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JPMorgan Chase

4,668 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, 1,993 increasing their positions, 1,979 reducing their positions, and 104 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:

1% more funds holding

Funds holding: 4,6004,668 (+68)

1% more repeat investments, than reductions

Existing positions increased: 1,993 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,668
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
AP
4201
Aspect Partners
Virginia
$364K
CPA
4202
Cathy Pareto & Associates
Florida
$364K
VMMC
4203
V.M. Manning & Co
South Carolina
$363K
FSWA
4204
Financial Synergies Wealth Advisors
Texas
$363K
SCM
4205
Saxony Capital Management
Missouri
$363K
VAM
4206
Verity Asset Management
North Carolina
$362K
BA
4207
Ballew Advisors
Mississippi
$361K
GCM
4208
G2 Capital Management
Ohio
$361K
GFP
4209
Guardian Financial Partners
California
$360K
PIA
4210
Panoramic Investment Advisors
Colorado
$360K
PRRFG
4211
Paul R. Ried Financial Group
Washington
$359K
CWM
4212
CarsonAllaria Wealth Management
Illinois
$359K
GFG
4213
Grantvest Financial Group
New Jersey
$359K
WI
4214
Westbourne Investments
Virginia
$358K
EP
4215
Essential Planning
New Hampshire
$356K
PCMK
4216
Paragon Capital Management (Kansas)
Kansas
$355K
FFP
4217
Freedom Financial Partners
Minnesota
$354K
LAM
4218
Lountzis Asset Management
Pennsylvania
$353K
MFGP
4219
Marshall Financial Group (Pennsylvania)
Pennsylvania
$352K
HFS
4220
Hoge Financial Services
Pennsylvania
$352K
FCC
4221
Flower City Capital
New York
$351K
WMN
4222
Wealth Management Nebraska
Nebraska
$351K
TC
4223
TradeLink Capital
Illinois
$348K
ODA
4224
One Degree Advisors
California
$348K
QWM
4225
Quaker Wealth Management
New Jersey
$348K