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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
SIM
3301
Seaview Investment Managers
Florida
$1.13M
BW
3302
Balance Wealth
Ohio
$1.13M
MSWMA
3303
Market Street Wealth Management Advisors
Indiana
$1.13M
CWA
3304
Consilio Wealth Advisors
Washington
$1.13M
CIS
3305
Custom Index Systems
New York
$1.13M
CWA
3306
CJM Wealth Advisers
Virginia
$1.13M
PHIC
3307
Pine Haven Investment Counsel
Massachusetts
$1.13M
HPM
3308
Hoxton Planning & Management
West Virginia
$1.12M
ML
3309
Mayport LLC
Massachusetts
$1.12M
NWM
3310
Nova Wealth Management
Florida
$1.12M
LCM
3311
LCM Capital Management
Illinois
$1.12M
NWMG
3312
National Wealth Management Group
Ohio
$1.11M
GCM
3313
Goldstream Capital Management
Hong Kong
$1.11M
CCA
3314
Cottonwood Capital Advisors
Utah
$1.11M
CC
3315
Cultivar Capital
Texas
$1.11M
OWA
3316
Opal Wealth Advisors
New York
$1.11M
AWM
3317
Accredited Wealth Management
Kentucky
$1.11M
PPA
3318
Pacific Point Advisors
California
$1.11M
FRM
3319
Fox Run Management
Connecticut
$1.1M
ACM
3320
Advance Capital Management
Michigan
$1.1M
IAP
3321
Indie Asset Partners
Indiana
$1.1M
CAG
3322
Curtis Advisory Group
California
$1.1M
LGWM
3323
Litman Gregory Wealth Management
California
$1.1M
WMA
3324
William Mack & Associates
Michigan
$1.1M
HB
3325
Horizon Bancorp
Indiana
$1.1M