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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
FCM
3726
Fortis Capital Management
Washington
$673K
TS
3727
Tamar Securities
California
$673K
BCM
3728
Brown Capital Management
Maryland
$672K
BWS
3729
Broadway Wealth Solutions
Texas
$671K
CWMGO
3730
Capstone Wealth Management Group (Oregon)
Oregon
$670K
SWM
3731
SFG Wealth Management
Maryland
$666K
NFC
3732
Northstar Financial Companies
Pennsylvania
$665K
EMAM
3733
Encompass More Asset Management
California
$664K
Blackstone Inc
3734
Blackstone Inc
New York
$664K
SFPG
3735
Stonebridge Financial Planning Group
Florida
$663K
RIA
3736
Richwood Investment Advisors
Ohio
$663K
KIC
3737
Keating Investment Counselors
Florida
$662K
GF
3738
Gimbal Financial
Indiana
$662K
FEG
3739
Financial Enhancement Group
Indiana
$660K
DHC
3740
Drum Hill Capital
Connecticut
$660K
XPN
3741
XY Planning Network
Montana
$656K
VPP
3742
Vertex Planning Partners
Illinois
$655K
RPGNY
3743
Retirement Planning Group (New York)
New York
$655K
4A
3744
4Wealth Advisors
Illinois
$654K
JCIA
3745
Jackson Creek Investment Advisors
Colorado
$653K
TWA
3746
Tandem Wealth Advisors
Arizona
$652K
KFS
3747
Kelly Financial Services
Massachusetts
$652K
WP
3748
Waycross Partners
Kentucky
$651K
OA
3749
Oceanside Advisors
South Carolina
$651K
SM
3750
Sensible Money
Arizona
$649K