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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
PCC
4176
Park Circle Company
Maryland
$377K
DWM
4177
David Wealth Management
Virginia
$377K
IWS
4178
Integrity Wealth Solutions
Colorado
$377K
AWM
4179
Austin Wealth Management
Texas
$377K
CFP
4180
Curran Financial Partners
South Carolina
$375K
GWA
4181
Geometric Wealth Advisors
District of Columbia
$374K
DF
4182
Dunhill Financial
United Kingdom
$374K
SCM
4183
Sage Capital Management
New Jersey
$373K
D
4184
Dentgroup
Louisiana
$373K
KFG
4185
Kelly Financial Group
Connecticut
$373K
FWA
4186
FOCUS Wealth Advisors
Texas
$373K
CWA
4187
Continuum Wealth Advisors
New York
$372K
BBW
4188
Blue Barn Wealth
Utah
$371K
EW
4189
Enzi Wealth
Texas
$371K
AFAS
4190
Acorn Financial Advisory Services
Virginia
$371K
CA
4191
Crane Advisory
California
$370K
GWSA
4192
Global Wealth Strategies & Associates
Colorado
$370K
VWM
4193
Verus Wealth Management
Wisconsin
$370K
PSC
4194
Prentiss Smith & Co
Vermont
$368K
FWM
4195
FMB Wealth Management
California
$368K
B
4196
Bellecapital
Switzerland
$366K
RCM
4197
Richardson Capital Management
Wisconsin
$366K
LGW
4198
Leslie Global Wealth
Illinois
$365K
MLFP
4199
MPS Loria Financial Planners
Illinois
$365K
KLI
4200
Kelman-Lazarov Inc
Tennessee
$364K