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JPMorgan Chase

4,671 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, 1,980 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: 4,6004,671 (+71)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,980

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
937
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
JRFS
4151
James Reed Financial Services
Ohio
$392K
FF
4152
Foronjy Financial
California
$391K
PP
4153
PrairieView Partners
Minnesota
$391K
PWS
4154
Precision Wealth Strategies
Missouri
$391K
EC
4155
Eaton-Cambridge
Arizona
$391K
KWA
4156
Kondo Wealth Advisors
California
$390K
NQWM
4157
Northwest Quadrant Wealth Management
Oregon
$390K
HIM
4158
Harbour Investment Management
Washington
$390K
PFP
4159
Paragon Financial Partners
California
$389K
JFG
4160
JMG Financial Group
Illinois
$389K
GRA
4161
Golden Road Advisors
Florida
$389K
BI
4162
Ballast Inc
Kentucky
$388K
JPLA
4163
Joseph P. Lucia & Associates
New York
$388K
ACP
4164
Arcus Capital Partners
Georgia
$388K
CIAS
4165
CBIZ Investment Advisory Services
Ohio
$386K
CWA
4166
Clarus Wealth Advisors
Arizona
$386K
TWM
4167
Tumwater Wealth Management
Idaho
$385K
WCP
4168
Wick Capital Partners
Pennsylvania
$383K
ZRP
4169
Zynergy Retirement Planning
New Jersey
$383K
VR
4170
Valued Retirements
Texas
$382K
ST
4171
Sageworth Trust
Pennsylvania
$382K
QP
4172
Quartz Partners
New York
$381K
HC
4173
Hoese & Co
Minnesota
$380K
PTCG
4174
Pring Turner Capital Group
California
$378K
PPWM
4175
Perissos Private Wealth Management
Oklahoma
$378K