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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
LFS
3026
Legacy Financial Strategies
Kansas
$1.57M
PRP
3027
Peak Retirement Planning
Ohio
$1.57M
FPW
3028
Fairvoy Private Wealth
Alabama
$1.56M
TA
3029
Tectonic Advisors
Texas
$1.56M
LAI
3030
Legal Advantage Investments
California
$1.56M
PGF
3031
Plan Group Financial
Oklahoma
$1.56M
WB
3032
West Bancorporation
Iowa
$1.56M
SFB
3033
STAR Financial Bank
Indiana
$1.56M
PAS
3034
PKS Advisory Services
New York
$1.56M
PWM
3035
Proathlete Wealth Management
Florida
$1.55M
GSIAS
3036
Garden State Investment Advisory Services
New Jersey
$1.55M
GSAM
3037
Grant Street Asset Management
Pennsylvania
$1.55M
MWM
3038
MinichMacGregor Wealth Management
New York
$1.55M
HFA
3039
Hutchinson Financial Advisors
Virginia
$1.55M
GL
3040
Gerber LLC
Ohio
$1.55M
OFS
3041
Oldfather Financial Services
Nebraska
$1.55M
FWA
3042
FORM Wealth Advisors
Wisconsin
$1.55M
CAM
3043
Costello Asset Management
Pennsylvania
$1.55M
BW
3044
BIP Wealth
Georgia
$1.54M
LRWM
3045
Lord & Richards Wealth Management
Colorado
$1.54M
SAM
3046
Secure Asset Management
Michigan
$1.54M
JCM
3047
Jacobsen Capital Management
Utah
$1.54M
KIG
3048
Kennedy Investment Group
New Jersey
$1.54M
CAM
3049
Councilmark Asset Management
Tennessee
$1.53M
AAM
3050
AMI Asset Management
California
$1.53M