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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
WA
1851
Wasatch Advisors
Utah
$5.71M
PFMOSF
1852
Philadelphia Financial Management of San Francisco
California
$5.7M
LJAC
1853
L.J. Altfest & Co
New York
$5.7M
Financial Engines Advisors
1854
Financial Engines Advisors
California
$5.69M
MA
1855
MONECO Advisors
Connecticut
$5.68M
IP
1856
Intellectus Partners
California
$5.67M
FMTCOCP
1857
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.66M
MSK
1858
Melissa S. Kampmann
$5.65M
KP
1859
Keel Point
Alabama
$5.65M
TWP
1860
Tyche Wealth Partners
Texas
$5.65M
ICP
1861
Impact Capital Partners
Colorado
$5.64M
ZF
1862
Zhang Financial
Michigan
$5.64M
GIM
1863
Gold Investment Management
Alberta, Canada
$5.63M
FIC
1864
FCG Investment Company
Tennessee
$5.62M
CCA
1865
Cobblestone Capital Advisors
New York
$5.61M
WPC
1866
White Pine Capital
Minnesota
$5.61M
NF
1867
Nvest Financial
New Hampshire
$5.61M
CCWA
1868
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.61M
HCM
1869
Huber Capital Management
California
$5.6M
SWM
1870
Segment Wealth Management
Texas
$5.6M
NWM
1871
Northcape Wealth Management
New York
$5.6M
RDFA
1872
Ritter Daniher Financial Advisory
Ohio
$5.6M
FBC
1873
Fairfield, Bush & Co
Connecticut
$5.59M
HIC
1874
Harvey Investment Company
Kentucky
$5.58M
FAP
1875
Financial Advisory Partners
Florida
$5.58M