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JPMorgan Chase

4,696 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,004 increasing their positions, 1,989 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 funds holding

Funds holding:

1.28% more ownership

Funds ownership: 70.82%72.1% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,004 | Existing positions reduced: 1,989

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
4401
Equita Financial Network
Pennsylvania
$279K
AFGAS
4402
Allegiance Financial Group Advisory Services
Virginia
$278K
PWA
4403
Prairie Wealth Advisors
Nebraska
$278K
MIM
4404
Macroview Investment Management
Maryland
$278K
AC
4405
Avant Capital
Louisiana
$277K
CMP
4406
Coston McIsaac & Partners
Maine
$277K
TF
4407
Theory Financial
Colorado
$277K
TCCM
4408
Timber Creek Capital Management
Massachusetts
$277K
DWM
4409
Daner Wealth Management
Georgia
$277K
CCM
4410
Check Capital Management
California
$276K
LAS
4411
Lloyd Advisory Services
Georgia
$276K
CI
4412
Carroll Investors
South Carolina
$276K
NFW
4413
Noble Family Wealth
Florida
$275K
MWM
4414
Magnolia Wealth Management
Alabama
$275K
SFG
4415
Synergy Financial Group
California
$274K
AAM
4416
Austin Asset Management
Texas
$274K
CCM
4417
Cloud Capital Management
Washington
$273K
UI
4418
Unconventional Investor
New Hampshire
$273K
WWA
4419
Wealth Watch Advisors
Colorado
$272K
CWP
4420
Corepath Wealth Partners
Arizona
$272K
TIA
4421
Tandem Investment Advisors
South Carolina
$271K
VF
4422
Vawter Financial
Ohio
$270K
SAM
4423
Synergy Asset Management
Washington
$270K
RWM
4424
Rialto Wealth Management
New York
$269K
SCP
4425
Stevens Capital Partners
Nebraska
$269K