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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
FCIM
2951
Fairview Capital Investment Management
California
$1.69M
Harris Associates
2952
Harris Associates
Illinois
$1.68M
NFG
2953
Nadler Financial Group
Illinois
$1.68M
MWP
2954
Moller Wealth Partners
$1.68M
CIG
2955
Cascade Investment Group
Colorado
$1.68M
APC
2956
Aspire Private Capital
North Carolina
$1.68M
FDDB
2957
Fidelity D&D Bancorp
Pennsylvania
$1.68M
SWM
2958
Shakespeare Wealth Management
Wisconsin
$1.67M
PFW
2959
Petros Family Wealth
Minnesota
$1.67M
SCA
2960
Sulzberger Capital Advisors
Florida
$1.67M
RBWA
2961
RFG - Bristol Wealth Advisors
Massachusetts
$1.67M
RFW
2962
Rainier Family Wealth
Washington
$1.67M
UIM
2963
Unified Investment Management
Georgia
$1.67M
MTC
2964
McDaniel Terry & Co
Texas
$1.67M
BSG
2965
Black Swift Group
Colorado
$1.66M
BW
2966
BXM Wealth
Colorado
$1.66M
MHR
2967
Matthew Hamilton Rosenberg
$1.66M
GAM
2968
Gould Asset Management
California
$1.65M
PJWM
2969
Philip James Wealth Mangement
Georgia
$1.65M
VIA
2970
Virtus Investment Advisers
Connecticut
$1.65M
WA
2971
WealthTrust Axiom
Pennsylvania
$1.65M
RCM
2972
RMR Capital Management
California
$1.65M
LJHT
2973
Laurie J. Hall Trustee
$1.64M
EAM
2974
Evanson Asset Management
California
$1.64M
SWM
2975
Sendero Wealth Management
Texas
$1.64M