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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
UWM
4276
USAdvisors Wealth Management
Minnesota
$323K
SCM
4277
Stonehearth Capital Management
Massachusetts
$323K
JSA
4278
Jim Saulnier & Associates
Colorado
$323K
HWA
4279
Hilltop Wealth Advisors
North Carolina
$322K
AFS
4280
AFG Fiduciary Services
Massachusetts
$322K
Eagle Capital Management (New York)
4281
Eagle Capital Management (New York)
New York
$322K
NA
4282
Nautilus Advisors
California
$321K
WF
4283
Warner Financial
Maryland
$321K
AWP
4284
Astra Wealth Partners
New Jersey
$321K
UOTTAIMCU
4285
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$320K
AA
4286
ACT Advisors
North Carolina
$320K
TFA
4287
TPG Financial Advisors
Oregon
$319K
ECAM
4288
East Coast Asset Management
Massachusetts
$319K
ZAM
4289
Zevin Asset Management
Massachusetts
$318K
MPM
4290
MBB Public Markets
Illinois
$318K
WH
4291
Whitcomb & Hess
Ohio
$317K
TCM
4292
TD Capital Management
Tennessee
$317K
MPW
4293
MA Private Wealth
California
$317K
SFM
4294
Stack Financial Management
Montana
$316K
PWM
4295
Parkshore Wealth Management
California
$316K
MFA
4296
McClarren Financial Advisors
Pennsylvania
$316K
IHWM
4297
Iron Horse Wealth Management
Iowa
$316K
NERM
4298
New England Research & Management
Illinois
$316K
RH
4299
RFG Holdings
Texas
$316K
LWA
4300
LifeGoal Wealth Advisors
New York
$315K