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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
HIS
3526
Harvest Investment Services
Illinois
$865K
FA
3527
FSA Advisors
Michigan
$865K
TBWA
3528
Three Bridge Wealth Advisors
California
$865K
VFP
3529
Verus Financial Partners
Virginia
$865K
BCMLT
3530
Beacon Capital Management LLC (Tennessee)
Tennessee
$864K
WFPG
3531
Waller Financial Planning Group
Ohio
$863K
BMD
3532
Better Money Decisions
New Mexico
$860K
SFC
3533
Strategic Financial Concepts
Texas
$860K
WFAG
3534
Wescott Financial Advisory Group
Pennsylvania
$860K
VWA
3535
VSM Wealth Advisory
Maryland
$859K
CWM
3536
Centricity Wealth Management
Ohio
$859K
HCWM
3537
Hidden Cove Wealth Management
Washington
$856K
TC
3538
TAGStone Capital
North Carolina
$854K
CA
3539
CapWealth Advisors
Tennessee
$851K
FF
3540
Francis Financial
$851K
TCM
3541
Thoma Capital Management
Maryland
$851K
DFA
3542
DHK Financial Advisors
New Hampshire
$850K
TA
3543
TCM Advisors
West Virginia
$849K
EIM
3544
Essex Investment Management
Massachusetts
$847K
IQI
3545
Integrated Quantitative Investments
Washington
$847K
FFL
3546
Financial Freedom LLC
Ohio
$846K
HIW
3547
Holos Integrated Wealth
Pennsylvania
$845K
WIA
3548
Wealthedge Investment Advisors
New York
$845K
MMCM
3549
Murphy & Mullick Capital Management
New York
$844K
MPCL
3550
My Personal CFO LLC
Washington
$844K