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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
SRL
3576
Scientech Research LLC
New Jersey
$823K
AIS
3577
American Investment Services
Massachusetts
$822K
MPIA
3578
Milestones Private Investment Advisors
New York
$821K
IWM
3579
Integris Wealth Management
California
$820K
SWGC
3580
Summit Wealth Group (Colorado)
Colorado
$819K
AFG
3581
Arkansas Financial Group
Arkansas
$814K
BWM
3582
Brown Wealth Management
Illinois
$813K
CW
3583
Code Waechter
Florida
$813K
PAG
3584
Paladin Advisory Group
Iowa
$812K
MPAM
3585
Murphy Pohlad Asset Management
Minnesota
$812K
MIM
3586
Morningstar Investment Management
Illinois
$811K
KCIC
3587
Kuhn & Co Investment Counsel
Illinois
$811K
SHF
3588
Safe Harbor Fiduciary
Florida
$810K
NIWA
3589
New Insight Wealth Advisors
California
$809K
SWG
3590
Summit Wealth Group
Vermont
$807K
MWM
3591
Mindset Wealth Management
Indiana
$806K
ASG
3592
Ariston Services Group
California
$805K
OFO
3593
OneAscent Family Office
Alabama
$805K
KBG
3594
Kahn Brothers Group
New York
$805K
PG
3595
Prostatis Group
Maryland
$804K
OAM
3596
Oxford Asset Management
United Kingdom
$803K
AFP
3597
Alpha Financial Partners
Kentucky
$803K
FI
3598
Financial Insights
Washington
$803K
VC
3599
Veery Capital
Delaware
$800K
BBA
3600
Braun-Bostich & Associates
Pennsylvania
$799K