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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
SB
4551
Semitam Bonam
New York
$208K
OWM
4552
Opes Wealth Management
California
$208K
RIG
4553
Renaissance Investment Group
Massachusetts
$208K
PWA
4554
PCG Wealth Advisors
Kansas
$207K
MAV
4555
Mason & Associates (Virginia)
Virginia
$207K
AWP
4556
Accretive Wealth Partners
New Jersey
$207K
BHWM
4557
Bay Harbor Wealth Management
Maryland
$207K
SFA
4558
Seneca Financial Advisors
New York
$207K
NWM
4559
Navigoe Wealth Management
California
$206K
EPAM
4560
Evelyn Partners Asset Management
$206K
CWA
4561
Cornerstone Wealth Advisors
Minnesota
$205K
PCM
4562
Penserra Capital Management
California
$205K
SA
4563
SRN Advisors
Pennsylvania
$204K
SCA
4564
Stuart Chaussee & Associates
California
$204K
TCM
4565
Traub Capital Management
Massachusetts
$204K
PFA
4566
Pettinga Financial Advisors
Indiana
$204K
MFF
4567
Michels Family Financial
Texas
$203K
FAM
4568
Forte Asset Management
New York
$203K
VFG
4569
V2 Financial group
Illinois
$203K
PD
4570
Planning Directions
Pennsylvania
$202K
MG
4571
Marex Group
$202K
PF
4572
Penney Financial
Texas
$202K
PFA
4573
Peak Financial Advisors
Colorado
$201K
CCM
4574
Colorado Capital Management
Colorado
$201K
AAMC
4575
Asset Allocation & Management Company
Illinois
$201K