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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
RMC
3501
Ring Mountain Capital
California
$889K
DO
3502
denkapparat Operations
Germany
$889K
ACM
3503
Absolute Capital Management
Pennsylvania
$889K
IAG
3504
Investmark Advisory Group
Connecticut
$887K
BWM
3505
BCS Wealth Management
Tennessee
$886K
AWA
3506
Aletheian Wealth Advisors
Washington
$885K
PPC
3507
Pennington Partners & Co
Maryland
$884K
AA
3508
Alpha Advisors
Virginia
$883K
TPW
3509
Tiller Private Wealth
Pennsylvania
$881K
HFS
3510
Hughes Financial Services
Virginia
$879K
SL
3511
Summitry LLC
California
$878K
PCMC
3512
Paragon Capital Management (Colorado)
Colorado
$878K
AFA
3513
Allium Financial Advisors
Oregon
$878K
AWM
3514
Allen Wealth Management
North Carolina
$874K
IP
3515
Isthmus Partners
Wisconsin
$873K
EFG
3516
Elios Financial Group
Ohio
$873K
GAA
3517
Global Assets Advisory
Florida
$872K
DWM
3518
DecisionMap Wealth Management
Virginia
$872K
PIC
3519
Portland Investment Counsel
Ontario, Canada
$870K
AS
3520
Altshuler Shaham
Israel
$870K
BAM
3521
BOCHK Asset Management
Hong Kong
$870K
RSWA
3522
Robinson Smith Wealth Advisors
Maine
$869K
HWA
3523
Hillcrest Wealth Advisors
New Jersey
$868K
AWP
3524
Abacus Wealth Partners
California
$867K
FFWM
3525
Future Financial Wealth Management
Ohio
$866K