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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
RMCM
3226
Reynders McVeigh Capital Management
Massachusetts
$1.23M
GCM
3227
Gibraltar Capital Management
Oklahoma
$1.23M
FDW
3228
Fourth Dimension Wealth
Ohio
$1.23M
GA
3229
GSG Advisors
New Jersey
$1.22M
RHDIC
3230
R.H. Dinel Investment Counsel
California
$1.22M
CCP
3231
Carmel Capital Partners
California
$1.22M
AWAP
3232
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M
AWM
3233
Ariadne Wealth Management
California
$1.22M
TIM
3234
Tevis Investment Management
Texas
$1.22M
RGC
3235
Roberts, Glore & Co
Illinois
$1.22M
TFG
3236
Taylor Financial Group
Virginia
$1.22M
HA
3237
Helium Advisors
Washington
$1.21M
LK
3238
Lumbard & Kellner
New Hampshire
$1.21M
DMBA
3239
Deseret Mutual Benefit Administrators
Utah
$1.21M
BFF
3240
Byrne Financial Freedom
Massachusetts
$1.21M
LC
3241
Landaas & Company
Wisconsin
$1.21M
SAM
3242
S.A. Mason
Michigan
$1.21M
BA
3243
Bluesphere Advisors
Pennsylvania
$1.2M
MIM
3244
Merrion Investment Management
New Jersey
$1.2M
MWM
3245
Maripau Wealth Management
Indiana
$1.2M
TFCP
3246
Twin Focus Capital Partners
Massachusetts
$1.2M
CMAI
3247
Capital Management Associates Inc
Minnesota
$1.19M
CSWG
3248
Cardinal Strategic Wealth Guidance
Kentucky
$1.19M
IAG
3249
Investment Advisory Group
Massachusetts
$1.19M
PAWA
3250
Palo Alto Wealth Advisors
California
$1.19M