JPM icon

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
GVCM
4551
Global View Capital Management
Wisconsin
$201K
BWG
4552
Beta Wealth Group
California
$201K
VWA
4553
Valued Wealth Advisors
Utah
$197K
WCM
4554
WealthTrak Capital Management
Virginia
$193K
BCM
4555
Basso Capital Management
Connecticut
$190K
EA
4556
Evolution Advisers
Virginia
$188K
DF
4557
DecisionPoint Financial
Arizona
$184K
SRCM
4558
Signature Resources Capital Management
California
$183K
MFG
4559
Mendota Financial Group
Wisconsin
$183K
CCMI
4560
Creative Capital Management Investments
California
$177K
CW
4561
Cooksen Wealth
Texas
$176K
HHMI
4562
Howard Hughes Medical Institute
Maryland
$175K
CCM
4563
Carderock Capital Management
Maryland
$174K
MS
4564
Marshall & Sullivan
Washington
$174K
FNWA
4565
Financial Network Wealth Advisors
Utah
$171K
KWM
4566
Kiker Wealth Management
Georgia
$170K
SVWA
4567
Sarver Vrooman Wealth Advisors
Missouri
$168K
SFO
4568
Standard Family Office
South Dakota
$167K
T
4569
TOBAM
France
$166K
SAM
4570
Sherman Asset Management
California
$165K
APW
4571
Acima Private Wealth
Virginia
$165K
WFA
4572
West Financial Advisors
Iowa
$164K
Walleye Capital
4573
Walleye Capital
New York
$161K
HCM
4574
Horrell Capital Management
Arkansas
$159K
AAG
4575
Accordant Advisory Group
Maryland
$145K