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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
TFG
4251
Tilson Financial Group
New Jersey
$346K
FWSM
4252
First Wilshire Securities Management
California
$346K
HFF
4253
Halter Ferguson Financial
Indiana
$346K
WN
4254
Williams & Novak
California
$346K
OBWP
4255
O'Brien Wealth Partners
Massachusetts
$346K
RRWA
4256
Rainey & Randall Wealth Advisors
Florida
$346K
CWMA
4257
Capstone Wealth Management (Alabama)
Alabama
$345K
TPF
4258
Tribridge Partners Financial
Maryland
$345K
CCM
4259
Cutler Capital Management
Massachusetts
$344K
QCIG
4260
Quad-Cities Investment Group
Iowa
$343K
HSWM
4261
Hubbell Strickland Wealth Management
Louisiana
$343K
BFA
4262
Brown Financial Advisory
Alabama
$343K
PC
4263
Prairiewood Capital
North Dakota
$342K
FAC
4264
Financial Advisory Corporation
Michigan
$341K
LSWP
4265
Liberty Square Wealth Partners
Pennsylvania
$341K
IWP
4266
IAG Wealth Partners
Wisconsin
$341K
BIM
4267
Bullseye Investment Management
Ohio
$341K
CPA
4268
Clear Point Advisors
New York
$340K
CMS
4269
Capital Market Strategies
Florida
$339K
SAM
4270
Satovsky Asset Management
New York
$339K
CWM
4271
Concentrum Wealth Management
California
$339K
O3W
4272
Omni 360 Wealth
New Jersey
$338K
AAS
4273
Asset Allocation Strategies
Michigan
$338K
CWMS
4274
Cannon Wealth Management Services
North Carolina
$338K
VFIC
4275
Valley Forge Investment Consultants
Pennsylvania
$337K