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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
AF
1301
Apexium Financial
Texas
$11M
MP
1302
McDonald Partners
Ohio
$10.9M
CWM
1303
Chemistry Wealth Management
New York
$10.9M
LFG
1304
Larson Financial Group
Missouri
$10.9M
WIM
1305
WealthPlan Investment Management
Nebraska
$10.9M
SNB
1306
Security National Bank
Nebraska
$10.9M
BSC
1307
Brown Shipley & Co
United Kingdom
$10.8M
AC
1308
Arrow Capital
Australia
$10.8M
AT
1309
American Trust
Kentucky
$10.8M
RSWM
1310
Robertson Stephens Wealth Management
California
$10.8M
SAM
1311
Smartleaf Asset Management
Massachusetts
$10.8M
CGIM
1312
Capital Group Investment Management
Singapore
$10.7M
HT
1313
Headlands Technologies
Illinois
$10.7M
SAI
1314
Systematic Alpha Investments
New Jersey
$10.7M
CAG
1315
Csenge Advisory Group
Florida
$10.7M
SIA
1316
Soltis Investment Advisors
Utah
$10.7M
AWA
1317
Arete Wealth Advisors
Illinois
$10.6M
BB
1318
Berkshire Bank
Massachusetts
$10.6M
WCA
1319
Waratah Capital Advisors
Ontario, Canada
$10.6M
WAS
1320
Wealth Advisory Solutions
Indiana
$10.6M
DIA
1321
Dean Investment Associates
Ohio
$10.6M
TA
1322
TFG Advisers
Michigan
$10.6M
CWM
1323
Cordatus Wealth Management
Pennsylvania
$10.6M
IA
1324
IFC Advisors
California
$10.5M
IAIM
1325
International Assets Investment Management
Florida
$10.5M