schoenfeld Wealth Management
Illinois
$466K
PFG
4011
Putney Financial Group
California
$465K
PCA
4012
Private Capital Advisors
Connecticut
$464K
CA
4013
CWC Advisors
Oregon
$464K
AA
4014
Acorns Advisers
California
$462K
EI
4015
EDMP Inc
Florida
$461K
ACM
4016
Avalon Capital Management
California
$460K
FYW
4017
Future You Wealth
New York
$460K
MWA
4018
Muirfield Wealth Advisors
North Carolina
$460K
HGA
4019
Hobbs Group Advisors
South Carolina
$459K
SA
4020
Shilanski & Associates
Alaska
$459K
CWA
4021
Cura Wealth Advisors
Illinois
$458K
KFP
4022
Keener Financial Planning
Texas
$458K
LFASL
4023
Lugano Financial Advisors SA (LFA)
Switzerland
$457K
MSF
4024
Mustard Seed Financial
Arkansas
$457K
AWP
4025
Avid Wealth Partners
Texas
$457K