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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
SAM
4026
Seelaus Asset Management
New Jersey
$456K
CCM
4027
Chickasaw Capital Management
Tennessee
$455K
AL
4028
ACAS LLC
California
$454K
FP
4029
FFG Partners
Florida
$454K
PIN
4030
Prudent Investors Network
California
$453K
SWA
4031
Strata Wealth Advisors
Texas
$453K
AC
4032
AIFG Consultants
New York
$452K
EE
4033
EWG Elevate
California
$451K
FDS
4034
Freedom Day Solutions
Texas
$451K
RCM
4035
Ridgepath Capital Management
Tennessee
$451K
BLAM
4036
Bourne Lent Asset Management
New York
$449K
RWM
4037
RMG Wealth Management
Wisconsin
$449K
SFG
4038
Sterling Financial Group
California
$448K
BWP
4039
BlueStem Wealth Partners
Minnesota
$447K
IWM
4040
IMG Wealth Management
Florida
$447K
LFS
4041
Lutz Financial Services
Nebraska
$447K
CFS
4042
Cannon Financial Strategists
Georgia
$447K
MCM
4043
MontVue Capital Management
Virginia
$447K
AFS
4044
Axiom Financial Strategies
Indiana
$446K
VIM
4045
VELA Investment Management
Ohio
$446K
AWA
4046
AmeriServ Wealth Advisors
Pennsylvania
$446K
MPPW
4047
Mitchell & Pahl Private Wealth
Oklahoma
$445K
SSG
4048
Summit Securities Group
New York
$445K
FEM
4049
Fulcrum Equity Management
Texas
$444K
C
4050
Covestor
United Kingdom
$443K