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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
RWA
2401
Redhawk Wealth Advisors
Minnesota
$3.06M
SSA
2402
Sierra Summit Advisors
Nevada
$3.06M
CAL
2403
Capital Advisors Ltd
Ohio
$3.06M
TAM
2404
Trillium Asset Management
Massachusetts
$3.05M
USWG
2405
U.S. Wealth Group
New York
$3.05M
SFS
2406
Summit Financial Strategies
Ohio
$3.04M
CWS
2407
Cypress Wealth Services
California
$3.04M
KSB
2408
Kennebec Savings Bank
Maine
$3.03M
OFS
2409
OMC Financial Services
New York
$3.03M
GS
2410
GTS Securities
New York
$3.02M
HNB
2411
Hilltop National Bank
Wyoming
$3.02M
AFM
2412
Armstrong Fleming & Moore
District of Columbia
$3.02M
1IA
2413
1620 Investment Advisors
Massachusetts
$3.02M
VIP
2414
Vista Investment Partners
Oklahoma
$3.02M
MHWM
2415
Montz Harcus Wealth Management
Louisiana
$3.01M
PCS
2416
Personal CFO Solutions
New Jersey
$3.01M
ACM
2417
Arcataur Capital Management
Wisconsin
$3M
FCAS
2418
First Command Advisory Services
Texas
$3M
DRS
2419
Deane Retirement Strategies
Louisiana
$3M
CFG
2420
Cooper Financial Group
California
$3M
JF
2421
JSF Financial
California
$2.99M
ACL
2422
Applied Capital LLC
Florida
$2.99M
CAM
2423
Cacti Asset Management
Georgia
$2.99M
AA
2424
Addison Advisors
Vermont
$2.99M
HIIFS
2425
Harel Insurance Investments & Financial Services
Israel
$2.99M