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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
HIA
4676
HFM Investment Advisors
New Jersey
$25.2K
FG
4677
Fairman Group
Pennsylvania
$22.5K
FW
4678
Fairway Wealth
Ohio
$20.6K
JFG
4679
JDM Financial Group
Texas
$18.8K
DWA
4680
Delos Wealth Advisors
Texas
$18.6K
FLFS
4681
Family Legacy Financial Solutions
North Carolina
$15.7K
CWM
4682
Cedar Wealth Management
California
$14.8K
MDA
4683
Minot DeBlois Advisors
Massachusetts
$14.5K
PS
4684
PayPay Securities
Japan
$13.6K
LFA
4685
LGT Financial Advisors
Texas
$13K
FF
4686
Friedenthal Financial
New Jersey
$9.57K
KHC
4687
Koesten Hirschmann & Crabtree
Kansas
$8.93K
IMC
4688
Investment Management Corporation
Virginia
$8.41K
KIG
4689
Kessler Investment Group
Indiana
$7.77K
PIS
4690
POM Investment Strategies
North Carolina
$6.96K
PCA
4691
PMV Capital Advisers
Texas
$6.38K
FC
4692
Family CFO
California
$6.09K
FS
4693
Financially Speaking
Colorado
$4.35K
IA
4694
IFS Advisors
Kansas
$3.26K
BGWM
4695
Bridge Generations Wealth Management
Florida
$1.16K
RJA
4696
Ross\Johnson & Associates
Minnesota
$580
HWM
4697
HighMark Wealth Management
Minnesota
$304
CF
4698
Corebridge Financial
Texas
FCI
4699
Financial Counselors Inc
Kansas
CAU
4700
Caxton Associates (UK)