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