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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
MAV
4526
Mason & Associates (Virginia)
Virginia
$207K
AWP
4527
Accretive Wealth Partners
New Jersey
$207K
BHWM
4528
Bay Harbor Wealth Management
Maryland
$207K
SFA
4529
Seneca Financial Advisors
New York
$207K
NWM
4530
Navigoe Wealth Management
California
$206K
EPAM
4531
Evelyn Partners Asset Management
$206K
CWA
4532
Cornerstone Wealth Advisors
Minnesota
$205K
PCM
4533
Penserra Capital Management
California
$205K
SA
4534
SRN Advisors
Pennsylvania
$204K
SCA
4535
Stuart Chaussee & Associates
California
$204K
TCM
4536
Traub Capital Management
Massachusetts
$204K
PFA
4537
Pettinga Financial Advisors
Indiana
$204K
MFF
4538
Michels Family Financial
Texas
$203K
VFG
4539
V2 Financial group
Illinois
$203K
FAM
4540
Forte Asset Management
New York
$203K
PD
4541
Planning Directions
Pennsylvania
$202K
MG
4542
Marex Group
$202K
PF
4543
Penney Financial
Texas
$202K
PFA
4544
Peak Financial Advisors
Colorado
$201K
CCM
4545
Colorado Capital Management
Colorado
$201K
AAMC
4546
Asset Allocation & Management Company
Illinois
$201K
GVCM
4547
Global View Capital Management
Wisconsin
$201K
BWG
4548
Beta Wealth Group
California
$201K
VWA
4549
Valued Wealth Advisors
Utah
$197K
WCM
4550
WealthTrak Capital Management
Virginia
$193K