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JPMorgan Chase

4,667 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, 1,992 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: 4,6004,667 (+67)

1% more repeat investments, than reductions

Existing positions increased: 1,992 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,667
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
BWA
4451
BCU Wealth Advisors
Illinois
$241K
FWM
4452
Fonville Wealth Management
Virginia
$241K
SWA
4453
ShankerValleau Wealth Advisors
Illinois
$241K
CCMIC
4454
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$241K
ACM
4455
Alamar Capital Management
California
$241K
BF
4456
Bonfire Financial
Colorado
$240K
MFA
4457
Millington Financial Advisors
Illinois
$240K
JWM
4458
Jacksonville Wealth Management
Florida
$240K
CDWM
4459
Campbell Deegan Wealth Management
Virginia
$239K
MAMG
4460
Milestone Asset Management Group
Connecticut
$239K
SP
4461
Sequent Planning
Nebraska
$238K
LFS
4462
Littlejohn Financial Services
Oregon
$238K
FA
4463
Financial Avengers
California
$237K
FCMC
4464
Founders Capital Management (Connecticut)
Connecticut
$237K
NHFG
4465
New Harbor Financial Group
Massachusetts
$236K
BFG
4466
Baron Financial Group
New Jersey
$236K
AWA
4467
Archvest Wealth Advisors
California
$235K
BWM
4468
Brickley Wealth Management
California
$235K
EI
4469
eCIO Inc
Wisconsin
$235K
CAM
4470
Cobblestone Asset Management
Virginia
$233K
SWM
4471
Schwallier Wealth Management
Michigan
$233K
PPW
4472
PACK Private Wealth
Minnesota
$233K
TCM
4473
Tran Capital Management
California
$232K
CCA
4474
Corps Capital Advisors
Texas
$232K
1NWS
4475
1 North Wealth Services
Maryland
$232K