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
EWM
4101
Endowment Wealth Management
Wisconsin
$434K
SWM
4102
Seed Wealth Management
Illinois
$434K
KIA
4103
Kraematon Investment Advisors
Massachusetts
$433K
IPWA
4104
International Private Wealth Advisors
California
$433K
VBFP
4105
Valtinson Bruner Financial Planning
Minnesota
$432K
CFGA
4106
Cambridge Financial Group (Arizona)
Arizona
$430K
APM
4107
Advanced Portfolio Management
New York
$428K
DP
4108
DDD Partners
Washington
$428K
PFA
4109
Plotkin Financial Advisors
Maryland
$428K
JCM
4110
Jag Capital Management
Missouri
$427K
PFG
4111
Pinnacle Financial Group
Illinois
$427K
RK
4112
Rather & Kittrell
Tennessee
$427K
HPC
4113
Hobart Private Capital
North Carolina
$427K
PPH
4114
Pure Portfolios Holdings
Oregon
$426K
MFS
4115
Madrona Financial Services
Washington
$426K
NRW
4116
Nova R Wealth
Kansas
$424K
FA
4117
Freestate Advisors
Kansas
$423K
TWM
4118
Trevian Wealth Management
Massachusetts
$423K
UFA
4119
Uptown Financial Advisors
Texas
$423K
IPA
4120
Investment Planning Advisors
Georgia
$423K
LF
4121
Lighthouse Financial
Florida
$422K
PIWA
4122
Prevail Innovative Wealth Advisors
Kansas
$421K
FFC
4123
Frederick Financial Consultants
Maryland
$420K
AWM
4124
Able Wealth Management
New Jersey
$418K
MIM
4125
Marshall Investment Management
Colorado
$418K