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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
FMN
2576
Financial Management Network
California
$2.59M
BSI
2577
Bennett Selby Investments
Maine
$2.59M
CH
2578
Cromwell Holdings
Wyoming
$2.58M
GDP
2579
Great Diamond Partners
Maine
$2.58M
KLWA
2580
Kelly Lawrence W & Associates
California
$2.58M
YDMI
2581
Y.D. More Investments
Israel
$2.58M
TWP
2582
Total Wealth Planning
Ohio
$2.58M
CCA
2583
Childress Capital Advisors
Texas
$2.58M
SSWM
2584
Strait & Sound Wealth Management
California
$2.58M
WIA
2585
Westbourne Investment Advisors
Maryland
$2.58M
WP
2586
Westmount Partners
California
$2.58M
WLPWM
2587
Walled Lake Planning & Wealth Management
Illinois
$2.57M
CA
2588
Corrado Advisors
New Jersey
$2.57M
PA
2589
Prossimo Advisors
California
$2.56M
SSA
2590
South Street Advisors
New York
$2.55M
UCB
2591
United Community Bank
South Carolina
$2.55M
HFAS
2592
Hummer Financial Advisory Services
Illinois
$2.55M
TRIA
2593
Trail Ridge Investment Advisors
Colorado
$2.55M
MIC
2594
Meridian Investment Counsel
California
$2.55M
FRA
2595
Front Row Advisors
California
$2.55M
OC
2596
Oarsman Capital
Wisconsin
$2.54M
WMA
2597
Wealth Management Associates
New Jersey
$2.53M
OPOWM
2598
One Plus One Wealth Management
Florida
$2.53M
SC
2599
Stephens Consulting
Michigan
$2.52M
BFG
2600
Bouchey Financial Group
New York
$2.52M