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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
LWP
2751
LeClair Wealth Partners
Ohio
$2.17M
PFS
2752
Physicians Financial Services
North Carolina
$2.17M
OPWM
2753
Oakwell Private Wealth Management
Texas
$2.16M
CP
2754
Covenant Partners
Tennessee
$2.16M
MAM
2755
McLean Asset Management
Virginia
$2.16M
GWM
2756
Gibbs Wealth Management
Georgia
$2.16M
AWM
2757
Aviso Wealth Management
Washington
$2.15M
KCM
2758
KRS Capital Management
Michigan
$2.15M
CC
2759
Commons Capital
Massachusetts
$2.15M
AIM
2760
Alhambra Investment Management
Florida
$2.14M
RHIG
2761
R.H. Investment Group
Arizona
$2.14M
BWM
2762
Bulltick Wealth Management
Florida
$2.14M
BF
2763
Brucke Financial
Indiana
$2.14M
GWP
2764
Gen-Wealth Partners
Michigan
$2.14M
HWA
2765
Heartwood Wealth Advisors
Virginia
$2.13M
SA
2766
Sovran Advisors
California
$2.13M
ACM
2767
Armbruster Capital Management
New York
$2.13M
BDF
2768
Black Diamond Financial
Maryland
$2.12M
OFW
2769
Omnia Family Wealth
Florida
$2.12M
CIA
2770
Cladis Investment Advisory
Montana
$2.12M
PFG
2771
Prosperity Financial Group
California
$2.11M
CF
2772
Claris Financial
Virginia
$2.11M
EIA
2773
Edgemoor Investment Advisors
Maryland
$2.1M
RLWM
2774
RF&L Wealth Management
Massachusetts
$2.1M
ACP
2775
Argyle Capital Partners
California
$2.09M