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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
MWP
3051
Madison Wealth Partners
Wisconsin
$1.53M
LAS
3052
LWM Advisory Services
Florida
$1.53M
CNTOF
3053
Canandaigua National Trust of Florida
New York
$1.53M
SIL
3054
Severin Investments, LLC
Missouri
$1.52M
HWM
3055
Horizon Wealth Management
Illinois
$1.52M
SOW
3056
State of Wyoming
Wyoming
$1.52M
HA
3057
Hofer & Associates
California
$1.52M
AMCA
3058
Arthur M. Cohen & Associates
Illinois
$1.52M
FPL
3059
Fortress Private Ledger
North Carolina
$1.51M
KL
3060
KilterHowling LLC
Colorado
$1.51M
APWA
3061
Atlas Private Wealth Advisors
New Jersey
$1.51M
PGA
3062
Portland Global Advisors
Maine
$1.51M
PCM
3063
Park Capital Management
Wisconsin
$1.51M
CSI
3064
Cross Staff Investments
New York
$1.5M
CA
3065
Centerpoint Advisors
Massachusetts
$1.5M
FWI
3066
Facet Wealth Inc
Maryland
$1.5M
DG
3067
DMC Group
Alabama
$1.5M
EWS
3068
Evergreen Wealth Solutions
Pennsylvania
$1.5M
NCM
3069
Next Capital Management
New York
$1.49M
LA
3070
Latitude Advisors
Florida
$1.49M
SI
3071
Seeds Investor
New York
$1.49M
GAA
3072
Guardian Asset Advisors
Pennsylvania
$1.49M
SCM
3073
Sterneck Capital Management
Missouri
$1.49M
LWM
3074
Lionsbridge Wealth Management
Florida
$1.49M
EL
3075
EWA LLC
Pennsylvania
$1.49M