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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
TWM
2776
Thrive Wealth Management
Pennsylvania
$2.09M
NJIM
2777
Nabity-Jensen Investment Management
Nebraska
$2.09M
SLG
2778
Stanley-Laman Group
Pennsylvania
$2.09M
G
2779
GenTrust
Florida
$2.09M
VC
2780
Veracity Capital
Georgia
$2.08M
EM
2781
ELCO Management
New York
$2.08M
TC
2782
Trilogy Capital
California
$2.07M
OIM
2783
Orca Investment Management
Oregon
$2.07M
FIM
2784
Freedom Investment Management
Connecticut
$2.07M
CPG
2785
Cornerstone Planning Group
New Jersey
$2.07M
TWPM
2786
Total Wealth Planning & Management
Florida
$2.07M
GWSG
2787
GPS Wealth Strategies Group
Colorado
$2.06M
AWG
2788
Altus Wealth Group
Colorado
$2.06M
KA
2789
Kozak & Associates
Colorado
$2.06M
RWM
2790
Revisor Wealth Management
Ohio
$2.06M
RWM
2791
Riverbend Wealth Management
South Carolina
$2.05M
MW
2792
Maia Wealth
Colorado
$2.05M
RIM
2793
Redwood Investment Management
Arizona
$2.05M
SPI
2794
Sutton Place Investors
New York
$2.05M
RB
2795
Renasant Bank
Mississippi
$2.05M
TWA
2796
Talisman Wealth Advisors
New Jersey
$2.05M
AGA
2797
Accuvest Global Advisors
Utah
$2.04M
FC
2798
Fairscale Capital
New Hampshire
$2.04M
HP
2799
Holistic Planning
Texas
$2.04M
RL
2800
Ruffer LLP
United Kingdom
$2.03M