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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
CPA
2501
Capital Performance Advisors
California
$2.81M
ICM
2502
IMS Capital Management
Oregon
$2.81M
PAM
2503
PCG Asset Management
New Jersey
$2.81M
MFP
2504
Meridian Financial Partners
Virginia
$2.81M
BFA
2505
Brown Financial Advisors
Ohio
$2.8M
CCM
2506
Compass Capital Management
Minnesota
$2.8M
AWA
2507
Amplius Wealth Advisors
Pennsylvania
$2.8M
CGF
2508
Constant Guidance Financial
Massachusetts
$2.79M
TB
2509
Terril Brothers
Missouri
$2.79M
EWM
2510
Elmwood Wealth Management
California
$2.79M
WW
2511
Waterfront Wealth
Kansas
$2.79M
PHS
2512
Pekin Hardy Strauss
Illinois
$2.79M
NAMNJ
2513
NorthStar Asset Management (New Jersey)
New Jersey
$2.79M
AGP
2514
Autumn Glory Partners
Texas
$2.79M
CG
2515
CFO4Life Group
Texas
$2.78M
TIA
2516
Trust Investment Advisors
Indiana
$2.78M
TWP
2517
Triad Wealth Partners
Kansas
$2.77M
BIG
2518
Brookwood Investment Group
Arizona
$2.77M
DL
2519
DOHJ LLC
Washington
$2.77M
CUAMC
2520
China Universal Asset Management Company
China
$2.77M
FA
2521
Faithward Advisors
Pennsylvania
$2.76M
FW
2522
FullCircle Wealth
Texas
$2.76M
DBG
2523
De Burlo Group
Massachusetts
$2.76M
FFO
2524
Fortitude Family Office
Arizona
$2.76M
CE
2525
Cornerstone Enterprises
Wisconsin
$2.75M