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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
FFS
2076
Founders Financial Securities
Maryland
$4.44M
AW
2077
Alteri Wealth
California
$4.43M
PEAK6
2078
PEAK6
Illinois
$4.42M
IF
2079
Integrity Financial
Wyoming
$4.41M
VRM
2080
Vectors Research Management
New York
$4.41M
ACM
2081
Accent Capital Management
Ohio
$4.4M
HAG
2082
HF Advisory Group
Maryland
$4.39M
WFI
2083
West Family Investments
California
$4.39M
TWA
2084
TCI Wealth Advisors
Arizona
$4.39M
AWM
2085
Aberdeen Wealth Management
Illinois
$4.39M
TPWM
2086
Twelve Points Wealth Management
Massachusetts
$4.37M
OIS
2087
Okabena Investment Services
Minnesota
$4.35M
BL
2088
Bleichroeder LP
New York
$4.35M
ALA
2089
Atlas Legacy Advisors
California
$4.34M
MGWM
2090
Marks Group Wealth Management
Minnesota
$4.34M
OWA
2091
Octavia Wealth Advisors
Ohio
$4.34M
CWM
2092
Centric Wealth Management
Illinois
$4.34M
REMPR
2093
Roof Eidam Maycock Peralta (REMP)
California
$4.34M
M1FG
2094
Mach-1 Financial Group
Arkansas
$4.33M
MPW
2095
MASECO Private Wealth
$4.33M
C
2096
Certuity
Florida
$4.32M
FAM
2097
Fulcrum Asset Management
United Kingdom
$4.32M
FIM
2098
FWL Investment Management
Texas
$4.32M
LWM
2099
Lodestone Wealth Management
Washington
$4.31M
LCGC
2100
Legacy Capital Group California
California
$4.31M