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JPMorgan Chase

4,670 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, 1,979 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: 4,6004,670 (+70)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,670
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
VFIC
4251
Valley Forge Investment Consultants
Pennsylvania
$337K
BPW
4252
BLVD Private Wealth
Kentucky
$337K
AWA
4253
Alaska Wealth Advisors
Alaska
$337K
LPP
4254
Life Planning Partners
Florida
$337K
CSIA
4255
Conrad Siegel Investment Advisors
Pennsylvania
$337K
STCOSD
4256
Sageworth Trust Company of South Dakota
South Dakota
$336K
WFP
4257
Wrenne Financial Planning
Kentucky
$336K
SWP
4258
Significant Wealth Partners
Illinois
$335K
MSWA
4259
Marshall & Sterling Wealth Advisors
New York
$334K
SCB
4260
Saudi Central Bank
Saudi Arabia
$333K
WFA
4261
Websterrogers Financial Advisors
South Carolina
$333K
WPWM
4262
Western Pacific Wealth Management
Illinois
$332K
FCM
4263
Family Capital Management
Michigan
$332K
RI
4264
Rinkey Investments
California
$332K
JWM
4265
JDH Wealth Management
California
$331K
HI
4266
Human Investing
Oregon
$330K
DI
4267
Disciplined Investments
Oklahoma
$329K
OCFG
4268
O'Connor Financial Group
Illinois
$329K
CIA
4269
Caerus Investment Advisors
Texas
$328K
LPFG
4270
Landing Point Financial Group
Ohio
$328K
CA
4271
Claris Advisors
Missouri
$327K
IAA
4272
Ironsides Asset Advisors
North Carolina
$327K
OWM
4273
Orgel Wealth Management
Wisconsin
$326K
LAM
4274
Lifestyle Asset Management
Texas
$324K
RL
4275
Retireful LLC
Michigan
$323K