JPM icon

JPMorgan Chase

4,696 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,004 increasing their positions, 1,989 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 funds holding

Funds holding:

1.28% more ownership

Funds ownership: 70.82%72.1% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,004 | Existing positions reduced: 1,989

9% less call options, than puts

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

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
KSWA
4651
Kathleen S. Wright Associates
Pennsylvania
$58K
WOC
4652
West Oak Capital
California
$57.3K
HWM
4653
Horizons Wealth Management
North Carolina
$53.6K
CG
4654
Curat Global
New Hampshire
$52.2K
MCA
4655
Midwest Capital Advisors
Michigan
$52.1K
MBFW
4656
Morton Brown Family Wealth
Pennsylvania
$47.1K
ICCON
4657
Investment Counsel Company of Nevada
Nevada
$45.6K
CJH
4658
Christopher J. Hasenberg
Wisconsin
$45.2K
SC
4659
Swan Capital
Florida
$44.9K
DRP
4660
Decker Retirement Planning
Utah
$43.8K
CWA
4661
Carolina Wealth Advisors
South Carolina
$43.2K
PMIM
4662
Prudent Man Investment Management
Colorado
$42.7K
CIR
4663
Clear Investment Research
Georgia
$39.5K
WCM
4664
Westend Capital Management
California
$39.1K
BIM
4665
Breakwater Investment Management
Washington
$36.8K
RIM
4666
Ryan Investment Management
Colorado
$36.8K
TFG
4667
Team Financial Group
California
$35.1K
RPA
4668
Redwood Park Advisors
California
$34.8K
MAFA
4669
MJT & Associates Financial Advisory
Minnesota
$33.6K
MAS
4670
MPWM Advisory Solutions
Georgia
$32.2K
MS
4671
Mizuho Securities
Japan
$31.9K
1L
4672
10Elms LLP
Oklahoma
$29K
GAG
4673
Goodman Advisory Group
Massachusetts
$27K
HAP
4674
Harbor Asset Planning
Massachusetts
$26.4K
ATC
4675
Advantage Trust Company
Kansas
$26.1K