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JPMorgan Chase

4,665 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, 1,991 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: 4,5994,665 (+66)

1% more repeat investments, than reductions

Existing positions increased: 1,991 | Existing positions reduced: 1,978

9% less call options, than puts

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

Holders
4,665
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
CW
4576
Curio Wealth
Maryland
$128K
MWA
4577
Miller Wealth Advisors
Colorado
$125K
PPA
4578
Painted Porch Advisors
California
$125K
MSG
4579
Main Street Group
Virginia
$124K
IWM
4580
Inlight Wealth Management
Georgia
$124K
NCM
4581
Northwest Capital Management
Oregon
$122K
TWD
4582
True Wealth Design
Ohio
$120K
RTL
4583
Red Tortoise LLC
Georgia
$119K
DPW
4584
DiNuzzo Private Wealth
Pennsylvania
$118K
FCG
4585
Financial Connections Group
California
$116K
MAM
4586
Marquette Asset Management
Minnesota
$116K
LWMI
4587
Legacy Wealth Management (Idaho)
Idaho
$115K
LIS
4588
Legacy Investment Solutions
Idaho
$115K
PP
4589
Pingora Partners
Wyoming
$115K
MAWAG
4590
Mid-American Wealth Advisory Group
Missouri
$114K
FGC
4591
Financial Gravity Companies
Texas
$106K
KG
4592
Kilter Group
New York
$99.2K
CWM
4593
Copia Wealth Management
Oregon
$98.9K
BFS
4594
Bare Financial Services
Pennsylvania
$96K
RF
4595
Robbins Farley
New Hampshire
$93.6K
RWS
4596
Retirement Wealth Solutions
Wisconsin
$90.8K
SFCL
4597
Strengthening Families & Communities LLC
Massachusetts
$90.7K
KPP
4598
Kings Path Partners
Texas
$90.2K
ACM
4599
Anfield Capital Management
California
$88.1K
MC
4600
Montag & Caldwell
Georgia
$87K