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JPMorgan Chase

4,700 hedge funds and large institutions have $581B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,007 increasing their positions, 1,990 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 funds holding

Funds holding:

1.29% more ownership

Funds ownership: 70.9%72.19% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,007 | Existing positions reduced: 1,990

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,700
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
941
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
AWC
2176
Abundance Wealth Counselors
Pennsylvania
$3.97M
BFO
2177
Biltmore Family Office
North Carolina
$3.96M
SWM
2178
Shepherd Wealth Management
Ohio
$3.96M
IA
2179
Integrity Alliance
Iowa
$3.95M
CFG
2180
Chapman Financial Group
Hawaii
$3.95M
HIMS
2181
Hager Investment Management Services
New Hampshire
$3.95M
AWA
2182
Alta Wealth Advisors
Massachusetts
$3.95M
FAIM
2183
Financial Advocates Investment Management
Washington
$3.94M
HCM
2184
Highview Capital Management
Illinois
$3.94M
AFS
2185
Aft Forsyth & Sober
Florida
$3.94M
TPW
2186
Turn8 Private Wealth
$3.94M
TIA
2187
Traphagen Investment Advisors
New Jersey
$3.94M
ALAM
2188
Asahi Life Asset Management
Japan
$3.93M
SP
2189
SWS Partners
Ohio
$3.93M
HBT
2190
Heartland Bank & Trust
Illinois
$3.93M
PCH
2191
PGIM Custom Harvest
New Jersey
$3.93M
MCM
2192
Monument Capital Management
Virginia
$3.93M
Parallax Volatility Advisers
2193
Parallax Volatility Advisers
California
$3.92M
AM
2194
Account Management
Massachusetts
$3.92M
WA
2195
Wealth Architects
California
$3.91M
GSWM
2196
Greenup Street Wealth Management
Michigan
$3.89M
IIL
2197
Insight Inv LLC
California
$3.89M
SWMP
2198
Signature Wealth Management Partners
New Jersey
$3.88M
RHP
2199
Royal Harbor Partners
Texas
$3.88M
SLWA
2200
San Luis Wealth Advisors
California
$3.88M