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JPMorgan Chase

4,700 hedge funds and large institutions have $581B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,007 increasing their positions, 1,990 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 funds holding

Funds holding:

1.29% more ownership

Funds ownership: 70.9%72.19% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,007 | Existing positions reduced: 1,990

9% less call options, than puts

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

Holders
4,700
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
941
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
CA
2476
Carson Advisory
Georgia
$2.88M
MW
2477
MBL Wealth
North Carolina
$2.88M
AFG
2478
Allegheny Financial Group
Pennsylvania
$2.87M
GWCM
2479
Godshalk Welsh Capital Management
Pennsylvania
$2.87M
MFC
2480
Morris Financial Concepts
South Carolina
$2.87M
RSVP
2481
Ramsay Stattman Vela & Price
Colorado
$2.86M
PBO
2482
Peoples Bank (Ohio)
Ohio
$2.86M
PIA
2483
Powell Investment Advisors
Florida
$2.86M
AGP
2484
Aspire Growth Partners
Florida
$2.86M
SFG
2485
Sather Financial Group
Texas
$2.85M
1WM
2486
1900 Wealth Management
Texas
$2.85M
NME
2487
Notis-McConarty Edward
$2.85M
KCPT
2488
Kingstone Capital Partners Texas
Texas
$2.85M
HAIM
2489
Hunter Associates Investment Management
Pennsylvania
$2.84M
CWM
2490
Chesapeake Wealth Management
Virginia
$2.83M
PWM
2491
Pinnacle Wealth Management
California
$2.83M
FWM
2492
Forefront Wealth Management
Pennsylvania
$2.83M
MTWM
2493
Masso Torrence Wealth Management
New Jersey
$2.83M
OKSA
2494
O'Keefe Stevens Advisory
New York
$2.83M
OFS
2495
Orrstown Financial Services
Pennsylvania
$2.83M
NWAG
2496
Net Worth Advisory Group
Utah
$2.82M
LWL
2497
Leo Wealth LLC
Texas
$2.82M
FP
2498
Financial Perspectives
Minnesota
$2.82M
BTWM
2499
Baker Tilly Wealth Management
Wisconsin
$2.81M
AFA
2500
AA Financial Advisors
Ohio
$2.81M