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JPMorgan Chase

4,671 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, 1,980 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: 4,6004,671 (+71)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,980

9% less call options, than puts

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

Holders
4,671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
937
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
ACM
2276
Allred Capital Management
Texas
$3.52M
FA
2277
Financial Advisors
Massachusetts
$3.52M
PCMN
2278
Paradigm Capital Management (Nevada)
Nevada
$3.52M
S
2279
Sunpointe
Missouri
$3.51M
DAS
2280
DMKC Advisory Services
Iowa
$3.5M
TWP
2281
Tempus Wealth Planning
California
$3.5M
EBWM
2282
Eagle Bluffs Wealth Management
Missouri
$3.5M
BHA
2283
Beech Hill Advisors
New York
$3.5M
GC
2284
Guardian Capital
Ontario, Canada
$3.49M
PWM
2285
Palumbo Wealth Management
New York
$3.48M
BWP
2286
BSW Wealth Partners
Colorado
$3.47M
MCWA
2287
Meadow Creek Wealth Advisors
Georgia
$3.46M
AC
2288
Aldebaran Capital
Indiana
$3.45M
FNBOH
2289
First National Bank of Hutchinson
Kansas
$3.44M
PWP
2290
Precedent Wealth Partners
Texas
$3.43M
VWM
2291
VCI Wealth Management
Missouri
$3.43M
VIA
2292
Victrix Investment Advisors
Florida
$3.43M
VNA
2293
Valley National Advisers
Pennsylvania
$3.43M
AFC
2294
AFT Forsyth & Company
Florida
$3.43M
LA
2295
Lindenwold Advisors
Pennsylvania
$3.42M
CAWM
2296
Capital Advisors Wealth Management
Washington
$3.42M
RBFC
2297
Roman Butler Fullerton & Co
Missouri
$3.42M
CCWM
2298
Correct Capital Wealth Management
Missouri
$3.41M
WDC
2299
Woodward Diversified Capital
California
$3.41M
BC
2300
Belmont Capital
California
$3.39M