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JPMorgan Chase

4,699 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, 2,006 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: 2,006 | Existing positions reduced: 1,990

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,699
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
FSA
3626
Financial Security Advisor
Virginia
$775K
DA
3627
Detalus Advisors
Missouri
$775K
MWM
3628
Melfa Wealth Management
Massachusetts
$773K
TCM
3629
Teza Capital Management
Illinois
$772K
HA
3630
HC Advisors
Georgia
$772K
MAM
3631
Morse Asset Management
Connecticut
$770K
FCM
3632
Fourpath Capital Management
Oklahoma
$770K
CWM
3633
Cherrydale Wealth Management
New Jersey
$769K
GB
3634
Goepper Burkhardt
South Carolina
$769K
FFG
3635
Fortress Financial Group
Minnesota
$768K
WFC
3636
Western Financial Corp
California
$766K
WCM
3637
Wedge Capital Management
North Carolina
$764K
SFC
3638
Swisher Financial Concepts
Ohio
$764K
TFO
3639
Tarbox Family Office
California
$760K
VAF
3640
Values Added Financial
District of Columbia
$758K
BW
3641
Basepoint Wealth
Iowa
$756K
CCC
3642
Compass Capital Corp
Massachusetts
$754K
BL
3643
Balentine LLC
Georgia
$754K
TCM
3644
Tuttle Capital Management
Connecticut
$752K
MAP
3645
Moody Aldrich Partners
Massachusetts
$752K
PHWM
3646
Pine Harbor Wealth Management
Maryland
$752K
HBWM
3647
Hollow Brook Wealth Management
New York
$751K
PFG
3648
Prospect Financial Group
Virginia
$749K
PDM
3649
Penn Davis McFarland
Texas
$748K
IIA
3650
ICW Investment Advisors
Arizona
$748K