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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
EHWM
2251
Eads & Heald Wealth Management
Georgia
$3.63M
HCCM
2252
Hudson Canyon Capital Management
New York
$3.62M
LWMM
2253
Legacy Wealth Management (Mississippi)
Mississippi
$3.61M
CAM
2254
Cozad Asset Management
Illinois
$3.61M
BSAM
2255
Blue Square Asset Management
New York
$3.6M
ILI
2256
Invesco LLC (Illinois)
Illinois
$3.6M
CIM
2257
Cambria Investment Management
California
$3.6M
TCPW
2258
Twin City Private Wealth
North Carolina
$3.59M
PBK
2259
Peoples Bank (Kansas)
Kansas
$3.59M
SFS
2260
Stiles Financial Services
Minnesota
$3.59M
BFG
2261
Berger Financial Group
Minnesota
$3.58M
TS
2262
TradeWell Securities
Indiana
$3.57M
WMP
2263
Wealth Management Partners
Arizona
$3.55M
VWS
2264
Virtus Wealth Solutions
New Jersey
$3.55M
OIA
2265
Optimum Investment Advisors
Illinois
$3.55M
WHC
2266
Wulff, Hansen & Co
California
$3.55M
FH
2267
FWG Holdings
Florida
$3.54M
NHC
2268
Nicholas Hoffman & Company
Georgia
$3.54M
LC
2269
LCNB Corp
Ohio
$3.54M
EG
2270
Ellerson Group
Maryland
$3.54M
STAS
2271
Strong Tower Advisory Services
Minnesota
$3.53M
AI
2272
Axecap Investments
Ohio
$3.53M
Aristotle Capital Management
2273
Aristotle Capital Management
California
$3.52M
GG
2274
Gleason Group
Kentucky
$3.52M
ACM
2275
Allred Capital Management
Texas
$3.52M