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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
CSC
2526
Caldwell Sutter Capital
California
$2.75M
KMWM
2527
Keudell/Morrison Wealth Management
Oregon
$2.75M
CGA
2528
Crescent Grove Advisors
Illinois
$2.74M
SWA
2529
Strategies Wealth Advisors
Michigan
$2.74M
SNBOSD
2530
Security National Bank of So Dak
Iowa
$2.74M
EAM
2531
Eukles Asset Management
Ohio
$2.73M
CCS
2532
Concentric Capital Strategies
Connecticut
$2.73M
APA
2533
Astoria Portfolio Advisors
New York
$2.72M
PWAM
2534
Papamarkou Wellner Asset Management
New York
$2.72M
EB
2535
Emprise Bank
Kansas
$2.72M
MCC
2536
Money Concepts Capital
Florida
$2.71M
NWM
2537
Napa Wealth Management
California
$2.71M
AC
2538
Asio Capital
Kentucky
$2.7M
NFSG
2539
Newbridge Financial Services Group
Florida
$2.7M
PWM
2540
Prentice Wealth Management
New York
$2.7M
KFA
2541
Kelleher Financial Advisors
New York
$2.7M
DWM
2542
Drive Wealth Management
Utah
$2.7M
KFA
2543
Kapstone Financial Advisors
Ohio
$2.7M
FHC
2544
First Heartland Consultants
Missouri
$2.7M
MFG
2545
Mosaic Financial Group
Illinois
$2.69M
WCM
2546
Washington Capital Management
Washington
$2.69M
LAIC
2547
Lederer & Associates Investment Counsel
California
$2.69M
NEWAS
2548
N.E.W. Advisory Services
Wisconsin
$2.68M
BLFG
2549
Brian Low Financial Group
Louisiana
$2.68M
RC
2550
Reik & Co
New York
$2.67M