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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
IW
2901
IronOak Wealth
Texas
$1.79M
WWC
2902
Waypoint Wealth Counsel
Georgia
$1.79M
SCA
2903
St. Clair Advisors
Ohio
$1.79M
BWM
2904
Baron Wealth Management
Michigan
$1.78M
Optiver Holding
2905
Optiver Holding
Netherlands
$1.78M
SPF
2906
South Plains Financial
Texas
$1.78M
DOA
2907
D'Orazio & Associates
Virginia
$1.78M
BRG
2908
Bay Rivers Group
Virginia
$1.78M
SFG
2909
Seamount Financial Group
Colorado
$1.77M
5SA
2910
5th Street Advisors
Connecticut
$1.77M
GTAM
2911
Global Trust Asset Management
Florida
$1.77M
SL
2912
Sentry LLC
Tennessee
$1.77M
MWP
2913
Momentum Wealth Planning
Florida
$1.77M
MEAC
2914
M.E. Allison & Co
Texas
$1.76M
ITFISA
2915
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.76M
SFM
2916
Systematic Financial Management
New Jersey
$1.76M
HFS
2917
Howard Financial Services
Texas
$1.76M
RIA
2918
Realta Investment Advisors
Delaware
$1.76M
IC
2919
Iconiq Capital
California
$1.76M
RL
2920
Rogco LP
Oklahoma
$1.76M
HCA
2921
Heck Capital Advisors
Wisconsin
$1.76M
CPA
2922
Capital Planning Advisors
California
$1.76M
BCM
2923
BluePath Capital Management
Georgia
$1.76M
CIM
2924
Corda Investment Management
Texas
$1.75M
CA
2925
Crumly & Associates
Illinois
$1.75M