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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
WOC
4626
West Oak Capital
California
$57.3K
HWM
4627
Horizons Wealth Management
North Carolina
$53.6K
CG
4628
Curat Global
New Hampshire
$52.2K
MCA
4629
Midwest Capital Advisors
Michigan
$52.1K
MBFW
4630
Morton Brown Family Wealth
Pennsylvania
$47.1K
ICCON
4631
Investment Counsel Company of Nevada
Nevada
$45.6K
CJH
4632
Christopher J. Hasenberg
Wisconsin
$45.2K
SC
4633
Swan Capital
Florida
$44.9K
DRP
4634
Decker Retirement Planning
Utah
$43.8K
CWA
4635
Carolina Wealth Advisors
South Carolina
$43.2K
PMIM
4636
Prudent Man Investment Management
Colorado
$42.7K
CIR
4637
Clear Investment Research
Georgia
$39.5K
WCM
4638
Westend Capital Management
California
$39.1K
BIM
4639
Breakwater Investment Management
Washington
$36.8K
RIM
4640
Ryan Investment Management
Colorado
$36.8K
TFG
4641
Team Financial Group
California
$35.1K
RPA
4642
Redwood Park Advisors
California
$34.8K
MAFA
4643
MJT & Associates Financial Advisory
Minnesota
$33.6K
MAS
4644
MPWM Advisory Solutions
Georgia
$32.2K
MS
4645
Mizuho Securities
Japan
$31.9K
1L
4646
10Elms LLP
Oklahoma
$29K
GAG
4647
Goodman Advisory Group
Massachusetts
$27K
HAP
4648
Harbor Asset Planning
Massachusetts
$26.4K
ATC
4649
Advantage Trust Company
Kansas
$26.1K
HIA
4650
HFM Investment Advisors
New Jersey
$25.2K