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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
GK
4426
Graney & King
New York
$259K
DC
4427
Dahring Cusmano
Michigan
$257K
CWM
4428
CMH Wealth Management
New Hampshire
$256K
IP
4429
Integras Partners
Georgia
$256K
CP
4430
Capital Planning
Washington
$256K
NCG
4431
Newport Capital Group
New Jersey
$256K
HA
4432
HFG Advisors
Ohio
$253K
FLP
4433
Financial Life Planners
Arizona
$252K
ES
4434
ETF Store
Kansas
$251K
PWA
4435
Principia Wealth Advisory
Texas
$251K
LFA
4436
Legend Financial Advisors
Pennsylvania
$250K
JWM
4437
JFG Wealth Management
Colorado
$250K
DK
4438
David Kennon
Florida
$250K
BWMG
4439
Barnes Wealth Management Group
California
$249K
LAM
4440
Lummis Asset Management
Texas
$249K
MCA
4441
Maryland Capital Advisors
Maryland
$248K
AI
4442
Auour Investments
Massachusetts
$248K
TCFP
4443
Treasure Coast Financial Planning
Florida
$247K
PFC
4444
Phocas Financial Corp
California
$247K
HAFS
4445
Hapanowicz & Associates Financial Services
Pennsylvania
$246K
MJP
4446
Michael J. Puzo
$246K
FA
4447
Fortis Advisors
Pennsylvania
$246K
ACM
4448
Andina Capital Management
Utah
$246K
NJBEST
4449
New Jersey Better Educational Savings Trust
New Jersey
$246K
BCWM
4450
Ball & Co Wealth Management
Tennessee
$243K