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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
AWM
4101
Able Wealth Management
New Jersey
$418K
MIM
4102
Marshall Investment Management
Colorado
$418K
CFP
4103
Cypress Financial Planning
New Jersey
$417K
HWMT
4104
Heritage Wealth Management (Texas)
Texas
$416K
APWM
4105
Argonautica Private Wealth Management
Massachusetts
$416K
TW
4106
Towerpoint Wealth
California
$416K
FC
4107
Farringdon Capital
United Kingdom
$416K
LOIP
4108
Live Oak Investment Partners
Texas
$416K
PWM
4109
Penobscot Wealth Management
Maine
$415K
PVAMC
4110
PPS&V Asset Management Consultants
Michigan
$415K
FA
4111
Fermata Advisors
California
$414K
CCG
4112
Capital CS Group
California
$414K
YCG
4113
Yeomans Consulting Group
Georgia
$414K
NEPPG
4114
New England Professional Planning Group
Rhode Island
$414K
VPF
4115
Vantage Point Financial
Illinois
$414K
HIS
4116
Horizon Investment Services
Indiana
$414K
SWP
4117
ShoreHaven Wealth Partners
New Jersey
$413K
TCM
4118
Triumph Capital Management
Colorado
$413K
2L
4119
25 LLC
Missouri
$411K
JCM
4120
J2 Capital Management
Michigan
$410K
IFA
4121
Index Fund Advisors
California
$410K
FAM
4122
Flaharty Asset Management
Florida
$410K
AL
4123
ADE LLC
Maryland
$410K
RWM
4124
Ruedi Wealth Management
Illinois
$408K
LC
4125
Lavaca Capital
Texas
$408K