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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
MAA
4351
Mraz Amerine & Associates
California
$290K
AV
4352
Aspiring Ventures
Ohio
$289K
FPW
4353
Flagship Private Wealth
Massachusetts
$289K
MA
4354
McGrath & Associates
North Carolina
$289K
EIA
4355
Eastover Investment Advisors
North Carolina
$288K
AWM
4356
AAF Wealth Management
Massachusetts
$287K
KRW
4357
Kaufman Rossin Wealth
Florida
$286K
HWM
4358
HRC Wealth Management
Idaho
$286K
W
4359
WealthCollab
Washington
$286K
NA
4360
Novus Advisors
South Carolina
$286K
BCAM
4361
Boston Common Asset Management
Massachusetts
$285K
GJIA
4362
Glass Jacobson Investment Advisors
Maryland
$284K
DQRIM
4363
Dale Q Rice Investment Management
Washington
$284K
MSFP
4364
Mark Sheptoff Financial Planning
Connecticut
$284K
GAM
4365
GEM Asset Management
Michigan
$283K
SIM
4366
Sims Investment Management
Ohio
$283K
FFW
4367
Fusion Family Wealth
New York
$282K
BWG
4368
Balanced Wealth Group
Ohio
$282K
FSCM
4369
Front Street Capital Management
Montana
$282K
VPWA
4370
Vestia Personal Wealth Advisors
Indiana
$282K
SWM
4371
Stonebridge Wealth Management
Illinois
$282K
IWB
4372
Innovative Wealth Building
Maryland
$280K
ACM
4373
Aurdan Capital Management
Pennsylvania
$280K
BZWA
4374
Blue Zone Wealth Advisors
California
$279K
NLWP
4375
Next Level Wealth Planning
Idaho
$279K