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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
SC
4051
Schubert & Co
Texas
$443K
CC
4052
Capital Counsel
New York
$442K
MA
4053
Mezzasalma Advisors
New Jersey
$442K
GCS
4054
Gordian Capital (Singapore)
Singapore
$442K
ACA
4055
Ascension Capital Advisors
Texas
$441K
Q
4056
QVR
California
$440K
CWA
4057
Cascade Wealth Advisors
Washington
$440K
BFS
4058
Baskin Financial Services
Ontario, Canada
$440K
YWM
4059
Yoder Wealth Management
California
$440K
BMM
4060
Berkshire Money Management
Massachusetts
$440K
HWM
4061
Hobbs Wealth Management
Indiana
$439K
WWM
4062
Wiser Wealth Management
Georgia
$438K
SFMG
4063
Sage Financial Management Group
Virginia
$437K
RCI
4064
RS Crum Inc
California
$437K
DW
4065
Dodds Wealth
Colorado
$437K
MAM
4066
Mainsail Asset Management
Alabama
$437K
TLFA
4067
True Link Financial Advisors
California
$436K
CWM
4068
ClientFirst Wealth Management
Arkansas
$436K
MGIA
4069
Matthew Goff Investment Advisor
Texas
$436K
NA
4070
Nottingham Advisors
New York
$435K
CC
4071
Colrain Capital
Massachusetts
$435K
HP
4072
Highlander Partners
Texas
$435K
GWM
4073
GK Wealth Management
Nevada
$435K
BWM
4074
Boyd Wealth Management
California
$434K
PFS
4075
Prospect Financial Services
New York
$434K