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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
CFSG
4076
Clark Financial Services Group
Missouri
$434K
NFA
4077
Northwest Financial Advisors
Virginia
$434K
EWM
4078
Endowment Wealth Management
Wisconsin
$434K
SWM
4079
Seed Wealth Management
Illinois
$434K
KIA
4080
Kraematon Investment Advisors
Massachusetts
$433K
IPWA
4081
International Private Wealth Advisors
California
$433K
VBFP
4082
Valtinson Bruner Financial Planning
Minnesota
$432K
CFGA
4083
Cambridge Financial Group (Arizona)
Arizona
$430K
APM
4084
Advanced Portfolio Management
New York
$428K
DP
4085
DDD Partners
Washington
$428K
PFA
4086
Plotkin Financial Advisors
Maryland
$428K
JCM
4087
Jag Capital Management
Missouri
$427K
PFG
4088
Pinnacle Financial Group
Illinois
$427K
RK
4089
Rather & Kittrell
Tennessee
$427K
HPC
4090
Hobart Private Capital
North Carolina
$427K
PPH
4091
Pure Portfolios Holdings
Oregon
$426K
MFS
4092
Madrona Financial Services
Washington
$426K
NRW
4093
Nova R Wealth
Kansas
$424K
FA
4094
Freestate Advisors
Kansas
$423K
TWM
4095
Trevian Wealth Management
Massachusetts
$423K
UFA
4096
Uptown Financial Advisors
Texas
$423K
IPA
4097
Investment Planning Advisors
Georgia
$423K
LF
4098
Lighthouse Financial
Florida
$422K
PIWA
4099
Prevail Innovative Wealth Advisors
Kansas
$421K
FFC
4100
Frederick Financial Consultants
Maryland
$420K