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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
MCA
4626
Midwest Capital Advisors
Michigan
$52.1K
MBFW
4627
Morton Brown Family Wealth
Pennsylvania
$47.1K
ICCON
4628
Investment Counsel Company of Nevada
Nevada
$45.6K
CJH
4629
Christopher J. Hasenberg
Wisconsin
$45.2K
SC
4630
Swan Capital
Florida
$44.9K
DRP
4631
Decker Retirement Planning
Utah
$43.8K
CWA
4632
Carolina Wealth Advisors
South Carolina
$43.2K
PMIM
4633
Prudent Man Investment Management
Colorado
$42.7K
CIR
4634
Clear Investment Research
Georgia
$39.5K
WCM
4635
Westend Capital Management
California
$39.1K
BIM
4636
Breakwater Investment Management
Washington
$36.8K
RIM
4637
Ryan Investment Management
Colorado
$36.8K
TFG
4638
Team Financial Group
California
$35.1K
RPA
4639
Redwood Park Advisors
California
$34.8K
MAFA
4640
MJT & Associates Financial Advisory
Minnesota
$33.6K
MAS
4641
MPWM Advisory Solutions
Georgia
$32.2K
MS
4642
Mizuho Securities
Japan
$31.9K
1L
4643
10Elms LLP
Oklahoma
$29K
GAG
4644
Goodman Advisory Group
Massachusetts
$27K
HAP
4645
Harbor Asset Planning
Massachusetts
$26.4K
ATC
4646
Advantage Trust Company
Kansas
$26.1K
HIA
4647
HFM Investment Advisors
New Jersey
$25.2K
FG
4648
Fairman Group
Pennsylvania
$22.5K
FW
4649
Fairway Wealth
Ohio
$20.6K
JFG
4650
JDM Financial Group
Texas
$18.8K