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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
MA
4076
Mezzasalma Advisors
New Jersey
$442K
GCS
4077
Gordian Capital (Singapore)
Singapore
$442K
ACA
4078
Ascension Capital Advisors
Texas
$441K
Q
4079
QVR
California
$440K
CWA
4080
Cascade Wealth Advisors
Washington
$440K
BFS
4081
Baskin Financial Services
Ontario, Canada
$440K
YWM
4082
Yoder Wealth Management
California
$440K
BMM
4083
Berkshire Money Management
Massachusetts
$440K
HWM
4084
Hobbs Wealth Management
Indiana
$439K
WWM
4085
Wiser Wealth Management
Georgia
$438K
SFMG
4086
Sage Financial Management Group
Virginia
$437K
RCI
4087
RS Crum Inc
California
$437K
DW
4088
Dodds Wealth
Colorado
$437K
MAM
4089
Mainsail Asset Management
Alabama
$437K
TLFA
4090
True Link Financial Advisors
California
$436K
CWM
4091
ClientFirst Wealth Management
Arkansas
$436K
MGIA
4092
Matthew Goff Investment Advisor
Texas
$436K
NA
4093
Nottingham Advisors
New York
$435K
CC
4094
Colrain Capital
Massachusetts
$435K
HP
4095
Highlander Partners
Texas
$435K
GWM
4096
GK Wealth Management
Nevada
$435K
BWM
4097
Boyd Wealth Management
California
$434K
PFS
4098
Prospect Financial Services
New York
$434K
CFSG
4099
Clark Financial Services Group
Missouri
$434K
NFA
4100
Northwest Financial Advisors
Virginia
$434K