JPM icon

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
PBF
4026
Petix & Botte Financial
California
$468K
AWC
4027
Adamsbrown Wealth Consultants
Kansas
$467K
TFP
4028
Triune Financial Partners
Kansas
$467K
RS
4029
Rakuten Securities
Japan
$467K
WQ
4030
Wealth Quarterback
New Jersey
$467K
FWM
4031
Foguth Wealth Management
Michigan
$466K
CFO
4032
Custos Family Office
Texas
$466K
MSWM
4033
Mowery & Schoenfeld Wealth Management
Illinois
$466K
PFG
4034
Putney Financial Group
California
$465K
PCA
4035
Private Capital Advisors
Connecticut
$464K
CA
4036
CWC Advisors
Oregon
$464K
AA
4037
Acorns Advisers
California
$462K
EI
4038
EDMP Inc
Florida
$461K
ACM
4039
Avalon Capital Management
California
$460K
FYW
4040
Future You Wealth
New York
$460K
MWA
4041
Muirfield Wealth Advisors
North Carolina
$460K
HGA
4042
Hobbs Group Advisors
South Carolina
$459K
SA
4043
Shilanski & Associates
Alaska
$459K
CWA
4044
Cura Wealth Advisors
Illinois
$458K
KFP
4045
Keener Financial Planning
Texas
$458K
LFASL
4046
Lugano Financial Advisors SA (LFA)
Switzerland
$457K
MSF
4047
Mustard Seed Financial
Arkansas
$457K
AWP
4048
Avid Wealth Partners
Texas
$457K
SAM
4049
Seelaus Asset Management
New Jersey
$456K
CCM
4050
Chickasaw Capital Management
Tennessee
$455K