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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
FFM
3326
Flagstone Financial Management
Nebraska
$1.1M
AWS
3327
Arkfeld Wealth Strategies
Nebraska
$1.09M
DEM
3328
Disciplined Equity Management
Florida
$1.09M
BDLIB
3329
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.09M
GCM
3330
Galibier Capital Management
Ontario, Canada
$1.09M
PC
3331
Port Capital
Illinois
$1.09M
PAW
3332
Plan A Wealth
Nebraska
$1.09M
WPW
3333
Watershed Private Wealth
Illinois
$1.08M
RG
3334
Renaissance Group
Kentucky
$1.08M
TWM
3335
Tripletail Wealth Management
Florida
$1.08M
HWM
3336
Howard Wealth Management
Connecticut
$1.08M
HAS
3337
Holland Advisory Services
Florida
$1.08M
VBA
3338
von Borstel & Associates
Oregon
$1.08M
NI
3339
NCP Inc
California
$1.08M
KA
3340
KDT Advisors
New York
$1.08M
MAG
3341
Mayfair Advisory Group
Alabama
$1.07M
PSCM
3342
Per Stirling Capital Management
Texas
$1.07M
HWP
3343
Hibernia Wealth Partners
Louisiana
$1.07M
DWA
3344
Dougherty Wealth Advisers
Minnesota
$1.07M
EI
3345
Ellevest Inc
New York
$1.07M
CSI
3346
Clark & Stuart Inc
Maine
$1.07M
I
3347
InceptionR
California
$1.07M
IWP
3348
Invenio Wealth Partners
Florida
$1.07M
SPI
3349
Santori & Peters Inc
Pennsylvania
$1.07M
SWP
3350
Semus Wealth Partners
Florida
$1.07M