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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
HC
4426
Headland Capital
South Carolina
$261K
CIC
4427
Chase Investment Counsel
Virginia
$260K
GK
4428
Graney & King
New York
$259K
DC
4429
Dahring Cusmano
Michigan
$257K
CWM
4430
CMH Wealth Management
New Hampshire
$256K
IP
4431
Integras Partners
Georgia
$256K
CP
4432
Capital Planning
Washington
$256K
NCG
4433
Newport Capital Group
New Jersey
$256K
HA
4434
HFG Advisors
Ohio
$253K
FLP
4435
Financial Life Planners
Arizona
$252K
ES
4436
ETF Store
Kansas
$251K
PWA
4437
Principia Wealth Advisory
Texas
$251K
LFA
4438
Legend Financial Advisors
Pennsylvania
$250K
JWM
4439
JFG Wealth Management
Colorado
$250K
DK
4440
David Kennon
Florida
$250K
BWMG
4441
Barnes Wealth Management Group
California
$249K
LAM
4442
Lummis Asset Management
Texas
$249K
MCA
4443
Maryland Capital Advisors
Maryland
$248K
AI
4444
Auour Investments
Massachusetts
$248K
TCFP
4445
Treasure Coast Financial Planning
Florida
$247K
PFC
4446
Phocas Financial Corp
California
$247K
HAFS
4447
Hapanowicz & Associates Financial Services
Pennsylvania
$246K
MJP
4448
Michael J. Puzo
$246K
FA
4449
Fortis Advisors
Pennsylvania
$246K
ACM
4450
Andina Capital Management
Utah
$246K