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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
CPWA
2051
Cerro Pacific Wealth Advisors
California
$4.53M
TWM
2052
Tradition Wealth Management
Minnesota
$4.53M
CCG
2053
Ceeto Capital Group
Florida
$4.53M
FWA
2054
FSM Wealth Advisors
Ohio
$4.51M
LIA
2055
LS Investment Advisors
Michigan
$4.51M
GA
2056
GoalVest Advisory
New York
$4.5M
DFA
2057
Delta Financial Advisors
Louisiana
$4.5M
UWPG
2058
Ullmann Wealth Partners Group
Florida
$4.49M
TGAM
2059
TBH Global Asset Management
Tennessee
$4.49M
CF
2060
Convergence Financial
Missouri
$4.49M
PWM
2061
Purus Wealth Management
California
$4.48M
SC
2062
Sawyer & Company
Massachusetts
$4.48M
NL
2063
NVWM LLC
Pennsylvania
$4.48M
CB
2064
CNB Bank
Pennsylvania
$4.48M
CCG
2065
Chatham Capital Group
Georgia
$4.47M
DBIA
2066
Dumont & Blake Investment Advisors
New Jersey
$4.47M
MC
2067
Martin & Co
Tennessee
$4.47M
MA
2068
MJP Associates
Connecticut
$4.46M
NI
2069
Natural Investments
California
$4.45M
VCP
2070
Verus Capital Partners
Arizona
$4.45M
HCM
2071
Hicks Capital Management
Ohio
$4.45M
HFP
2072
Holistic Financial Partners
Indiana
$4.45M
WCM
2073
Weaver Capital Management
Georgia
$4.44M
AIC
2074
Argus Investors Counsel
New York
$4.44M
CWIG
2075
Chung Wu Investment Group
Texas
$4.44M