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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
SXL
3176
Summit X LLC
Missouri
$1.3M
T
3177
Transce3nd
Texas
$1.3M
GOCP
3178
Great Oak Capital Partners
Massachusetts
$1.3M
OPTFSNA
3179
Old Point Trust & Financial Services N A
Virginia
$1.3M
SPWG
3180
Sage Private Wealth Group
Illinois
$1.3M
MCM
3181
Mattern Capital Management
Colorado
$1.3M
WFA
3182
Wellspring Financial Advisors
Ohio
$1.29M
ATS
3183
Ashton Thomas Securities
New York
$1.29M
ABLA
3184
Alan B. Lancz & Associates
Ohio
$1.29M
CWM
3185
Challenger Wealth Management
California
$1.29M
PA
3186
Probity Advisors
Texas
$1.29M
NWA
3187
New World Advisors
Massachusetts
$1.29M
BSTWA
3188
Blake Schutter Theil Wealth Advisors
Ohio
$1.29M
RCM
3189
Requisite Capital Management
Texas
$1.29M
TA
3190
TPG Advisors
Illinois
$1.28M
WA
3191
Wealthstream Advisors
New York
$1.28M
EBSAM
3192
Eubel Brady & Suttman Asset Management
Ohio
$1.28M
LGG
3193
Luts & Greenleigh Group
Maryland
$1.28M
FNC
3194
First National Corp
Massachusetts
$1.28M
BDA
3195
Borer Denton & Associates
Pennsylvania
$1.28M
HWM
3196
Hassell Wealth Management
Louisiana
$1.28M
FC
3197
FCA Corp
Texas
$1.28M
BA
3198
BCM Advisors
Louisiana
$1.28M
SCM
3199
SKBA Capital Management
California
$1.27M
CCA
3200
Clearwater Capital Advisors
Illinois
$1.27M