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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
HCM
2176
Highview Capital Management
Illinois
$3.94M
AFS
2177
Aft Forsyth & Sober
Florida
$3.94M
TPW
2178
Turn8 Private Wealth
$3.94M
TIA
2179
Traphagen Investment Advisors
New Jersey
$3.94M
ALAM
2180
Asahi Life Asset Management
Japan
$3.93M
SP
2181
SWS Partners
Ohio
$3.93M
HBT
2182
Heartland Bank & Trust
Illinois
$3.93M
PCH
2183
PGIM Custom Harvest
New Jersey
$3.93M
MCM
2184
Monument Capital Management
Virginia
$3.93M
Parallax Volatility Advisers
2185
Parallax Volatility Advisers
California
$3.92M
AM
2186
Account Management
Massachusetts
$3.92M
WA
2187
Wealth Architects
California
$3.91M
GSWM
2188
Greenup Street Wealth Management
Michigan
$3.89M
IIL
2189
Insight Inv LLC
California
$3.89M
SWMP
2190
Signature Wealth Management Partners
New Jersey
$3.88M
RHP
2191
Royal Harbor Partners
Texas
$3.88M
SLWA
2192
San Luis Wealth Advisors
California
$3.88M
BFA
2193
Benedict Financial Advisors
Georgia
$3.88M
SIA
2194
Schear Investment Advisers
Ohio
$3.88M
FWP
2195
Falcon Wealth Planning
California
$3.87M
RPSA
2196
Richard P. Slaughter Associates
Texas
$3.87M
WAAG
2197
Wealth Alliance Advisory Group
Kansas
$3.86M
NAMP
2198
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.86M
CA
2199
Cornerstone Advisory
Maryland
$3.86M
AT
2200
Arlington Trust
Alabama
$3.86M