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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
IWM
2376
Iams Wealth Management
Nebraska
$3.13M
WCM
2377
WealthBridge Capital Management
Ohio
$3.13M
OHWA
2378
Oak Hill Wealth Advisors
Virginia
$3.13M
CFA
2379
Camarda Financial Advisors
Florida
$3.12M
6F
2380
626 Financial
Michigan
$3.11M
CA
2381
Continental Advisors
Utah
$3.11M
OIM
2382
Oder Investment Management
California
$3.11M
Members Trust
2383
Members Trust
Florida
$3.11M
SCM
2384
Spreng Capital Management
Ohio
$3.11M
BA
2385
Birinyi Associates
Connecticut
$3.11M
FWM
2386
Focused Wealth Management
New York
$3.1M
RIM
2387
RW Investment Management
Idaho
$3.1M
SCG
2388
Sonata Capital Group
Washington
$3.1M
GCM
2389
GKV Capital Management
California
$3.09M
BIA
2390
Bigelow Investment Advisors
Maine
$3.09M
TPW
2391
Talon Private Wealth
Florida
$3.09M
GMFG
2392
Greater Midwest Financial Group
Minnesota
$3.09M
IWS
2393
Insight Wealth Strategies
California
$3.08M
LCAM
2394
London & Capital Asset Management
United Kingdom
$3.08M
BWP
2395
Balboa Wealth Partners
Arizona
$3.07M
MSWM
2396
McGlone Suttner Wealth Management
Wisconsin
$3.07M
SVCP
2397
Silicon Valley Capital Partners
California
$3.07M
BAM
2398
Byrne Asset Management
New Jersey
$3.07M
VAG
2399
VisionPoint Advisory Group
Texas
$3.07M
HTHT
2400
Hemenway Trust Hemenway Trust
New Hampshire
$3.07M