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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
WDG
2851
Wealth Dimensions Group
Ohio
$1.9M
AWA
2852
AGH Wealth Advisors
Kansas
$1.89M
Wolverine Trading
2853
Wolverine Trading
Illinois
$1.89M
SC
2854
Solstein Capital
California
$1.89M
FGA
2855
Fortis Group Advisors
New Jersey
$1.89M
EWA
2856
Evolution Wealth Advisors
Florida
$1.88M
SDWMA
2857
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.88M
CCAM
2858
Cascades Capital Asset Management
North Carolina
$1.88M
FFA
2859
Fi3 Financial Advisors
Indiana
$1.87M
GHAM
2860
Gilman Hill Asset Management
Connecticut
$1.87M
VFPW
2861
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.87M
AWM
2862
Atticus Wealth Management
Florida
$1.87M
Fiera Capital (Canada)
2863
Fiera Capital (Canada)
Quebec, Canada
$1.87M
SFS
2864
Symphony Financial Services
Ohio
$1.87M
RWPA
2865
Richard W. Paul & Associates
Michigan
$1.87M
VP
2866
Verum Partners
North Carolina
$1.86M
AWM
2867
AllSquare Wealth Management
New York
$1.86M
FFA
2868
Frazier Financial Advisors
Ohio
$1.86M
WIM
2869
Westside Investment Management
California
$1.86M
SWIG
2870
Strategic Wealth Investment Group
Kentucky
$1.85M
WC
2871
Westerkirk Capital
$1.85M
DIP
2872
Davis Investment Partners
North Carolina
$1.85M
KFS
2873
Keynote Financial Services
Connecticut
$1.84M
CAGAS
2874
Capital Advisory Group Advisory Services
Minnesota
$1.84M
MFGM
2875
Marshall Financial Group (Maryland)
Maryland
$1.84M