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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
SW
2676
SMART Wealth
Nebraska
$2.37M
WCAMG
2677
Woodard & Company Asset Management Group
North Carolina
$2.36M
ACMA
2678
Arbor Capital Management (Alaska)
Alaska
$2.36M
FVWA
2679
Foster Victor Wealth Advisors
South Carolina
$2.35M
AF
2680
Apollon Financial
South Carolina
$2.35M
GCM
2681
Garland Capital Management
Washington
$2.34M
EWS
2682
Eagle Wealth Strategies
New Jersey
$2.33M
PL
2683
Perpetual Ltd
Australia
$2.33M
OWA
2684
One Wealth Advisors
California
$2.33M
SPWG
2685
Syntegra Private Wealth Group
Missouri
$2.33M
AWS
2686
Aspen Wealth Strategies
Colorado
$2.33M
TIM
2687
Tortoise Investment Management
New York
$2.33M
OBGC
2688
O'Brien Greene & Co
Pennsylvania
$2.32M
PA
2689
Promethium Advisors
Maryland
$2.32M
SOS
2690
Silver Oak Securities
Tennessee
$2.32M
GCM
2691
GoodHaven Capital Management
New Jersey
$2.32M
EW
2692
Element Wealth
Mississippi
$2.32M
PFM
2693
Potomac Fund Management
Florida
$2.32M
RF
2694
Roxbury Financial
New Jersey
$2.31M
MSCM
2695
McElhenny Sheffield Capital Management
Texas
$2.31M
DIM
2696
Delta Investment Management
California
$2.31M
BIA
2697
BHK Investment Advisors
Alabama
$2.31M
SMF
2698
Scott Marsh Financial
Utah
$2.31M
LSA
2699
Lion Street Advisors
Texas
$2.31M
PCG
2700
PFC Capital Group
California
$2.31M