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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
UWM
4301
USAdvisors Wealth Management
Minnesota
$323K
SCM
4302
Stonehearth Capital Management
Massachusetts
$323K
JSA
4303
Jim Saulnier & Associates
Colorado
$323K
HWA
4304
Hilltop Wealth Advisors
North Carolina
$322K
AFS
4305
AFG Fiduciary Services
Massachusetts
$322K
Eagle Capital Management (New York)
4306
Eagle Capital Management (New York)
New York
$322K
NA
4307
Nautilus Advisors
California
$321K
WF
4308
Warner Financial
Maryland
$321K
AWP
4309
Astra Wealth Partners
New Jersey
$321K
UOTTAIMCU
4310
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$320K
AA
4311
ACT Advisors
North Carolina
$320K
TFA
4312
TPG Financial Advisors
Oregon
$319K
ECAM
4313
East Coast Asset Management
Massachusetts
$319K
ZAM
4314
Zevin Asset Management
Massachusetts
$318K
MPM
4315
MBB Public Markets
Illinois
$318K
WH
4316
Whitcomb & Hess
Ohio
$317K
TCM
4317
TD Capital Management
Tennessee
$317K
MPW
4318
MA Private Wealth
California
$317K
SFM
4319
Stack Financial Management
Montana
$316K
PWM
4320
Parkshore Wealth Management
California
$316K
MFA
4321
McClarren Financial Advisors
Pennsylvania
$316K
IHWM
4322
Iron Horse Wealth Management
Iowa
$316K
NERM
4323
New England Research & Management
Illinois
$316K
RH
4324
RFG Holdings
Texas
$316K
LWA
4325
LifeGoal Wealth Advisors
New York
$315K