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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
AIC
1926
Archer Investment Corporation
Indiana
$5.25M
CA
1927
Continuum Advisory
Idaho
$5.25M
IP
1928
Investment Partners
Ohio
$5.25M
OAM
1929
Oak Asset Management
California
$5.24M
GLA
1930
Good Life Advisors
Pennsylvania
$5.24M
WGC
1931
Watts Gwilliam & Co
Arizona
$5.23M
QWM
1932
Quadcap Wealth Management
Texas
$5.23M
3IP
1933
3Chopt Investment Partners
Virginia
$5.22M
UAG
1934
United Advisor Group
Ohio
$5.2M
EA
1935
Eclectic Associates
California
$5.2M
MFA
1936
Mayflower Financial Advisors
Massachusetts
$5.19M
FWM
1937
Forza Wealth Management
Florida
$5.19M
TNA
1938
True North Advisors
Texas
$5.19M
AIM
1939
Aspen Investment Management
Michigan
$5.19M
LMKC
1940
L.M. Kohn & Company
Ohio
$5.19M
CAC
1941
Certified Advisory Corp
Florida
$5.19M
AEPWM
1942
Atlantic Edge Private Wealth Management
Florida
$5.18M
IAS
1943
Investment Advisory Services
Texas
$5.18M
SM
1944
Sweeney & Michel
California
$5.18M
AWM
1945
Affinity Wealth Management
Delaware
$5.18M
AWM
1946
Angeles Wealth Management
California
$5.18M
XT
1947
XTX Topco
Cayman Islands
$5.17M
RMAM
1948
Raab & Moskowitz Asset Management
New Jersey
$5.17M
NAS
1949
NWF Advisory Services
California
$5.17M
IIA
1950
IPG Investment Advisors
California
$5.16M