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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
DFP
4151
Defined Financial Planning
California
$407K
BWG
4152
Boomfish Wealth Group
Georgia
$406K
WCM
4153
Warburton Capital Management
Oklahoma
$406K
SIM
4154
Sterling Investment Management
Arizona
$405K
CCM
4155
Chiron Capital Management
Florida
$405K
BDPWM
4156
Barnes Dennig Private Wealth Management
Ohio
$405K
MPW
4157
MGO Private Wealth
California
$404K
CCC
4158
Chelsea Counsel Company
California
$404K
NCMW
4159
Northern Capital Management (Washington)
Washington
$403K
MAM
4160
Marotta Asset Management
Virginia
$403K
IW
4161
Instrumental Wealth
Florida
$403K
SA
4162
Sicart Associates
New York
$402K
CWMGP
4163
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$401K
DWS
4164
Dynamic Wealth Strategies
California
$399K
AWM
4165
Avondale Wealth Management
Texas
$399K
EW
4166
Entruity Wealth
California
$397K
AWMG
4167
ADG Wealth Management Group
Louisiana
$397K
OPWM
4168
Oregon Pacific Wealth Management
Oregon
$396K
ORI
4169
Oak Ridge Investments
Illinois
$396K
LA
4170
Lakeside Advisors
Washington
$396K
GC
4171
Gibson Capital
Pennsylvania
$394K
WA
4172
Whipplewood Advisors
Colorado
$393K
HA
4173
Hanover Advisors
South Carolina
$393K
SBCM
4174
Silverberg Bernstein Capital Management
New York
$393K
JRFS
4175
James Reed Financial Services
Ohio
$392K