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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
BFWA
3076
Benchmark Financial Wealth Advisors
Florida
$1.48M
PW
3077
Pandora Wealth
Illinois
$1.48M
BFM
3078
Boothbay Fund Management
New York
$1.48M
V
3079
ViaWealth
Kansas
$1.48M
JF
3080
Jump Financial
Illinois
$1.48M
WRPWM
3081
Werba Rubin Papier Wealth Management
California
$1.47M
EBA
3082
Eagle Bay Advisors
New York
$1.47M
RFS
3083
Richardson Financial Services
Massachusetts
$1.47M
WAM
3084
Weinberger Asset Management
California
$1.47M
CF
3085
Copperwynd Financial
Arizona
$1.47M
TC
3086
Truvestments Capital
Florida
$1.46M
CA
3087
Cambridge Advisors
Nebraska
$1.46M
BAM
3088
Beaumont Asset Management
Texas
$1.46M
AWM
3089
Activest Wealth Management
Florida
$1.46M
RRA
3090
Round Rock Advisors
Connecticut
$1.45M
PW
3091
Paladin Wealth
Minnesota
$1.45M
APW
3092
Aurora Private Wealth
New Jersey
$1.45M
IAG
3093
Ipsen Advisor Group
Arkansas
$1.45M
GA
3094
Greenhaven Associates
New York
$1.45M
HP
3095
Holowesko Partners
Bahamas
$1.45M
JC
3096
JBF Capital
Colorado
$1.45M
IA
3097
Insight Advisors
Pennsylvania
$1.45M
ML
3098
McAdam LLC
Pennsylvania
$1.45M
GC
3099
Garde Capital
Washington
$1.45M
WAM
3100
Wallington Asset Management
Indiana
$1.45M