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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
NG
3001
Northstar Group
New York
$1.61M
ATFA
3002
All Terrain Financial Advisors
Minnesota
$1.6M
MHC
3003
May Hill Capital
Massachusetts
$1.6M
NPFS
3004
Novak & Powell Financial Services
Florida
$1.6M
PWAC
3005
Private Wealth Advisors (California)
California
$1.6M
FPGK
3006
Financial Partners Group (Kansas)
Kansas
$1.6M
BF
3007
Baring Financial
Washington
$1.6M
CPA
3008
Cardiff Park Advisors
California
$1.6M
CG
3009
Clifford Group
Massachusetts
$1.6M
CG
3010
Clarus Group
Texas
$1.6M
CAIMH
3011
Central Asset Investments & Management Holdings
Hong Kong
$1.59M
FB
3012
First Bancorp
Maine
$1.59M
LPAM
3013
Lodestar Private Asset Management
California
$1.59M
CCP
3014
Cassia Capital Partners
North Carolina
$1.59M
ONGA
3015
O'Neil Global Advisors
California
$1.59M
AC
3016
Allstate Corporation
Illinois
$1.59M
PW
3017
PUREfi Wealth
Massachusetts
$1.59M
SPWM
3018
Spartan Planning & Wealth Management
North Carolina
$1.58M
SIC
3019
Sage Investment Counsel
Tennessee
$1.58M
CWM
3020
Centurion Wealth Management
Virginia
$1.58M
AHL
3021
Abel Hall LLC
Louisiana
$1.58M
CCA
3022
Cravens & Co Advisors
Tennessee
$1.57M
DM
3023
Delphi Management
Massachusetts
$1.57M
ES
3024
Eagle Strategies
New York
$1.57M
MWP
3025
Meridian Wealth Partners
Pennsylvania
$1.57M