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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
FG
4651
Fairman Group
Pennsylvania
$22.5K
FW
4652
Fairway Wealth
Ohio
$20.6K
JFG
4653
JDM Financial Group
Texas
$18.8K
DWA
4654
Delos Wealth Advisors
Texas
$18.6K
FLFS
4655
Family Legacy Financial Solutions
North Carolina
$15.7K
CWM
4656
Cedar Wealth Management
California
$14.8K
MDA
4657
Minot DeBlois Advisors
Massachusetts
$14.5K
PS
4658
PayPay Securities
Japan
$13.6K
LFA
4659
LGT Financial Advisors
Texas
$13K
FF
4660
Friedenthal Financial
New Jersey
$9.57K
KHC
4661
Koesten Hirschmann & Crabtree
Kansas
$8.93K
IMC
4662
Investment Management Corporation
Virginia
$8.41K
KIG
4663
Kessler Investment Group
Indiana
$7.77K
PIS
4664
POM Investment Strategies
North Carolina
$6.96K
PCA
4665
PMV Capital Advisers
Texas
$6.38K
FC
4666
Family CFO
California
$6.09K
FS
4667
Financially Speaking
Colorado
$4.35K
IA
4668
IFS Advisors
Kansas
$3.26K
BGWM
4669
Bridge Generations Wealth Management
Florida
$1.16K
RJA
4670
Ross\Johnson & Associates
Minnesota
$580
HWM
4671
HighMark Wealth Management
Minnesota
$304
CF
4672
Corebridge Financial
Texas
FCI
4673
Financial Counselors Inc
Kansas
CAU
4674
Caxton Associates (UK)
PI
4675
PGGM Investments
Netherlands