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JPMorgan Chase

4,699 hedge funds and large institutions have $581B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,006 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:

1.29% more ownership

Funds ownership: 70.9%72.19% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,006 | Existing positions reduced: 1,990

9% less call options, than puts

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

Holders
4,699
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
941
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
RCA
1351
Resonant Capital Advisors
Wisconsin
$10.2M
GFA
1352
Gifford Fong Associates
California
$10.2M
RWB
1353
RMR Wealth Builders
New Jersey
$10.2M
AOWM
1354
Alpha Omega Wealth Management
Virginia
$10.2M
WAM
1355
Werlinich Asset Management
Connecticut
$10.2M
P
1356
Paradiem
Louisiana
$10.2M
BA
1357
Bristlecone Advisors
Washington
$10.2M
AAM
1358
Augustine Asset Management
Florida
$10.2M
EM
1359
Excalibur Management
Massachusetts
$10.2M
BRM
1360
Boston Research & Management
Massachusetts
$10.2M
DDC
1361
DF Dent & Co
Maryland
$10.2M
SFI
1362
SPC Financial Inc
Maryland
$10.2M
KCM
1363
Kingdon Capital Management
New York
$10.1M
JFG
1364
Jefferies Financial Group
New York
$10.1M
BWL
1365
Bogart Wealth LLC
Virginia
$10.1M
ALC
1366
Alexander Labrunerie & Co
Missouri
$10.1M
ADL
1367
Asset Dedication LLC
California
$10M
ST
1368
Somerset Trust
Pennsylvania
$10M
CAM
1369
Columbia Asset Management
Michigan
$10M
MLIC
1370
Mandatum Life Insurance Company
Finland
$10M
SIG
1371
Sargent Investment Group
Maryland
$10M
DS
1372
DRW Securities
Illinois
$10M
AWM
1373
Accurate Wealth Management
Florida
$9.99M
PTC
1374
Philadelphia Trust Company
Pennsylvania
$9.97M
FCMT
1375
Founders Capital Management (Texas)
Texas
$9.95M