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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
WH
3101
Willner & Heller
California
$1.45M
SC
3102
Steph & Co
Wisconsin
$1.44M
OPW
3103
Oxler Private Wealth
New York
$1.44M
MG
3104
McHugh Group
Ohio
$1.44M
EIA
3105
Eldridge Investment Advisors
New Hampshire
$1.44M
BIMC
3106
Benson Investment Management Company
Virginia
$1.44M
NMG
3107
New Millennium Group
Utah
$1.43M
SL
3108
Salomon & Ludwin
Virginia
$1.43M
WC
3109
Westhampton Capital
North Carolina
$1.43M
LWM
3110
Liberty Wealth Management
California
$1.43M
SPL
3111
Smart Portfolios LLC
Washington
$1.43M
STA
3112
Smith Thornton Advisors
Alabama
$1.42M
SIG
3113
Spinnaker Investment Group
California
$1.42M
ECM
3114
Elgethun Capital Management
South Dakota
$1.42M
SWM
3115
Shelton Wealth Management
Texas
$1.42M
THCM
3116
Taylor Hoffman Capital Management
Virginia
$1.42M
CFD
3117
Creative Financial Designs
Indiana
$1.42M
WAM
3118
WNY Asset Management
New York
$1.42M
RF
3119
Rossby Financial
Florida
$1.42M
PAA
3120
Peregrine Asset Advisers
Oregon
$1.42M
TF
3121
Trek Financial
Arizona
$1.42M
PA
3122
PFW Advisors
Georgia
$1.42M
SSCM
3123
Spectrum Strategic Capital Management
Oregon
$1.41M
MA
3124
Maxele Advisors
Missouri
$1.41M
HIG
3125
Heritage Investment Group
Florida
$1.41M