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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
SPWM
2326
Schrum Private Wealth Management
Florida
$3.26M
WPA
2327
West Paces Advisors
Georgia
$3.26M
SIS
2328
Sound Income Strategies
Florida
$3.26M
CWM
2329
Cranbrook Wealth Management
Michigan
$3.26M
SEEDPG
2330
S.E.E.D. Planning Group
New York
$3.26M
FMP
2331
Financial Management Professionals
Texas
$3.26M
BMWS
2332
Brady Martz Wealth Solutions
North Dakota
$3.25M
AFM
2333
Aspetuck Financial Management
Connecticut
$3.25M
CMI
2334
Clare Market Investments
Texas
$3.25M
CPC
2335
Cookson Peirce & Co
Pennsylvania
$3.24M
FFC
2336
First Financial Corp
Indiana
$3.24M
RA
2337
Rockingstone Advisors
Massachusetts
$3.24M
AGAM
2338
Audent Global Asset Management
California
$3.24M
BWA
2339
Blodgett Wealth Advisors
California
$3.23M
CA
2340
Calton & Associates
Florida
$3.23M
CWA
2341
Crux Wealth Advisors
California
$3.23M
YP
2342
YANKCOM Partnership
South Dakota
$3.22M
PFWA
2343
Paces Ferry Wealth Advisors
Georgia
$3.22M
FFA
2344
Florida Financial Advisors
Florida
$3.22M
FFA
2345
Fortune Financial Advisors
Kansas
$3.22M
SMH
2346
Sanders Morris Harris
Texas
$3.21M
NFA
2347
Northern Financial Advisors
Michigan
$3.21M
MHIC
2348
Marble Harbor Investment Counsel
Massachusetts
$3.21M
4WM
2349
44 Wealth Management
Oregon
$3.21M
CG
2350
Carmignac Gestion
France
$3.21M