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JPMorgan Chase

4,669 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: 4,6004,669 (+69)

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
4,669
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
DFP
4126
Defined Financial Planning
California
$407K
BWG
4127
Boomfish Wealth Group
Georgia
$406K
WCM
4128
Warburton Capital Management
Oklahoma
$406K
CCM
4129
Chiron Capital Management
Florida
$405K
SIM
4130
Sterling Investment Management
Arizona
$405K
BDPWM
4131
Barnes Dennig Private Wealth Management
Ohio
$405K
MPW
4132
MGO Private Wealth
California
$404K
CCC
4133
Chelsea Counsel Company
California
$404K
NCMW
4134
Northern Capital Management (Washington)
Washington
$403K
MAM
4135
Marotta Asset Management
Virginia
$403K
IW
4136
Instrumental Wealth
Florida
$403K
SA
4137
Sicart Associates
New York
$402K
CWMGP
4138
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$401K
DWS
4139
Dynamic Wealth Strategies
California
$399K
AWM
4140
Avondale Wealth Management
Texas
$399K
EW
4141
Entruity Wealth
California
$397K
AWMG
4142
ADG Wealth Management Group
Louisiana
$397K
OPWM
4143
Oregon Pacific Wealth Management
Oregon
$396K
ORI
4144
Oak Ridge Investments
Illinois
$396K
LA
4145
Lakeside Advisors
Washington
$396K
GC
4146
Gibson Capital
Pennsylvania
$394K
WA
4147
Whipplewood Advisors
Colorado
$393K
HA
4148
Hanover Advisors
South Carolina
$393K
SBCM
4149
Silverberg Bernstein Capital Management
New York
$393K
JRFS
4150
James Reed Financial Services
Ohio
$392K