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JPMorgan Chase

4,697 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,004 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:

1.28% more ownership

Funds ownership: 70.82%72.1% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,004 | Existing positions reduced: 1,990

9% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
940
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
JC
3701
Jacobs & Co
California
$702K
BWA
3702
BlueChip Wealth Advisors
Georgia
$701K
SAM
3703
Sequent Asset Management
Texas
$701K
WWP
3704
Wise Wealth Partners
Arizona
$700K
HKAM
3705
Horizon Kinetics Asset Management
New York
$697K
PMIA
3706
Patrick Mauro Investment Advisor
Illinois
$697K
BI
3707
Beckerman Institutional
New Jersey
$696K
SCI
3708
Silver Coast Investments
United States
$694K
JTWM
3709
Jackson Thornton Wealth Management
Alabama
$693K
EGM
3710
Engineers Gate Manager
New York
$693K
WCM
3711
Wallace Capital Management
Texas
$691K
POIA
3712
Pin Oak Investment Advisors
Texas
$690K
KFS
3713
Kaizen Financial Strategies
California
$688K
KC
3714
Knuff & Co
California
$687K
PCP
3715
Panoramic Capital Partners
Oregon
$686K
WA
3716
WESPAC Advisors
California
$684K
PS
3717
Planned Solutions
California
$683K
IWP
3718
Insight Wealth Partners
Texas
$683K
RIS
3719
Richmond Investment Services
Wisconsin
$682K
WW
3720
Westshore Wealth
California
$681K
PI
3721
Parkside Investments
Illinois
$679K
GGI
3722
Godsey & Gibb Inc
Virginia
$678K
PCM
3723
Piedmont Capital Management
Montana
$675K
FPW
3724
Flywheel Private Wealth
California
$675K
LSA
3725
Lansing Street Advisors
Pennsylvania
$674K