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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
BWA
3401
BlueSky Wealth Advisors
North Carolina
$1M
MC
3402
McCarthy & Cox
Ohio
$1M
TWM
3403
Tanager Wealth Management
United Kingdom
$1M
CNBOF
3404
City National Bank of Florida
Florida
$1M
OAM
3405
Oberweis Asset Management
Illinois
$1M
BFA
3406
Buttonwood Financial Advisors
Maryland
$999K
IIM
3407
Illumine Investment Management
Washington
$998K
GCL
3408
Gouws Capital LLC
North Carolina
$995K
LRIC
3409
Long Road Investment Counsel
Michigan
$995K
CFO
3410
Collective Family Office
Pennsylvania
$995K
BAM
3411
Bellevue Asset Management
Washington
$991K
NFTC
3412
North Forty Two & Co
Oregon
$990K
EC
3413
EdgeRock Capital
Colorado
$990K
QPW
3414
Quantum Private Wealth
Florida
$989K
ADBIC
3415
A.D. Beadell Investment Counsel
Wisconsin
$984K
VW
3416
Vance Wealth
California
$983K
CIA
3417
Cape Investment Advisory
Georgia
$980K
ACA
3418
Ackerman Capital Advisors
Texas
$979K
OWM
3419
OneAscent Wealth Management
Alabama
$978K
LFA
3420
Laraway Financial Advisors
Minnesota
$978K
CCM
3421
Charter Capital Management
Wisconsin
$977K
PCFFS
3422
Pacific Center for Financial Services
California
$975K
KWM
3423
KFG Wealth Management
Indiana
$975K
BTC
3424
Bank & Trust Company
Illinois
$973K
GWM
3425
Glass Wealth Management
Texas
$972K