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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
HF
3476
Holcombe Financial
Georgia
$912K
PIM
3477
Pullen Investment Management
Florida
$911K
AWA
3478
Arbor Wealth Advisors
Michigan
$910K
TCOO
3479
Trust Company of Oklahoma
Oklahoma
$910K
JLBC
3480
J.L. Bainbridge & Co
Florida
$910K
BFS
3481
Burkett Financial Services
South Carolina
$909K
HIA
3482
HTG Investment Advisors
Connecticut
$907K
RA
3483
Ruggaard & Associates
Ohio
$905K
EGWAG
3484
Elwood & Goetz Wealth Advisory Group
Georgia
$902K
CWA
3485
Clearview Wealth Advisors
Oregon
$900K
Cohen & Steers
3486
Cohen & Steers
New York
$899K
CFG
3487
Copley Financial Group
California
$899K
KPWG
3488
KFA Private Wealth Group
Virginia
$898K
MF
3489
Meridian Financial
Massachusetts
$897K
TCM
3490
TruNorth Capital Management
Michigan
$897K
WCM
3491
Washburn Capital Management
Florida
$897K
VEA
3492
Virtus ETF Advisers
New York
$897K
AF
3493
Atala Financial
California
$895K
TC
3494
Tacita Capital
Ontario, Canada
$895K
LWM
3495
LongView Wealth Management
Georgia
$893K
WAM
3496
WealthTrust Asset Management
Florida
$892K
MPW
3497
Magnolia Private Wealth
Pennsylvania
$891K
OIS
3498
OneAscent Investment Solutions
Alabama
$891K
HFM
3499
Harvest Fund Management
China
$891K
NPPM
3500
North Point Portfolio Managers
Ohio
$890K