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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
RA
4476
RiverTree Advisors
Florida
$232K
OWCM
4477
One Wealth Capital Management
Arizona
$232K
SPA
4478
Sentinel Pension Advisors
Massachusetts
$231K
SF
4479
Schaeffer Financial
Maryland
$231K
EMB
4480
Elefante Mark B
$231K
VWM
4481
Vermillion Wealth Management
Minnesota
$230K
SWAG
4482
Spectrum Wealth Advisory Group
California
$229K
LSL
4483
Legacy Solutions LLC
Pennsylvania
$229K
OFP
4484
OFC Financial Planning
New Jersey
$228K
WCM
4485
Wellington Capital Management
Maryland
$227K
NBWM
4486
North Berkeley Wealth Management
California
$226K
PAM
4487
PVG Asset Management
Colorado
$226K
SWA
4488
Sightline Wealth Advisors
Connecticut
$226K
FFS
4489
Fortress Financial Solutions
Arizona
$226K
EWM
4490
Elite Wealth Management
Washington
$224K
TA
4491
Teramo Advisors
Florida
$224K
NA
4492
Note Advisors
New York
$224K
DJYG
4493
David J. Yvars Group
Florida
$223K
PC
4494
Promus Capital
Illinois
$222K
OC
4495
Optima Capital
Oregon
$222K
NPAN
4496
Northeast Planning Associates NH
New Hampshire
$221K
IFA
4497
Independence Financial Advisors
New Hampshire
$219K
CISOA
4498
Capital Investment Services of America
Wisconsin
$218K
CEI
4499
Clark Estates Inc
New York
$217K
WCM
4500
Wealthcare Capital Management
Virginia
$217K