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
GVCM
4576
Global View Capital Management
Wisconsin
$201K
BWG
4577
Beta Wealth Group
California
$201K
VWA
4578
Valued Wealth Advisors
Utah
$197K
WCM
4579
WealthTrak Capital Management
Virginia
$193K
BCM
4580
Basso Capital Management
Connecticut
$190K
EA
4581
Evolution Advisers
Virginia
$188K
DF
4582
DecisionPoint Financial
Arizona
$184K
SRCM
4583
Signature Resources Capital Management
California
$183K
MFG
4584
Mendota Financial Group
Wisconsin
$183K
CCMI
4585
Creative Capital Management Investments
California
$177K
CW
4586
Cooksen Wealth
Texas
$176K
HHMI
4587
Howard Hughes Medical Institute
Maryland
$175K
CCM
4588
Carderock Capital Management
Maryland
$174K
MS
4589
Marshall & Sullivan
Washington
$174K
FNWA
4590
Financial Network Wealth Advisors
Utah
$171K
KWM
4591
Kiker Wealth Management
Georgia
$170K
SVWA
4592
Sarver Vrooman Wealth Advisors
Missouri
$168K
SFO
4593
Standard Family Office
South Dakota
$167K
T
4594
TOBAM
France
$166K
SAM
4595
Sherman Asset Management
California
$165K
APW
4596
Acima Private Wealth
Virginia
$165K
WFA
4597
West Financial Advisors
Iowa
$164K
Walleye Capital
4598
Walleye Capital
New York
$161K
HCM
4599
Horrell Capital Management
Arkansas
$159K
AAG
4600
Accordant Advisory Group
Maryland
$145K