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