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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
GSC
4751
Ground Swell Capital
South Carolina
EIP
4752
Ellis Investment Partners
Pennsylvania
CB
4753
Chris Bulman
California
BHWA
4754
Beacon Harbor Wealth Advisors
Virginia
TCTWM
4755
Three Cord True Wealth Management
Pennsylvania
UFF
4756
USA Financial Formulas
Michigan
DC
4757
Diametric Capital
Massachusetts
CIG
4758
CHB Investment Group
Pennsylvania
PFM
4759
Peak Financial Management
Massachusetts
SSWG
4760
Seven Springs Wealth Group
Tennessee
TI
4761
TrueMark Investments
Illinois
CCMT
4762
CMT Capital Markets Trading
Germany
RA
4763
Rodgers & Associates
Pennsylvania
HCC
4764
Hirtle Callaghan & Co
Pennsylvania
XC
4765
XY Capital
Hong Kong
GWM
4766
Guardian Wealth Management
Illinois
RCA
4767
Runnymede Capital Advisors
Ohio
WAOTB
4768
Wealth Advisors of Tampa Bay
Florida
AF
4769
Abound Financial
California
EFMH
4770
E Fund Management (HK)
Hong Kong
UOIF
4771
University of Illinois Foundation
Illinois
PPWM
4772
PFG Private Wealth Management
Florida
KFGG
4773
Keystone Financial Group (Georgia)
Georgia
RA
4774
Resolute Advisors
California
CFS
4775
Compass Financial Services
Iowa