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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
BRWM
3376
Blue Rock Wealth Management
North Carolina
$1.03M
CCG
3377
Coastwise Capital Group
California
$1.03M
BWM
3378
BankPlus Wealth Management
Mississippi
$1.03M
Fuller & Thaler Asset Management
3379
Fuller & Thaler Asset Management
California
$1.02M
CFAM
3380
Center For Asset Management
Florida
$1.02M
CIA
3381
Compass Ion Advisors
Pennsylvania
$1.02M
ISFAN
3382
Investor's Fiduciary Advisor Network
Washington
$1.02M
WIM
3383
Warwick Investment Management
Texas
$1.02M
MWA
3384
Motive Wealth Advisors
Michigan
$1.02M
HC
3385
Hourglass Capital
Texas
$1.02M
DSAM
3386
Dock Street Asset Management
Florida
$1.02M
PP
3387
Postrock Partners
Oregon
$1.02M
WI
3388
WJ Interests
Texas
$1.01M
RW
3389
Rede Wealth
Virginia
$1.01M
MWM
3390
Maltin Wealth Management
New Jersey
$1.01M
OP
3391
ORG Partners
Indiana
$1.01M
SAF
3392
Smith Anglin Financial
Texas
$1.01M
TWM
3393
TCFG Wealth Management
California
$1.01M
FCM
3394
Firestone Capital Management
Florida
$1.01M
WF
3395
Whelan Financial
California
$1.01M
WCWM
3396
Willow Creek Wealth Management
California
$1.01M
SC
3397
Sierra Capital
Florida
$1.01M
PA
3398
Persium Advisors
Georgia
$1M
AWM
3399
Abound Wealth Management
Tennessee
$1M
LA
3400
Lifeworks Advisors
Michigan
$1M