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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
AC
3251
ASB Consultores
Florida
$1.19M
KWM
3252
Kaydan Wealth Management
Michigan
$1.19M
GA
3253
Goldstein Advisors
Wisconsin
$1.19M
RIS
3254
Retirement Income Solutions
Michigan
$1.19M
DWP
3255
Destiny Wealth Partners
Florida
$1.19M
PWP
3256
Prasad Wealth Partners
Ohio
$1.19M
TC
3257
TwinBeech Capital
New York
$1.19M
DWS
3258
Discipline Wealth Solutions
South Carolina
$1.19M
DIA
3259
Davidson Investment Advisors
Montana
$1.19M
PA
3260
PSI Advisors
Florida
$1.18M
CWA
3261
CM Wealth Advisors
Ohio
$1.18M
DPI
3262
Diversified Portfolios Inc
Michigan
$1.18M
TIM
3263
Tikehau Investment Management
France
$1.18M
NFP
3264
Narus Financial Partners
Utah
$1.18M
WG
3265
Wealth Group
North Carolina
$1.18M
SC
3266
Sykon Capital
New York
$1.17M
GWAG
3267
Garrett Wealth Advisory Group
Texas
$1.17M
MWS
3268
MFA Wealth Services
California
$1.17M
HFS
3269
Hopwood Financial Services
Virginia
$1.17M
VCP
3270
Vista Capital Partners
Oregon
$1.17M
KWM
3271
Kingsman Wealth Management
Florida
$1.17M
DAM
3272
Doheny Asset Management
California
$1.17M
EI
3273
Ecofi Investissements
France
$1.16M
THL
3274
Tillman Hartley LLC
Colorado
$1.16M
GG
3275
GenWealth Group
New Jersey
$1.16M