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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
FPCG
3776
Forum Private Client Group
Indiana
$631K
SCA
3777
Sage Capital Advisors
South Dakota
$631K
HAM
3778
Hickory Asset Management
Ohio
$630K
TE
3779
Tema ETFs
New York
$630K
DWM
3780
Darwin Wealth Management
Florida
$629K
T
3781
Tableaux
Massachusetts
$628K
AFS
3782
Anderson Financial Strategies
Ohio
$627K
TPWA
3783
Twin Peaks Wealth Advisors
California
$627K
CP
3784
Castleview Partners
Texas
$626K
BAMG
3785
Brand Asset Management Group
Missouri
$626K
WA
3786
Waterford Advisors
New York
$625K
RC
3787
Rexford Capital
Texas
$625K
KFG
3788
Kingdom Financial Group
Arizona
$624K
GCWM
3789
Graham Capital Wealth Management
District of Columbia
$624K
RSF
3790
Rik Saylor Financial
Ohio
$624K
GPW
3791
Genesis Private Wealth
Virginia
$624K
GSCML
3792
Greenfield Seitz Capital Management, LLC
Texas
$623K
BFG
3793
Birch Financial Group
New Hampshire
$622K
RWRC
3794
R.W. Roge & Company
New York
$622K
CCP
3795
Clarkston Capital Partners
Michigan
$622K
WPW
3796
Warther Private Wealth
Ohio
$620K
OAS
3797
Optivise Advisory Services
Tennessee
$620K
AR
3798
Apeiron RIA
Texas
$618K
IA
3799
IMZ Advisory
Florida
$617K
AWP
3800
Axis Wealth Partners
Rhode Island
$615K