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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
AWM
4001
Adams Wealth Management
Utah
$486K
CI
4002
CacheTech Inc
Utah
$486K
FSBI
4003
Fearless Solutions (Best Invest)
Texas
$484K
IPW
4004
IronBridge Private Wealth
Texas
$483K
LD
4005
Lipe & Dalton
New York
$483K
MQWP
4006
Morey & Quinn Wealth Partners
Nebraska
$482K
NICM
4007
Neo Ivy Capital Management
New York
$480K
EMCIP
4008
Ewing Morris & Co Investment Partners
Ontario, Canada
$480K
GCA
4009
Genesee Capital Advisors
New York
$480K
GFL
4010
Granite FO LLC
New Hampshire
$479K
MGAM
4011
McGowan Group Asset Management
Texas
$478K
MGWA
4012
Monument Group Wealth Advisors
Massachusetts
$477K
TLA
4013
Tanglewood Legacy Advisors
Texas
$477K
EMC
4014
Everest Management Corp
California
$475K
ELM
4015
Elite Life Management
Florida
$475K
AIFAIM
4016
American Institute for Advanced Investment Management
Arizona
$475K
EFG
4017
Elm3 Financial Group
Georgia
$474K
KCM
4018
Kendall Capital Management
Maryland
$474K
HP
4019
Haven Private
Florida
$473K
RAM
4020
Riggs Asset Management
Pennsylvania
$472K
IDBONY
4021
Israel Discount Bank of New York
New York
$472K
SWIA
4022
Solano Wealth Investment Advisors
California
$471K
IWN
4023
Independent Wealth Network
Iowa
$471K
VFS
4024
Valpey Financial Services
New Hampshire
$470K
BDL
4025
Banque de Luxembourg
Luxembourg
$470K