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JPMorgan Chase

4,666 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, 1,978 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: 4,5994,666 (+67)

1% more repeat investments, than reductions

Existing positions increased: 1,992 | Existing positions reduced: 1,978

9% less call options, than puts

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

Holders
4,666
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
RPCA
4501
Running Point Capital Advisors
California
$216K
HPA
4502
High Probability Advisors
New York
$215K
ACM
4503
Avos Capital Management
Washington
$215K
SIM
4504
Synergy Investment Management
Florida
$215K
FPTW
4505
Franklin, Parlapiano, Turner & Welch
Texas
$215K
RC
4506
Rahlfs Capital
Texas
$214K
TF
4507
TME Financial
California
$214K
WAM
4508
WFA Asset Management
Wisconsin
$213K
UW
4509
Unique Wealth
Florida
$213K
CPW
4510
Crestmont Private Wealth
Texas
$212K
OFG
4511
Opulen Financial Group
Virginia
$212K
LWM
4512
Luminvest Wealth Management
Arizona
$211K
WWA
4513
Wingate Wealth Advisors
Massachusetts
$210K
CIM
4514
Confluence Investment Management
Missouri
$210K
RW
4515
REDW Wealth
New Mexico
$210K
T
4516
Tidemark
California
$210K
MFS
4517
Miller Financial Services
Michigan
$209K
WA
4518
WPG Advisers
Maryland
$209K
GPW
4519
Gray Private Wealth
Massachusetts
$209K
SA
4520
Sage Advisors
Colorado
$209K
BFP
4521
Briaud Financial Planning
Texas
$208K
SB
4522
Semitam Bonam
New York
$208K
OWM
4523
Opes Wealth Management
California
$208K
RIG
4524
Renaissance Investment Group
Massachusetts
$208K
PWA
4525
PCG Wealth Advisors
Kansas
$207K