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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
SHFA
2801
SC&H Financial Advisors
Maryland
$2.03M
FA
2802
Fountainhead AM
New Jersey
$2.02M
LF
2803
Lantz Financial
Illinois
$2.02M
PWP
2804
Phillips Wealth Planners
Mississippi
$2.02M
SCA
2805
Sippican Capital Advisors
Massachusetts
$2.02M
AIM
2806
ARGA Investment Management
Connecticut
$2.01M
HFA
2807
High Falls Advisors
New York
$2.01M
RFG
2808
RFP Financial Group
Georgia
$2.01M
WG
2809
Winton Group
United Kingdom
$2.01M
DAM
2810
Deltec Asset Management
New York
$2.01M
GWS
2811
Greykasell Wealth Strategies
California
$2M
BPW
2812
Bingham Private Wealth
California
$2M
CFA
2813
Cahill Financial Advisors
Minnesota
$1.99M
AR
2814
Advisory Research
Illinois
$1.99M
IF
2815
Intrua Financial
Texas
$1.99M
SW
2816
Solidarity Wealth
Utah
$1.98M
ACA
2817
Atlas Capital Advisors
Wyoming
$1.98M
SFG
2818
Sovereign Financial Group
Connecticut
$1.97M
MFWP
2819
Mosaic Family Wealth Partners
Missouri
$1.97M
BWM
2820
Birchcreek Wealth Management
Ohio
$1.97M
TW
2821
Traveka Wealth
California
$1.97M
WC
2822
Winmill & Co
New York
$1.97M
TC
2823
TFR Capital
Texas
$1.97M
LIA
2824
LBMC Investment Advisors
Tennessee
$1.97M
FIA
2825
FNY Investment Advisers
New York
$1.96M