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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
ICCON
4626
Investment Counsel Company of Nevada
Nevada
$45.6K
CJH
4627
Christopher J. Hasenberg
Wisconsin
$45.2K
SC
4628
Swan Capital
Florida
$44.9K
DRP
4629
Decker Retirement Planning
Utah
$43.8K
CWA
4630
Carolina Wealth Advisors
South Carolina
$43.2K
PMIM
4631
Prudent Man Investment Management
Colorado
$42.7K
CIR
4632
Clear Investment Research
Georgia
$39.5K
WCM
4633
Westend Capital Management
California
$39.1K
BIM
4634
Breakwater Investment Management
Washington
$36.8K
RIM
4635
Ryan Investment Management
Colorado
$36.8K
TFG
4636
Team Financial Group
California
$35.1K
RPA
4637
Redwood Park Advisors
California
$34.8K
MAFA
4638
MJT & Associates Financial Advisory
Minnesota
$33.6K
MAS
4639
MPWM Advisory Solutions
Georgia
$32.2K
MS
4640
Mizuho Securities
Japan
$31.9K
1L
4641
10Elms LLP
Oklahoma
$29K
GAG
4642
Goodman Advisory Group
Massachusetts
$27K
HAP
4643
Harbor Asset Planning
Massachusetts
$26.4K
ATC
4644
Advantage Trust Company
Kansas
$26.1K
HIA
4645
HFM Investment Advisors
New Jersey
$25.2K
FG
4646
Fairman Group
Pennsylvania
$22.5K
FW
4647
Fairway Wealth
Ohio
$20.6K
JFG
4648
JDM Financial Group
Texas
$18.8K
DWA
4649
Delos Wealth Advisors
Texas
$18.6K
FLFS
4650
Family Legacy Financial Solutions
North Carolina
$15.7K