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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
LWP
2201
LMG Wealth Partners
Louisiana
$3.85M
SAMT
2202
Select Asset Management & Trust
Pennsylvania
$3.85M
LWA
2203
Lantern Wealth Advisors
New York
$3.84M
RWS
2204
Resolute Wealth Strategies
Mississippi
$3.84M
BFW
2205
Brady Family Wealth
Missouri
$3.83M
GFPC
2206
Global Financial Private Client
Florida
$3.82M
AMIM
2207
Aull & Monroe Investment Management
Alabama
$3.82M
CA
2208
Cannon Advisors
North Carolina
$3.82M
BFA
2209
Beacon Financial Advisory
Ohio
$3.81M
CHJWM
2210
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.81M
OHWP
2211
Oak Harbor Wealth Partners
North Carolina
$3.81M
CIM
2212
Chapman Investment Management
California
$3.8M
PEA
2213
Park Edge Advisors
Ohio
$3.8M
CA
2214
CGN Advisors
Kansas
$3.8M
PCA
2215
Purkiss Capital Advisors
Connecticut
$3.79M
MWM
2216
MGB Wealth Management
Texas
$3.79M
GA
2217
Guerra Advisors
Florida
$3.78M
LA
2218
LM Advisors
California
$3.78M
AA
2219
Advisory Alpha
Michigan
$3.78M
PWC
2220
PYA Waltman Capital
Tennessee
$3.78M
IF
2221
Ironwood Financial
Arizona
$3.78M
MA
2222
MCF Advisors
Kentucky
$3.78M
WCM
2223
Winthrop Capital Management
Indiana
$3.78M
CWA
2224
Canvas Wealth Advisors
Kansas
$3.78M
EAM
2225
EULAV Asset Management
Florida
$3.77M