JPM icon

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
BPW
4251
BLVD Private Wealth
Kentucky
$337K
AWA
4252
Alaska Wealth Advisors
Alaska
$337K
LPP
4253
Life Planning Partners
Florida
$337K
CSIA
4254
Conrad Siegel Investment Advisors
Pennsylvania
$337K
STCOSD
4255
Sageworth Trust Company of South Dakota
South Dakota
$336K
WFP
4256
Wrenne Financial Planning
Kentucky
$336K
SWP
4257
Significant Wealth Partners
Illinois
$335K
MSWA
4258
Marshall & Sterling Wealth Advisors
New York
$334K
SCB
4259
Saudi Central Bank
Saudi Arabia
$333K
WFA
4260
Websterrogers Financial Advisors
South Carolina
$333K
WPWM
4261
Western Pacific Wealth Management
Illinois
$332K
FCM
4262
Family Capital Management
Michigan
$332K
RI
4263
Rinkey Investments
California
$332K
JWM
4264
JDH Wealth Management
California
$331K
HI
4265
Human Investing
Oregon
$330K
DI
4266
Disciplined Investments
Oklahoma
$329K
OCFG
4267
O'Connor Financial Group
Illinois
$329K
CIA
4268
Caerus Investment Advisors
Texas
$328K
LPFG
4269
Landing Point Financial Group
Ohio
$328K
CA
4270
Claris Advisors
Missouri
$327K
IAA
4271
Ironsides Asset Advisors
North Carolina
$327K
OWM
4272
Orgel Wealth Management
Wisconsin
$326K
LAM
4273
Lifestyle Asset Management
Texas
$324K
RL
4274
Retireful LLC
Michigan
$323K
AAM
4275
Auxier Asset Management
Oregon
$323K