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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
FWP
3426
Firethorn Wealth Partners
Georgia
$971K
ACM
3427
AUA Capital Management
Pennsylvania
$969K
OWA
3428
Outlook Wealth Advisors
Texas
$966K
IWA
3429
IVC Wealth Advisors
Pennsylvania
$965K
FA
3430
Forefront Analytics
Pennsylvania
$963K
MAM
3431
Mullooly Asset Management
New Jersey
$963K
FA
3432
Fiducient Advisors
Illinois
$963K
ONSWM
3433
Old North State Wealth Management
North Carolina
$962K
RFA
3434
Reyes Financial Architecture
California
$962K
EFG
3435
Ehrlich Financial Group
California
$961K
FAM
3436
Fairtree Asset Management
South Africa
$955K
FCT
3437
First Community Trust
Iowa
$954K
I2I
3438
Insight 2811 Inc
Illinois
$954K
UWP
3439
Uniting Wealth Partners
Kansas
$954K
PWM
3440
Partners Wealth Management
California
$954K
PWM
3441
Puff Wealth Management
New Jersey
$953K
AZ
3442
Alpha Zero
Florida
$953K
CIA
3443
Cascade Investment Advisors
Oregon
$952K
LIA
3444
LifePlan Investment Advisors
North Carolina
$951K
RC
3445
Rovin Capital
Arizona
$950K
EWP
3446
Elevation Wealth Partners
California
$949K
RWM
3447
RBA Wealth Management
California
$949K
AGA
3448
Arkos Global Advisors
Texas
$948K
1WM
3449
1858 Wealth Management
Ohio
$947K
OTPPB
3450
Ontario Teachers' Pension Plan Board
Ontario, Canada
$947K