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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
PWM
2626
Paulson Wealth Management
Illinois
$2.48M
CIC
2627
Cornercap Investment Counsel
Georgia
$2.48M
NA
2628
Navellier & Associates
Nevada
$2.48M
CSB
2629
City State Bank
Iowa
$2.48M
VCM
2630
Vision Capital Management
Oregon
$2.47M
PSFG
2631
Prairie Sky Financial Group
Illinois
$2.47M
IA
2632
IFG Advisors
Missouri
$2.47M
CMANY
2633
Capital Management Associates (New York)
New York
$2.46M
OCM
2634
Orion Capital Management
California
$2.46M
ANC
2635
Ames National Corp
Iowa
$2.46M
PWP
2636
Pursue Wealth Partners
California
$2.45M
BCA
2637
Bay Capital Advisors
Virginia
$2.45M
MCM
2638
Mainstream Capital Management
California
$2.45M
LA
2639
LexAurum Advisors
Kansas
$2.45M
GIM
2640
Guardian Investment Management
California
$2.45M
AF
2641
Affiance Financial
Minnesota
$2.45M
EFM
2642
Eley Financial Management
Vermont
$2.44M
SCI
2643
Stableford Capital II
Arizona
$2.44M
LFP
2644
Lakeshore Financial Planning
Michigan
$2.44M
FAG
2645
Fortitude Advisory Group
Washington
$2.44M
GFA
2646
Gallagher Fiduciary Advisors
Illinois
$2.43M
GCC
2647
Game Creek Capital
Massachusetts
$2.43M
CFGW
2648
Chancellor Financial Group WB
Pennsylvania
$2.43M
EWM
2649
Evergreen Wealth Management
Michigan
$2.43M
CWM
2650
Castle Wealth Management
Florida
$2.43M