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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
CFC
3751
Coyle Financial Counsel
Illinois
$648K
TAM
3752
TCP Asset Management
Ohio
$647K
MCM
3753
M1 Capital Management
Michigan
$647K
M
3754
MATAURO
New York
$646K
WI
3755
Wedgewood Investors
Pennsylvania
$646K
OFP
3756
OLIO Financial Planning
Virginia
$645K
SFC
3757
Sprinkle Financial Consultants
Colorado
$642K
SWM
3758
Selective Wealth Management
Virginia
$642K
WWA
3759
Wisconsin Wealth Advisors
Wisconsin
$642K
STB
3760
S&T Bank
Pennsylvania
$641K
BA
3761
Brightwater Advisory
Florida
$640K
SO
3762
Sierra Ocean
California
$640K
SCA
3763
Southern Capital Advisors
Tennessee
$639K
RP
3764
Riverwater Partners
Wisconsin
$638K
SCM
3765
Stonebridge Capital Management
California
$638K
IFO
3766
Independent Family Office
New York
$638K
KWA
3767
Kellett Wealth Advisors
Ohio
$637K
HIF
3768
Hill Island Financial
Michigan
$635K
ICM
3769
Intrepid Capital Management
Florida
$635K
IVP
3770
Intrinsic Value Partners
Arizona
$634K
LIA
3771
Luken Investment Analytics
Tennessee
$633K
VCWA
3772
Vanguard Capital Wealth Advisors
Colorado
$633K
GC
3773
Guidance Capital
Kentucky
$633K
MFS
3774
McNamara Financial Services
Massachusetts
$632K
FWM
3775
FSA Wealth Management
Massachusetts
$632K