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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
BHWM
3801
Beaird Harris Wealth Management
Texas
$615K
CMBA
3802
C.M. Bidwell & Associates
Hawaii
$614K
BBWP
3803
Beacon Bridge Wealth Partners
Pennsylvania
$614K
BCB
3804
Brian C. Broderick
$612K
FIC
3805
Family Investment Center
Missouri
$612K
CPW
3806
Catalyst Private Wealth
California
$611K
CFG
3807
Carter Financial Group
Illinois
$611K
SC
3808
SummitTX Capital
Texas
$609K
AIM
3809
Arcadia Investment Management
Michigan
$609K
SC
3810
Schoolcraft Capital
Colorado
$609K
CFG
3811
Compton Financial Group
Maryland
$608K
JA
3812
JVL Associates
Michigan
$607K
CCP
3813
Cushing Capital Partners
Wisconsin
$607K
SOAG
3814
Silver Oak Advisory Group
Oregon
$606K
RAS
3815
RPS Advisory Solutions
Kentucky
$605K
SRWM
3816
Shira Ridge Wealth Management
California
$605K
LI
3817
LifeWealth Investments
Florida
$605K
FF
3818
Friday Financial
Iowa
$604K
Renaissance Technologies
3819
Renaissance Technologies
New York
$603K
TFA
3820
Tobias Financial Advisors
Florida
$601K
MBI
3821
May Barnhard Investments
Maryland
$600K
MWM
3822
Mascoma Wealth Management
New Hampshire
$598K
ICA
3823
Infrastructure Capital Advisors
New York
$598K
SWMG
3824
Signature Wealth Management Group
Georgia
$598K
SFFS
3825
Stonehage Fleming Financial Services
Jersey
$598K