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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
RWS
4601
Retirement Wealth Solutions
Wisconsin
$90.8K
SFCL
4602
Strengthening Families & Communities LLC
Massachusetts
$90.7K
KPP
4603
Kings Path Partners
Texas
$90.2K
ACM
4604
Anfield Capital Management
California
$88.1K
MC
4605
Montag & Caldwell
Georgia
$87K
TIAAOA
4606
Teachers Insurance & Annuity Association of America
New York
$87K
HHGA
4607
Halbert Hargrove Global Advisors
California
$84.9K
MIM
4608
Meridiem Investment Management
United Kingdom
$81.2K
TVWM
4609
Tower View Wealth Management
Wisconsin
$80.9K
CI
4610
Clal Insurance
Israel
$77K
EWM
4611
Evolution Wealth Management
Florida
$76.8K
CAWM
4612
Capital A Wealth Management
Pennsylvania
$75.2K
PA
4613
Pineridge Advisors
Missouri
$71.4K
APW
4614
Atlantic Private Wealth
North Carolina
$70K
VWWMG
4615
Vermillion & White Wealth Management Group
Pennsylvania
$67.8K
DCM
4616
Disciplina Capital Management
Tennessee
$67.8K
SHM
4617
Sagard Holdings Management
Ontario, Canada
$64.4K
CMA
4618
Cedar Mountain Advisors
Oregon
$63.2K
CAM
4619
Clarity Asset Management
Iowa
$62.9K
UIA
4620
Ulland Investment Advisors
Minnesota
$61K
HFS
4621
Horizon Financial Services
North Carolina
$60.9K
BMC
4622
Bear Mountain Capital
Washington
$58.8K
NECFA
4623
New England Capital Financial Advisors
Connecticut
$58.3K
LWA
4624
Lowe Wealth Advisors
Maryland
$58.3K
KSWA
4625
Kathleen S. Wright Associates
Pennsylvania
$58K