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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
RPA
4401
Rock Point Advisors
Vermont
$268K
MFG
4402
Midwest Financial Group
Kansas
$268K
PWM
4403
PMG Wealth Management
Illinois
$268K
SCA
4404
Sander Capital Advisors
Washington
$268K
AAS
4405
AdviceOne Advisory Services
Connecticut
$268K
EWA
4406
Elevate Wealth Advisory
Georgia
$267K
FS
4407
Ferguson Shapiro
Georgia
$267K
FI
4408
FWG Investments
Kentucky
$267K
CMMS
4409
Comprehensive Money Management Services
Florida
$266K
WIP
4410
WealthCare Investment Partners
Rhode Island
$266K
CQWA
4411
Chokshi & Queen Wealth Advisors
California
$265K
Q1WB
4412
Quest 10 Wealth Builders
Virginia
$265K
AAM
4413
Ameraudi Asset Management
New York
$264K
RIM
4414
Reliant Investment Management
Tennessee
$264K
HCRE
4415
Hoya Capital Real Estate
Connecticut
$264K
AC
4416
Attessa Capital
Arizona
$264K
RWS
4417
Rochester Wealth Strategies
Michigan
$264K
BFS
4418
Beacon Financial Strategies
North Carolina
$263K
AFG
4419
Altiora Financial Group
Ohio
$263K
HSWS
4420
Higgins & Schmidt Wealth Strategies
Colorado
$263K
GCM
4421
Gator Capital Management
Florida
$262K
GC
4422
GFG Capital
Florida
$261K
VC
4423
Vestor Capital
Illinois
$261K
TCOK
4424
Trust Company of Kansas
Kansas
$261K
GBA
4425
Garrison Bradford & Associates
New York
$261K