JPM icon

JPMorgan Chase

4,696 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, 1,989 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: 1,989

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
HC
4451
Headland Capital
South Carolina
$261K
CIC
4452
Chase Investment Counsel
Virginia
$260K
GK
4453
Graney & King
New York
$259K
DC
4454
Dahring Cusmano
Michigan
$257K
CWM
4455
CMH Wealth Management
New Hampshire
$256K
IP
4456
Integras Partners
Georgia
$256K
CP
4457
Capital Planning
Washington
$256K
NCG
4458
Newport Capital Group
New Jersey
$256K
HA
4459
HFG Advisors
Ohio
$253K
FLP
4460
Financial Life Planners
Arizona
$252K
ES
4461
ETF Store
Kansas
$251K
PWA
4462
Principia Wealth Advisory
Texas
$251K
LFA
4463
Legend Financial Advisors
Pennsylvania
$250K
JWM
4464
JFG Wealth Management
Colorado
$250K
DK
4465
David Kennon
Florida
$250K
BWMG
4466
Barnes Wealth Management Group
California
$249K
LAM
4467
Lummis Asset Management
Texas
$249K
MCA
4468
Maryland Capital Advisors
Maryland
$248K
AI
4469
Auour Investments
Massachusetts
$248K
TCFP
4470
Treasure Coast Financial Planning
Florida
$247K
PFC
4471
Phocas Financial Corp
California
$247K
MJP
4472
Michael J. Puzo
$246K
HAFS
4473
Hapanowicz & Associates Financial Services
Pennsylvania
$246K
FA
4474
Fortis Advisors
Pennsylvania
$246K
ACM
4475
Andina Capital Management
Utah
$246K