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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
W
4226
WPWealth
Texas
$347K
TFG
4227
Tilson Financial Group
New Jersey
$346K
FWSM
4228
First Wilshire Securities Management
California
$346K
HFF
4229
Halter Ferguson Financial
Indiana
$346K
WN
4230
Williams & Novak
California
$346K
OBWP
4231
O'Brien Wealth Partners
Massachusetts
$346K
RRWA
4232
Rainey & Randall Wealth Advisors
Florida
$346K
CWMA
4233
Capstone Wealth Management (Alabama)
Alabama
$345K
TPF
4234
Tribridge Partners Financial
Maryland
$345K
CCM
4235
Cutler Capital Management
Massachusetts
$344K
QCIG
4236
Quad-Cities Investment Group
Iowa
$343K
HSWM
4237
Hubbell Strickland Wealth Management
Louisiana
$343K
BFA
4238
Brown Financial Advisory
Alabama
$343K
PC
4239
Prairiewood Capital
North Dakota
$342K
FAC
4240
Financial Advisory Corporation
Michigan
$341K
LSWP
4241
Liberty Square Wealth Partners
Pennsylvania
$341K
IWP
4242
IAG Wealth Partners
Wisconsin
$341K
BIM
4243
Bullseye Investment Management
Ohio
$341K
CPA
4244
Clear Point Advisors
New York
$340K
CMS
4245
Capital Market Strategies
Florida
$339K
SAM
4246
Satovsky Asset Management
New York
$339K
CWM
4247
Concentrum Wealth Management
California
$339K
AAS
4248
Asset Allocation Strategies
Michigan
$338K
CWMS
4249
Cannon Wealth Management Services
North Carolina
$338K
VFIC
4250
Valley Forge Investment Consultants
Pennsylvania
$337K