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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
SFFS
3826
Stonehage Fleming Financial Services
Jersey
$598K
GSWA
3827
Good Steward Wealth Advisors
Tennessee
$597K
BMCM
3828
Burns Matteson Capital Management
New York
$596K
SC
3829
Sepio Capital
Utah
$596K
SAS
3830
Stelac Advisory Services
New York
$595K
CCIA
3831
Cherry Creek Investment Advisors
Colorado
$595K
WAN
3832
Wealth Advisors Northwest
Oregon
$595K
WBCM
3833
Wilson & Boucher Capital Management
California
$595K
BIG
3834
Builder Investment Group
Georgia
$593K
RWMG
3835
Redwood Wealth Management Group
New Jersey
$592K
IDA
3836
Intelligence Driven Advisers
California
$592K
VSQM
3837
V-Square Quantitative Management
Illinois
$590K
CFO
3838
Capitol Family Office
Oregon
$589K
KC
3839
Kinloch Capital
Virginia
$589K
PWA
3840
Peterson Wealth Advisors
Utah
$589K
BWCS
3841
Beirne Wealth Consulting Services
Connecticut
$588K
EWA
3842
Encompass Wealth Advisors
Oregon
$588K
PFA
3843
Presper Financial Architects
Ohio
$586K
WWP
3844
Waypoint Wealth Partners
California
$586K
CM
3845
Columbus Macro
Pennsylvania
$586K
SFP
3846
Sterling Financial Planning
New Jersey
$585K
KAM
3847
Karani Asset Management
New York
$584K
JSA
3848
Jacobson & Schmitt Advisors
Wisconsin
$584K
CWMP
3849
Clarion Wealth Managment Partners
Virginia
$583K
CFS
3850
CGC Financial Services
Oregon
$583K