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