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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
GSF
3151
Grove Street Fiduciary
New Hampshire
$1.35M
DWG
3152
Darden Wealth Group
Michigan
$1.35M
SM
3153
Salzhauer Michael
$1.35M
CAM
3154
Campion Asset Management
Virginia
$1.35M
BSHC
3155
Breed's Hill Capital
Massachusetts
$1.35M
ECA
3156
Elevated Capital Advisors
Utah
$1.34M
HC
3157
Hara Capital
Washington
$1.34M
MC
3158
Matisse Capital
Oregon
$1.34M
PIM
3159
Profit Investment Management
Maryland
$1.34M
BP
3160
BWM Planning
Texas
$1.34M
KBFS
3161
Kohmann Bosshard Financial Services
Ohio
$1.34M
NWA
3162
Navis Wealth Advisors
New York
$1.34M
CFA
3163
CWS Financial Advisors
Michigan
$1.33M
WA
3164
Westfuller Advisors
New York
$1.33M
FSC
3165
Full Sail Capital
Oklahoma
$1.32M
WF
3166
Wayfinding Financial
Washington
$1.32M
KW
3167
Keyvantage Wealth
Pennsylvania
$1.32M
CWP
3168
Curated Wealth Partners
California
$1.32M
IWA
3169
Inspirion Wealth Advisors
Illinois
$1.32M
GAM
3170
Gemmer Asset Management
California
$1.31M
S
3171
Sachetta
Massachusetts
$1.31M
HFA
3172
Highland Financial Advisors
New Jersey
$1.31M
RFP
3173
Root Financial Partners
California
$1.31M
MFG
3174
Mainsail Financial Group
Washington
$1.31M
ONST
3175
Old North State Trust
North Carolina
$1.31M