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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
WCM
2126
Weik Capital Management
Pennsylvania
$4.2M
FFS
2127
Flavin Financial Services
Florida
$4.17M
RIA
2128
Regal Investment Advisors
Michigan
$4.17M
HDA
2129
Harold Davidson & Associates
California
$4.16M
MPWS
2130
McCarter Private Wealth Services
Massachusetts
$4.16M
PWMG
2131
Prestige Wealth Management Group
New Jersey
$4.15M
QPWM
2132
Quadrant Private Wealth Management
Pennsylvania
$4.15M
BFIC
2133
Bedell Frazier Investment Counselling
California
$4.15M
ICP
2134
Interchange Capital Partners
Pennsylvania
$4.15M
PF
2135
Prosperitas Financial
California
$4.14M
SEP
2136
Southland Equity Partners
Missouri
$4.14M
UPS
2137
UHLMANN PRICE SECURITIES
Illinois
$4.13M
MLA
2138
MB, Levis & Associates
Pennsylvania
$4.13M
FFO
2139
Fiduciary Family Office
Florida
$4.13M
QWP
2140
Quotient Wealth Partners
Texas
$4.12M
GWM
2141
GSB Wealth Management
Connecticut
$4.11M
SN
2142
Sittner & Nelson
Oregon
$4.11M
PWA
2143
Phoenix Wealth Advisors
North Carolina
$4.11M
OWM
2144
Orca Wealth Management
Florida
$4.1M
AW
2145
Apricus Wealth
South Carolina
$4.09M
FDS
2146
First Dallas Securities
Texas
$4.08M
RWP
2147
Revolve Wealth Partners
New Jersey
$4.07M
WAM
2148
Weatherly Asset Management
California
$4.07M
JJBC
2149
James J. Burns & Company
New York
$4.07M
GI
2150
GS Investments
Minnesota
$4.07M