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JPMorgan Chase

4,667 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, 1,979 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: 4,6004,667 (+67)

1% more repeat investments, than reductions

Existing positions increased: 1,992 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,667
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
PWM
4576
Parkworth Wealth Management
California
$137K
RI
4577
Ridgewood Investments
New Jersey
$131K
CW
4578
Curio Wealth
Maryland
$128K
MWA
4579
Miller Wealth Advisors
Colorado
$125K
PPA
4580
Painted Porch Advisors
California
$125K
MSG
4581
Main Street Group
Virginia
$124K
IWM
4582
Inlight Wealth Management
Georgia
$124K
NCM
4583
Northwest Capital Management
Oregon
$122K
TWD
4584
True Wealth Design
Ohio
$120K
RTL
4585
Red Tortoise LLC
Georgia
$119K
DPW
4586
DiNuzzo Private Wealth
Pennsylvania
$118K
FCG
4587
Financial Connections Group
California
$116K
MAM
4588
Marquette Asset Management
Minnesota
$116K
LWMI
4589
Legacy Wealth Management (Idaho)
Idaho
$115K
LIS
4590
Legacy Investment Solutions
Idaho
$115K
PP
4591
Pingora Partners
Wyoming
$115K
MAWAG
4592
Mid-American Wealth Advisory Group
Missouri
$114K
FGC
4593
Financial Gravity Companies
Texas
$106K
KG
4594
Kilter Group
New York
$99.2K
CWM
4595
Copia Wealth Management
Oregon
$98.9K
BFS
4596
Bare Financial Services
Pennsylvania
$96K
RF
4597
Robbins Farley
New Hampshire
$93.6K
RWS
4598
Retirement Wealth Solutions
Wisconsin
$90.8K
SFCL
4599
Strengthening Families & Communities LLC
Massachusetts
$90.7K
KPP
4600
Kings Path Partners
Texas
$90.2K