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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
EFN
4376
Equita Financial Network
Pennsylvania
$279K
AFGAS
4377
Allegiance Financial Group Advisory Services
Virginia
$278K
PWA
4378
Prairie Wealth Advisors
Nebraska
$278K
MIM
4379
Macroview Investment Management
Maryland
$278K
AC
4380
Avant Capital
Louisiana
$277K
CMP
4381
Coston McIsaac & Partners
Maine
$277K
TF
4382
Theory Financial
Colorado
$277K
TCCM
4383
Timber Creek Capital Management
Massachusetts
$277K
DWM
4384
Daner Wealth Management
Georgia
$277K
CCM
4385
Check Capital Management
California
$276K
LAS
4386
Lloyd Advisory Services
Georgia
$276K
CI
4387
Carroll Investors
South Carolina
$276K
NFW
4388
Noble Family Wealth
Florida
$275K
SFG
4389
Synergy Financial Group
California
$274K
AAM
4390
Austin Asset Management
Texas
$274K
CCM
4391
Cloud Capital Management
Washington
$273K
UI
4392
Unconventional Investor
New Hampshire
$273K
WWA
4393
Wealth Watch Advisors
Colorado
$272K
CWP
4394
Corepath Wealth Partners
Arizona
$272K
TIA
4395
Tandem Investment Advisors
South Carolina
$271K
VF
4396
Vawter Financial
Ohio
$270K
SAM
4397
Synergy Asset Management
Washington
$270K
RWM
4398
Rialto Wealth Management
New York
$269K
SCP
4399
Stevens Capital Partners
Nebraska
$269K
RPA
4400
Rock Point Advisors
Vermont
$268K