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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
FF
4176
Foronjy Financial
California
$391K
PP
4177
PrairieView Partners
Minnesota
$391K
PWS
4178
Precision Wealth Strategies
Missouri
$391K
EC
4179
Eaton-Cambridge
Arizona
$391K
KWA
4180
Kondo Wealth Advisors
California
$390K
NQWM
4181
Northwest Quadrant Wealth Management
Oregon
$390K
HIM
4182
Harbour Investment Management
Washington
$390K
PFP
4183
Paragon Financial Partners
California
$389K
JFG
4184
JMG Financial Group
Illinois
$389K
GRA
4185
Golden Road Advisors
Florida
$389K
JPLA
4186
Joseph P. Lucia & Associates
New York
$388K
ACP
4187
Arcus Capital Partners
Georgia
$388K
CIAS
4188
CBIZ Investment Advisory Services
Ohio
$386K
CWA
4189
Clarus Wealth Advisors
Arizona
$386K
TWM
4190
Tumwater Wealth Management
Idaho
$385K
WCP
4191
Wick Capital Partners
Pennsylvania
$383K
ZRP
4192
Zynergy Retirement Planning
New Jersey
$383K
VR
4193
Valued Retirements
Texas
$382K
ST
4194
Sageworth Trust
Pennsylvania
$382K
QP
4195
Quartz Partners
New York
$381K
HC
4196
Hoese & Co
Minnesota
$380K
PTCG
4197
Pring Turner Capital Group
California
$378K
PPWM
4198
Perissos Private Wealth Management
Oklahoma
$378K
RFN
4199
Redwood Financial Network
Ohio
$377K
PCC
4200
Park Circle Company
Maryland
$377K