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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
WCF
4776
West Coast Financial
California
GSC
4777
Ground Swell Capital
South Carolina
EIP
4778
Ellis Investment Partners
Pennsylvania
CB
4779
Chris Bulman
California
BHWA
4780
Beacon Harbor Wealth Advisors
Virginia
TCTWM
4781
Three Cord True Wealth Management
Pennsylvania
UFF
4782
USA Financial Formulas
Michigan
DC
4783
Diametric Capital
Massachusetts
CIG
4784
CHB Investment Group
Pennsylvania
PFM
4785
Peak Financial Management
Massachusetts
SSWG
4786
Seven Springs Wealth Group
Tennessee
TI
4787
TrueMark Investments
Illinois
CCMT
4788
CMT Capital Markets Trading
Germany
RA
4789
Rodgers & Associates
Pennsylvania
HCC
4790
Hirtle Callaghan & Co
Pennsylvania
XC
4791
XY Capital
Hong Kong
GWM
4792
Guardian Wealth Management
Illinois
RCA
4793
Runnymede Capital Advisors
Ohio
WAOTB
4794
Wealth Advisors of Tampa Bay
Florida
AF
4795
Abound Financial
California
EFMH
4796
E Fund Management (HK)
Hong Kong
UOIF
4797
University of Illinois Foundation
Illinois
PPWM
4798
PFG Private Wealth Management
Florida
KFGG
4799
Keystone Financial Group (Georgia)
Georgia
RA
4800
Resolute Advisors
California