JPM icon

JPMorgan Chase

4,696 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,004 increasing their positions, 1,989 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 funds holding

Funds holding:

1.28% more ownership

Funds ownership: 70.82%72.1% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,004 | Existing positions reduced: 1,989

9% less call options, than puts

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

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
TCM
4501
Tran Capital Management
California
$232K
CCA
4502
Corps Capital Advisors
Texas
$232K
1NWS
4503
1 North Wealth Services
Maryland
$232K
RA
4504
RiverTree Advisors
Florida
$232K
OWCM
4505
One Wealth Capital Management
Arizona
$232K
SPA
4506
Sentinel Pension Advisors
Massachusetts
$231K
SF
4507
Schaeffer Financial
Maryland
$231K
EMB
4508
Elefante Mark B
$231K
VWM
4509
Vermillion Wealth Management
Minnesota
$230K
SWAG
4510
Spectrum Wealth Advisory Group
California
$229K
LSL
4511
Legacy Solutions LLC
Pennsylvania
$229K
OFP
4512
OFC Financial Planning
New Jersey
$228K
WCM
4513
Wellington Capital Management
Maryland
$227K
NBWM
4514
North Berkeley Wealth Management
California
$226K
PAM
4515
PVG Asset Management
Colorado
$226K
SWA
4516
Sightline Wealth Advisors
Connecticut
$226K
FFS
4517
Fortress Financial Solutions
Arizona
$226K
EWM
4518
Elite Wealth Management
Washington
$224K
TA
4519
Teramo Advisors
Florida
$224K
NA
4520
Note Advisors
New York
$224K
DJYG
4521
David J. Yvars Group
Florida
$223K
PC
4522
Promus Capital
Illinois
$222K
OC
4523
Optima Capital
Oregon
$222K
NPAN
4524
Northeast Planning Associates NH
New Hampshire
$221K
IFA
4525
Independence Financial Advisors
New Hampshire
$219K