JPM icon

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
CAS
2701
CTC Alternative Strategies
Illinois
$2.31M
HI
2702
Hendershot Investments
Virginia
$2.3M
LI
2703
LVZ Inc
Michigan
$2.3M
FNBTCON
2704
First National Bank & Trust Co of Newtown
Pennsylvania
$2.3M
PG
2705
Proffitt & Goodson
Tennessee
$2.29M
MA
2706
MBA Advisors
Pennsylvania
$2.29M
NWM
2707
Northwest Wealth Management
Iowa
$2.29M
EFA
2708
Edge Financial Advisors
Illinois
$2.29M
JWA
2709
JFS Wealth Advisors
Pennsylvania
$2.29M
TT
2710
TI-Trust
Illinois
$2.28M
RWP
2711
Ridgecrest Wealth Partners
California
$2.28M
TIP
2712
Tandem Investment Partners
New Jersey
$2.27M
MMM
2713
Mendel Money Management
Illinois
$2.26M
MP
2714
Moment Partners
California
$2.26M
PPWM
2715
Paragon Private Wealth Management
Kentucky
$2.25M
AIA
2716
Armor Investment Advisors
North Carolina
$2.25M
FG
2717
Foster Group
Iowa
$2.24M
BCM
2718
Birmingham Capital Management
Alabama
$2.24M
TWM
2719
TriaGen Wealth Management
California
$2.24M
SR
2720
Syntax Research
Florida
$2.24M
FCG
2721
Fielder Capital Group
Tennessee
$2.24M
AGC
2722
Aspen Grove Capital
Colorado
$2.23M
ZI
2723
ZEGA Investments
Florida
$2.23M
CAM
2724
Clark Asset Management
New Hampshire
$2.23M
GPI
2725
General Partner Inc
Pennsylvania
$2.22M