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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
SL
4326
SFM LLC
New Hampshire
$303K
CCA
4327
Conservest Capital Advisors
Pennsylvania
$303K
SHIM
4328
Stone House Investment Management
Pennsylvania
$303K
AWM
4329
Act Wealth Management
Texas
$302K
LKIM
4330
Lawson Kroeker Investment Management
Nebraska
$302K
LAMC
4331
Longview Asset Management (California)
California
$302K
DA
4332
Dash Acquisitions
California
$301K
SPAS
4333
Spectrum Planning & Advisory Services
California
$299K
PFA
4334
Petra Financial Advisors
Colorado
$298K
ARG
4335
Advisory Resource Group
Oklahoma
$297K
AW
4336
Avion Wealth
Texas
$297K
AC
4337
Annandale Capital
Texas
$297K
TCM
4338
Tradewinds Capital Management
Washington
$297K
W
4339
WorthPointe
California
$295K
DKCM
4340
Davidson Kahn Capital Management
California
$295K
CCAL
4341
City Center Advisors LLC
Michigan
$294K
MA
4342
MAS Advisors
Florida
$294K
FGG
4343
Financial Guidance Group
Florida
$293K
SWM
4344
StoneCrest Wealth Management
Arizona
$293K
SMF
4345
Sterling Manor Financial
New York
$293K
KA
4346
Kure Advisory
Minnesota
$292K
SF
4347
SWP Financial
California
$292K
GC
4348
Gruss & Co
Florida
$290K
CA
4349
Cumberland Advisors
Florida
$290K
BT
4350
Brandywine Trust
Delaware
$290K