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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
SFWC
2976
Strategic Family Wealth Counselors
New Jersey
$1.64M
CCA
2977
Carrera Capital Advisors
Michigan
$1.64M
BWA
2978
Brave Warrior Advisors
New York
$1.64M
B
2979
Barings
North Carolina
$1.64M
IPW
2980
Impact Partnership Wealth
Georgia
$1.63M
USWIA
2981
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.63M
PCA
2982
Prosperity Capital Advisors
Ohio
$1.63M
CTFG
2983
Capstone Triton Financial Group
Oklahoma
$1.63M
GWP
2984
Gateway Wealth Partners
Wisconsin
$1.63M
SMWM
2985
Silvia McColl Wealth Management
California
$1.63M
CGFA
2986
Colton Groome Financial Advisors
North Carolina
$1.62M
AG
2987
AmeriFlex Group
Nevada
$1.62M
A
2988
AlphaQuest
New York
$1.62M
AIP
2989
Almanack Investment Partners
Pennsylvania
$1.62M
MWM
2990
Manske Wealth Management
Texas
$1.62M
HS
2991
Horan Securities
United States
$1.61M
WMWM
2992
Wilkins Miller Wealth Management
Alabama
$1.61M
CAM
2993
Creekmur Asset Management
Illinois
$1.61M
FC
2994
Financial Council
Maryland
$1.61M
YIM
2995
Yoffe Investment Management
Pennsylvania
$1.61M
CC
2996
Copperleaf Capital
North Carolina
$1.61M
BWA
2997
Burt Wealth Advisors
Maryland
$1.61M
OLA
2998
Oliver Luxxe Assets
New Jersey
$1.61M
LGA
2999
Lebenthal Global Advisors
New York
$1.61M
CastleKeep Investment Advisors
3000
CastleKeep Investment Advisors
Connecticut
$1.61M