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