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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
BWAM
1301
Boyd Watterson Asset Management
Ohio
$11M
HI
1302
Harbour Investments
Wisconsin
$11M
DIP
1303
DT Investment Partners
Pennsylvania
$11M
NA
1304
Nordwand Advisors
Pennsylvania
$11M
AF
1305
Apexium Financial
Texas
$11M
MP
1306
McDonald Partners
Ohio
$10.9M
CWM
1307
Chemistry Wealth Management
New York
$10.9M
LFG
1308
Larson Financial Group
Missouri
$10.9M
WIM
1309
WealthPlan Investment Management
Nebraska
$10.9M
SNB
1310
Security National Bank
Nebraska
$10.9M
BSC
1311
Brown Shipley & Co
United Kingdom
$10.8M
AC
1312
Arrow Capital
Australia
$10.8M
AT
1313
American Trust
Kentucky
$10.8M
RSWM
1314
Robertson Stephens Wealth Management
California
$10.8M
SAM
1315
Smartleaf Asset Management
Massachusetts
$10.8M
CGIM
1316
Capital Group Investment Management
Singapore
$10.7M
HT
1317
Headlands Technologies
Illinois
$10.7M
SAI
1318
Systematic Alpha Investments
New Jersey
$10.7M
CAG
1319
Csenge Advisory Group
Florida
$10.7M
SIA
1320
Soltis Investment Advisors
Utah
$10.7M
AWA
1321
Arete Wealth Advisors
Illinois
$10.6M
BB
1322
Berkshire Bank
Massachusetts
$10.6M
WCA
1323
Waratah Capital Advisors
Ontario, Canada
$10.6M
WAS
1324
Wealth Advisory Solutions
Indiana
$10.6M
DIA
1325
Dean Investment Associates
Ohio
$10.6M