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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
CP
3451
Creekside Partners
California
$946K
ACC
3452
Acorn Creek Capital
Colorado
$946K
CHA
3453
Cooper/Haims Advisors
New York
$945K
WAG
3454
Wallace Advisory Group
California
$941K
PWM
3455
Prosperity Wealth Management
California
$939K
MF
3456
Montis Financial
Massachusetts
$937K
SLA
3457
Silver Lake Advisory
Utah
$936K
TI
3458
Truepoint Inc
Ohio
$935K
WFA
3459
WestHill Financial Advisors
California
$932K
WFS
3460
WealthGarden F.S.
California
$931K
WFM
3461
Wolff Financial Management
Michigan
$931K
CA
3462
Capital Advantage
California
$930K
WCG
3463
Weaver Consulting Group
California
$929K
WAOI
3464
Wealth Advisors of Iowa
Iowa
$928K
TFIPS
3465
Towarzystwo Funduszy Inwestycyjnych PZU SA
$928K
HI
3466
Harrington Investments
California
$927K
SAM
3467
SP Asset Management
California
$925K
LWM
3468
LeConte Wealth Management
Tennessee
$925K
LFG
3469
Lockerman Financial Group
California
$919K
CTWM
3470
Cherry Tree Wealth Management
Minnesota
$917K
CA
3471
Clune & Associates
Illinois
$917K
YIH
3472
Y-Intercept (HK)
Hong Kong
$916K
IIM
3473
Ironwood Investment Management
Massachusetts
$914K
MJRIC
3474
Mogy Joel R Investment Counsel
California
$914K
RA
3475
Riversedge Advisors
Delaware
$913K