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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
KA
3876
Kearns & Associates
California
$568K
LAM
3877
Lakewood Asset Management
Illinois
$568K
JFGLC
3878
Johnson Financial Group LLC (Colorado)
Colorado
$567K
SBWIC
3879
Schaper Benz & Wise Investment Counsel
Wisconsin
$567K
HFW
3880
Horizon Family Wealth
Illinois
$567K
SSW
3881
Smith Shellnut Wilson
Mississippi
$567K
CC
3882
Centiva Capital
New York
$566K
CYG
3883
Clean Yield Group
Vermont
$566K
PWA
3884
Provenance Wealth Advisors
Florida
$564K
CWM
3885
CCG Wealth Management
California
$563K
MFA
3886
Morling Financial Advisors
California
$563K
NI
3887
NDVR Inc
Massachusetts
$562K
PSFG
3888
Park Square Financial Group
Georgia
$562K
GCP
3889
Gill Capital Partners
Colorado
$561K
BPC
3890
Bryce Point Capital
New York
$560K
EAM
3891
Everstar Asset Management
North Carolina
$556K
AC
3892
AWM Capital
Arizona
$555K
VBFG
3893
Vishria Bird Financial Group
Tennessee
$555K
EF
3894
Exeter Financial
Arizona
$554K
WLIM
3895
White Lighthouse Investment Management
Massachusetts
$554K
WWM
3896
WT Wealth Management
Arizona
$553K
BAM
3897
Bosun Asset Management
Illinois
$551K
JAA
3898
Joel Adams & Associates
North Carolina
$551K
WFS
3899
Widmann Financial Services
Maryland
$550K
DWAM
3900
Duncan Williams Asset Management
Tennessee
$550K