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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
SIC
2551
Samalin Investment Counsel
New York
$2.66M
AA
2552
Altman Advisors
Illinois
$2.66M
CB
2553
Centennial Bank
Arkansas
$2.66M
RFA
2554
ROI Financial Advisors
Oregon
$2.66M
HP
2555
Hilltop Partners
Indiana
$2.65M
SC
2556
Savoie Capital
Illinois
$2.65M
LB
2557
Legacy Bridge
Iowa
$2.64M
CSPIA
2558
Cary Street Partners Investment Advisory
Virginia
$2.64M
ISWM
2559
Independent Solutions Wealth Management
New York
$2.63M
NL
2560
Navalign LLC
California
$2.63M
KA
2561
Kercheville Advisors
Texas
$2.63M
MCM
2562
Mendel Capital Management
Arkansas
$2.63M
COCM
2563
Charter Oak Capital Management
New Hampshire
$2.63M
TA
2564
TKG Advisors
Indiana
$2.62M
IF
2565
IRON Financial
Illinois
$2.62M
AP
2566
Atwood & Palmer
Missouri
$2.62M
KWS
2567
Keystone Wealth Services
California
$2.62M
YWM
2568
Yukon Wealth Management
Kansas
$2.62M
B
2569
Birchbrook
Maine
$2.61M
BAM
2570
Bayview Asset Management
Florida
$2.61M
FM
2571
Freemont Management
Switzerland
$2.61M
VCM
2572
Virtue Capital Management
Tennessee
$2.61M
SFM
2573
Signet Financial Management
New Jersey
$2.6M
WSA
2574
Warm Springs Advisors
California
$2.6M
W
2575
Wealthquest
Ohio
$2.59M