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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
CISOA
4501
Capital Investment Services of America
Wisconsin
$218K
CEI
4502
Clark Estates Inc
New York
$217K
WCM
4503
Wealthcare Capital Management
Virginia
$217K
SWM
4504
SK Wealth Management
Rhode Island
$216K
RPCA
4505
Running Point Capital Advisors
California
$216K
HPA
4506
High Probability Advisors
New York
$215K
ACM
4507
Avos Capital Management
Washington
$215K
SIM
4508
Synergy Investment Management
Florida
$215K
FPTW
4509
Franklin, Parlapiano, Turner & Welch
Texas
$215K
RC
4510
Rahlfs Capital
Texas
$214K
TF
4511
TME Financial
California
$214K
WAM
4512
WFA Asset Management
Wisconsin
$213K
UW
4513
Unique Wealth
Florida
$213K
CPW
4514
Crestmont Private Wealth
Texas
$212K
OFG
4515
Opulen Financial Group
Virginia
$212K
LWM
4516
Luminvest Wealth Management
Arizona
$211K
WWA
4517
Wingate Wealth Advisors
Massachusetts
$210K
CIM
4518
Confluence Investment Management
Missouri
$210K
RW
4519
REDW Wealth
New Mexico
$210K
T
4520
Tidemark
California
$210K
MFS
4521
Miller Financial Services
Michigan
$209K
WA
4522
WPG Advisers
Maryland
$209K
GPW
4523
Gray Private Wealth
Massachusetts
$209K
SA
4524
Sage Advisors
Colorado
$209K
BFP
4525
Briaud Financial Planning
Texas
$208K