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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
AL
4051
ACAS LLC
California
$454K
FP
4052
FFG Partners
Florida
$454K
PIN
4053
Prudent Investors Network
California
$453K
SWA
4054
Strata Wealth Advisors
Texas
$453K
AC
4055
AIFG Consultants
New York
$452K
EE
4056
EWG Elevate
California
$451K
FDS
4057
Freedom Day Solutions
Texas
$451K
RCM
4058
Ridgepath Capital Management
Tennessee
$451K
BLAM
4059
Bourne Lent Asset Management
New York
$449K
RWM
4060
RMG Wealth Management
Wisconsin
$449K
SFG
4061
Sterling Financial Group
California
$448K
BWP
4062
BlueStem Wealth Partners
Minnesota
$447K
IWM
4063
IMG Wealth Management
Florida
$447K
LFS
4064
Lutz Financial Services
Nebraska
$447K
CFS
4065
Cannon Financial Strategists
Georgia
$447K
MCM
4066
MontVue Capital Management
Virginia
$447K
AFS
4067
Axiom Financial Strategies
Indiana
$446K
VIM
4068
VELA Investment Management
Ohio
$446K
AWA
4069
AmeriServ Wealth Advisors
Pennsylvania
$446K
MPPW
4070
Mitchell & Pahl Private Wealth
Oklahoma
$445K
SSG
4071
Summit Securities Group
New York
$445K
FEM
4072
Fulcrum Equity Management
Texas
$444K
C
4073
Covestor
United Kingdom
$443K
SC
4074
Schubert & Co
Texas
$443K
CC
4075
Capital Counsel
New York
$442K