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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
1W
3351
1776 Wealth
Georgia
$1.07M
NC
3352
North Capital
Utah
$1.07M
PCI
3353
Planning Center Inc
Illinois
$1.07M
RA
3354
Rise Advisors
New York
$1.06M
RA
3355
Rational Advisors
New York
$1.06M
WCP
3356
Wealthcare Capital Partners
Pennsylvania
$1.06M
BBPWM
3357
Blue Bell Private Wealth Management
Pennsylvania
$1.06M
MWM
3358
MBE Wealth Management
Wisconsin
$1.05M
FWA
3359
Flagship Wealth Advisors
Massachusetts
$1.05M
KOC
3360
Koss-Olinger Consulting
Florida
$1.05M
GPWM
3361
Grant Private Wealth Management
California
$1.05M
CFP
3362
Cascade Financial Partners
California
$1.05M
TFA
3363
Tranquilli Financial Advisor
New Jersey
$1.05M
HNWA
3364
Henrickson Nauta Wealth Advisors
Michigan
$1.05M
GFWA
3365
Grey Fox Wealth Advisors
Delaware
$1.05M
HI
3366
Humankind Investments
New York
$1.04M
SC
3367
Summa Corp
Texas
$1.04M
CF
3368
Cyr Financial
Illinois
$1.04M
SI
3369
Stonekeep Investments
New Mexico
$1.04M
JF
3370
Joule Financial
Kentucky
$1.04M
BFS
3371
BridgePort Financial Solutions
Iowa
$1.04M
ACA
3372
American Capital Advisory
Idaho
$1.04M
SWM
3373
SilverOak Wealth Management
Minnesota
$1.04M
MCM
3374
Magnolia Capital Management
New York
$1.04M
PCM
3375
Presidio Capital Management
California
$1.03M