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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
SFG
2926
Sunburst Financial Group
Alabama
$1.75M
TWM
2927
Topsail Wealth Management
North Carolina
$1.74M
IPAM
2928
Investment Partners Asset Management
New Jersey
$1.74M
ATI
2929
ARK & TLK Investments
Oklahoma
$1.74M
FC
2930
Fjell Capital
North Dakota
$1.74M
CBUSF
2931
Construction & Building Unions Superannuation Fund
Australia
$1.74M
HAI
2932
Hennessy Advisors Inc
California
$1.74M
MWM
2933
MFG Wealth Management
Indiana
$1.74M
SFP
2934
Sandbox Financial Partners
Maryland
$1.74M
OW
2935
Olistico Wealth
Oklahoma
$1.74M
GHA
2936
Granite Harbor Advisors
Texas
$1.73M
YAVAPFMC
2937
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.73M
AFT
2938
Alpha Family Trust
California
$1.72M
GIP
2939
Greatmark Investment Partners
Georgia
$1.72M
WAG
2940
Windsor Advisory Group
Ohio
$1.72M
HC
2941
Hurley Capital
New York
$1.72M
CFG
2942
Carr Financial Group
Massachusetts
$1.71M
NCTC
2943
New Covenant Trust Company
Indiana
$1.71M
BAG
2944
Bridgewealth Advisory Group
California
$1.7M
DWM
2945
Dogwood Wealth Management
Kansas
$1.7M
PWM
2946
PBMares Wealth Management
Virginia
$1.7M
GITFIT
2947
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.7M
BPFA
2948
Barnes Pettey Financial Advisors
Mississippi
$1.69M
CICI
2949
Capital Investment Counsel Inc
North Carolina
$1.69M
HWMG
2950
Hurlow Wealth Management Group
Indiana
$1.69M