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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
GPA
2726
Garrison Point Advisors
California
$2.22M
RPGK
2727
Retirement Planning Group (Kansas)
Kansas
$2.22M
AAIM
2728
Asset Advisors Investment Management
Georgia
$2.22M
HAS
2729
HBW Advisory Services
California
$2.22M
FOA
2730
Five Oceans Advisors
California
$2.21M
OL
2731
OneFund LLC
Florida
$2.21M
VCM
2732
Vivaldi Capital Management
Illinois
$2.21M
BCP
2733
Berkeley Capital Partners
Georgia
$2.21M
IIM
2734
InTrack Investment Management
Vermont
$2.21M
CASB
2735
Cape Ann Savings Bank
Massachusetts
$2.2M
AFG
2736
ABLE Financial Group
Arizona
$2.2M
SIC
2737
Sterling Investment Counsel
New York
$2.19M
PWM
2738
Palacios Wealth Management
Florida
$2.19M
SRA
2739
Secured Retirement Advisors
Minnesota
$2.19M
KCFA
2740
Key Client Fiduciary Advisors
New Jersey
$2.19M
FCM
2741
Fieldview Capital Management
Michigan
$2.19M
MAC
2742
Mason & Associates (California)
California
$2.18M
SC
2743
Saiph Capital
New Jersey
$2.18M
MWPCG
2744
Measured Wealth Private Client Group
New Hampshire
$2.18M
SAA
2745
Southeast Asset Advisors
Georgia
$2.18M
BF
2746
bLong Financial
Tennessee
$2.18M
TNAM
2747
Terra Nova Asset Management
New York
$2.18M
RCM
2748
Raleigh Capital Management
North Carolina
$2.18M
MFG
2749
Menard Financial Group
Texas
$2.18M
DFS
2750
Dixon Fnancial Services
California
$2.17M