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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
TA
3126
TrueWealth Advisors
Alabama
$1.41M
HCM
3127
Hutchinson Capital Management
California
$1.41M
PC
3128
PhiloSmith Capital
Connecticut
$1.41M
VAMG
3129
Voisard Asset Management Group
Michigan
$1.4M
GC
3130
GatePass Capital
Ohio
$1.4M
KWM
3131
Keebeck Wealth Management
Illinois
$1.4M
MCM
3132
McDonough Capital Management
Florida
$1.4M
MAG
3133
MRA Advisory Group
New Jersey
$1.4M
PPW
3134
Pasadena Private Wealth
California
$1.4M
AAG
3135
Armstrong Advisory Group
Massachusetts
$1.39M
SPP
3136
Single Point Partners
Massachusetts
$1.39M
HSG
3137
Helen Stephens Group
Texas
$1.39M
RWI
3138
Red Wave Investments
Pennsylvania
$1.39M
LIM
3139
Longfellow Investment Management
Massachusetts
$1.39M
NED
3140
Nancy E. Dempze
$1.38M
WJA
3141
Willis Johnson & Associates
Texas
$1.38M
WWM
3142
Wagner Wealth Management
South Carolina
$1.37M
EA
3143
Enclave Advisors
Texas
$1.37M
RW
3144
RVW Wealth
California
$1.37M
RPCONE
3145
Retirement Planning Company of New England
Rhode Island
$1.36M
FP
3146
Fiduciary Planning
Florida
$1.36M
LRIA
3147
Leonard Rickey Investment Advisors
Washington
$1.36M
MF
3148
Manchester Financial
California
$1.36M
BFAG
3149
Blackston Financial Advisory Group
Florida
$1.36M
BW
3150
Blalock Williams
Alabama
$1.36M