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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
SA
4301
Skyline Advisors
Washington
$315K
VI
4302
VanderPol Investments
Michigan
$313K
DFG
4303
Demars Financial Group
Washington
$313K
NOI
4304
Newton One Investments
Delaware
$312K
STFP
4305
Signal Tree Financial Partners
Ohio
$311K
CC
4306
Capstone Capital
Nevada
$311K
AFO
4307
Arrowroot Family Office
California
$310K
EP
4308
EPIQ Partners
Minnesota
$310K
4WM
4309
4J Wealth Management
Virginia
$310K
BBNB
4310
Baker Boyer National Bank
Washington
$309K
TPCM
4311
Templeton & Phillips Capital Management
Tennessee
$309K
PA
4312
Parkside Advisors
California
$308K
SCM
4313
Sebold Capital Management
Illinois
$308K
LSC
4314
Lesa Sroufe & Co
Washington
$308K
PI
4315
Pachira Investments
California
$307K
LL
4316
LPWM LLC
Minnesota
$307K
PS
4317
Pinney & Scofield
Massachusetts
$307K
BA
4318
Bellwether Advisors
Nebraska
$306K
OWA
4319
ORBA Wealth Advisors
Illinois
$305K
CFM
4320
Comprehensive Financial Management
California
$305K
BAS
4321
Brueske Advisory Services
Washington
$305K
WOSD
4322
WFA of San Diego
California
$304K
PP
4323
PFS Partners
New Jersey
$304K
PSP
4324
Pacific Sage Partners
Washington
$304K
MCIA
4325
Mountain Capital Investment Advisors
Colorado
$303K