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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
GWM
3651
Gitterman Wealth Management
New Jersey
$747K
ETS
3652
ESL Trust Services
New York
$746K
C1AG
3653
Client 1st Advisory Group
Florida
$746K
MS
3654
Madden Securities
Texas
$745K
FAFN
3655
First Affirmative Financial Network
Colorado
$745K
BRA
3656
Bender Robert & Associates
California
$745K
SDH
3657
Sloy Dahl & Holst
Washington
$743K
RIP
3658
RAM Investment Partners
Washington
$741K
PA
3659
Planning Alternatives
Michigan
$740K
OPPS
3660
Obsidian Personal Planning Solutions
Maryland
$736K
DFG
3661
Dupree Financial Group
Kentucky
$736K
AFIA
3662
America First Investment Advisors
Nebraska
$733K
SFG
3663
SNS Financial Group
Minnesota
$733K
API
3664
Asset Planning Inc
California
$733K
FA
3665
FDx Advisors
Illinois
$732K
PGWM
3666
Pitti Group Wealth Management
New York
$732K
NWMG
3667
Nicholson Wealth Management Group
South Carolina
$731K
PSA
3668
Plum Street Advisors
Louisiana
$731K
SAM
3669
Strive Asset Management
Ohio
$731K
RIP
3670
Reliant Investment Partners
North Carolina
$731K
CWA
3671
Centerline Wealth Advisors
Kentucky
$729K
AI
3672
AXS Investments
New York
$727K
CTC
3673
Corundum Trust Company
South Dakota
$726K
CWM
3674
Cahaba Wealth Management
Georgia
$725K
CFS
3675
Coordinated Financial Services
Colorado
$723K