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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
IAS
1376
Insigneo Advisory Services
Florida
$9.86M
BBWA
1377
Bell & Brown Wealth Advisors
California
$9.85M
FBFS
1378
First Business Financial Services
Wisconsin
$9.84M
HCM
1379
Harvey Capital Management
Florida
$9.84M
WBC
1380
West Branch Capital
Massachusetts
$9.83M
CCT
1381
Chemung Canal Trust
New York
$9.79M
NF
1382
Nikulski Financial
Iowa
$9.78M
CI
1383
Cavalier Investments
Georgia
$9.78M
CM
1384
Castleark Management
Illinois
$9.77M
EWA
1385
EverSource Wealth Advisors
Alabama
$9.77M
CWA
1386
Clarity Wealth Advisors
California
$9.77M
Koshinski Asset Management
1387
Koshinski Asset Management
Illinois
$9.76M
NHT
1388
New Hampshire Trust
New Hampshire
$9.73M
EW
1389
Evoke Wealth
California
$9.71M
RCAG
1390
Rehmann Capital Advisory Group
Michigan
$9.68M
Verition Fund Management
1391
Verition Fund Management
Connecticut
$9.66M
EL
1392
Essex LLC
Illinois
$9.65M
PJSIMP
1393
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.64M
MHS
1394
M Holdings Securities
Oregon
$9.59M
PAM
1395
Pegasus Asset Management
New York
$9.58M
CWP
1396
CFM Wealth Partners
Texas
$9.58M
MNBTD
1397
Moody National Bank Trust Division
Texas
$9.56M
GAG
1398
GM Advisory Group
New York
$9.53M
PFGIA
1399
Patriot Financial Group Insurance Agency
Massachusetts
$9.52M
BFA
1400
Bill Few Associates
Pennsylvania
$9.52M