JPM icon

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
MFG
4401
Midwest Financial Group
Kansas
$268K
PWM
4402
PMG Wealth Management
Illinois
$268K
SCA
4403
Sander Capital Advisors
Washington
$268K
AAS
4404
AdviceOne Advisory Services
Connecticut
$268K
EWA
4405
Elevate Wealth Advisory
Georgia
$267K
FS
4406
Ferguson Shapiro
Georgia
$267K
FI
4407
FWG Investments
Kentucky
$267K
CMMS
4408
Comprehensive Money Management Services
Florida
$266K
WIP
4409
WealthCare Investment Partners
Rhode Island
$266K
CQWA
4410
Chokshi & Queen Wealth Advisors
California
$265K
AAM
4411
Ameraudi Asset Management
New York
$264K
RIM
4412
Reliant Investment Management
Tennessee
$264K
HCRE
4413
Hoya Capital Real Estate
Connecticut
$264K
AC
4414
Attessa Capital
Arizona
$264K
RWS
4415
Rochester Wealth Strategies
Michigan
$264K
BFS
4416
Beacon Financial Strategies
North Carolina
$263K
AFG
4417
Altiora Financial Group
Ohio
$263K
HSWS
4418
Higgins & Schmidt Wealth Strategies
Colorado
$263K
GCM
4419
Gator Capital Management
Florida
$262K
GC
4420
GFG Capital
Florida
$261K
VC
4421
Vestor Capital
Illinois
$261K
TCOK
4422
Trust Company of Kansas
Kansas
$261K
GBA
4423
Garrison Bradford & Associates
New York
$261K
HC
4424
Headland Capital
South Carolina
$261K
CIC
4425
Chase Investment Counsel
Virginia
$260K