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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
DWM
4201
David Wealth Management
Virginia
$377K
IWS
4202
Integrity Wealth Solutions
Colorado
$377K
AWM
4203
Austin Wealth Management
Texas
$377K
CFP
4204
Curran Financial Partners
South Carolina
$375K
GWA
4205
Geometric Wealth Advisors
District of Columbia
$374K
DF
4206
Dunhill Financial
United Kingdom
$374K
SCM
4207
Sage Capital Management
New Jersey
$373K
D
4208
Dentgroup
Louisiana
$373K
KFG
4209
Kelly Financial Group
Connecticut
$373K
FWA
4210
FOCUS Wealth Advisors
Texas
$373K
CWA
4211
Continuum Wealth Advisors
New York
$372K
BBW
4212
Blue Barn Wealth
Utah
$371K
EW
4213
Enzi Wealth
Texas
$371K
AFAS
4214
Acorn Financial Advisory Services
Virginia
$371K
CA
4215
Crane Advisory
California
$370K
GWSA
4216
Global Wealth Strategies & Associates
Colorado
$370K
VWM
4217
Verus Wealth Management
Wisconsin
$370K
PSC
4218
Prentiss Smith & Co
Vermont
$368K
FWM
4219
FMB Wealth Management
California
$368K
B
4220
Bellecapital
Switzerland
$366K
RCM
4221
Richardson Capital Management
Wisconsin
$366K
LGW
4222
Leslie Global Wealth
Illinois
$365K
MLFP
4223
MPS Loria Financial Planners
Illinois
$365K
KLI
4224
Kelman-Lazarov Inc
Tennessee
$364K
AP
4225
Aspect Partners
Virginia
$364K