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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
WDA
3276
Wendell David Associates
New Hampshire
$1.16M
SIAG
3277
Safeguard Investment Advisory Group
California
$1.16M
NIA
3278
NBZ Investment Advisors
Tennessee
$1.16M
SDAM
3279
Shulman DeMeo Asset Management
New York
$1.16M
HG
3280
Harbor Group
New Hampshire
$1.16M
ACM
3281
Ardent Capital Management
Ohio
$1.16M
SGWM
3282
Sterling Group Wealth Management
California
$1.16M
MAG
3283
M3 Advisory Group
Massachusetts
$1.15M
FFG
3284
Fiduciary Financial Group
California
$1.15M
TCM
3285
Tributary Capital Management
Nebraska
$1.15M
TFGT
3286
TS Financial Group (TSFG)
Illinois
$1.15M
AT
3287
Avalon Trust
New Mexico
$1.15M
NRI
3288
NFP Retirement Inc
California
$1.15M
GF
3289
GGM Financials
Ohio
$1.15M
AFW
3290
Avantra Family Wealth
Pennsylvania
$1.15M
ODIJL
3291
One Day In July LLC
Vermont
$1.15M
NP
3292
Ninepoint Partners
Ontario, Canada
$1.14M
TSS
3293
Thomas Story & Son
Indiana
$1.14M
RTC
3294
Riverview Trust Company
Washington
$1.14M
BOM
3295
Bank of Marin
California
$1.14M
WA1
3296
Wimmer Associates 1
California
$1.14M
HCP
3297
Hardin Capital Partners
South Carolina
$1.14M
TIM
3298
Total Investment Management
Arizona
$1.14M
WSWA
3299
Warren Street Wealth Advisors
California
$1.14M
EA
3300
Emerald Advisors
Washington
$1.13M