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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
OA
3201
Operose Advisors
Wisconsin
$1.27M
CFLC
3202
California First Leasing Corp
California
$1.27M
TCM
3203
Towercrest Capital Management
Pennsylvania
$1.27M
4WM
3204
49 Wealth Management
Texas
$1.27M
NNPTE
3205
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.27M
AWMG
3206
Alliance Wealth Management Group
New Jersey
$1.26M
BC
3207
BIT Capital
Germany
$1.26M
SWP
3208
Summit Wealth Partners
Florida
$1.26M
HW
3209
Hamilton Wealth
California
$1.26M
FFL
3210
Future Fund LLC
Illinois
$1.26M
CWG
3211
Crown Wealth Group
North Carolina
$1.25M
LCG
3212
Lakeshore Capital Group
Illinois
$1.25M
ACM
3213
Aspen Capital Management
Idaho
$1.25M
MWM
3214
Maridea Wealth Management
New York
$1.25M
VFG
3215
Victory Financial Group
Texas
$1.24M
ARC
3216
Advisor Resource Council
Texas
$1.24M
SWM
3217
Silverlake Wealth Management
Vermont
$1.24M
BCG
3218
Bravias Capital Group
New Jersey
$1.24M
WA
3219
Wambolt & Associates
Colorado
$1.24M
WCFA
3220
Walkner Condon Financial Advisors
Wisconsin
$1.24M
DBRC
3221
D.B. Root & Company
Pennsylvania
$1.24M
SHFP
3222
Second Half Financial Partners
Florida
$1.24M
PCM
3223
Poehling Capital Management
Wisconsin
$1.23M
NVIM
3224
New Vernon Investment Management
Illinois
$1.23M
ACA
3225
Affinity Capital Advisors
California
$1.23M