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JPMorgan Chase

4,672 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, 1,981 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: 4,6004,672 (+72)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,981

9% less call options, than puts

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

Holders
4,672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
938
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
AA
2426
Addison Advisors
Vermont
$2.99M
HIIFS
2427
Harel Insurance Investments & Financial Services
Israel
$2.99M
CPRC
2428
Consolidated Portfolio Review Corp
New York
$2.99M
GGA
2429
Granite Group Advisors
Connecticut
$2.98M
SFWA
2430
Summit Financial Wealth Advisors
Louisiana
$2.98M
CFG
2431
CKW Financial Group
Hawaii
$2.98M
VWM
2432
Vivid Wealth Management
Iowa
$2.98M
BTWM
2433
Brass Tax Wealth Management
Ohio
$2.97M
WWM
2434
Wolff Wiese Magana
California
$2.97M
SWK
2435
Stephen W. Kidder
$2.97M
HWA
2436
HHM Wealth Advisors
Tennessee
$2.97M
LF
2437
LifeSteps Financial
California
$2.97M
FF
2438
Farrow Financial
Vermont
$2.96M
CWP
2439
Core Wealth Partners
California
$2.96M
FBT
2440
First Bank & Trust
South Dakota
$2.96M
APW
2441
Austin Private Wealth
Texas
$2.96M
ARA
2442
Alexander Randolph Advisory
Virginia
$2.96M
SIG
2443
Sky Investment Group
Connecticut
$2.95M
HNWAG
2444
High Net Worth Advisory Group
Florida
$2.95M
MLA
2445
My Legacy Advisors
Oregon
$2.95M
WWM
2446
Waterway Wealth Management
Texas
$2.94M
HBW
2447
Hazlett, Burt & Watson
West Virginia
$2.94M
SCA
2448
Sandy Cove Advisors
Massachusetts
$2.94M
SFC
2449
SYM Financial Corp
Indiana
$2.93M
WAM
2450
Wernau Asset Management
Massachusetts
$2.93M