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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
RA
1376
RFG Advisory
Alabama
$9.95M
LFA
1377
Legacy Financial Advisors
Kentucky
$9.94M
OWP
1378
Obermeyer Wealth Partners
Colorado
$9.93M
SFA
1379
Semmax Financial Advisors
North Carolina
$9.9M
RWM
1380
Rockline Wealth Management
New York
$9.87M
HZ
1381
Hixon Zuercher
Ohio
$9.87M
IAS
1382
Insigneo Advisory Services
Florida
$9.86M
BBWA
1383
Bell & Brown Wealth Advisors
California
$9.85M
FBFS
1384
First Business Financial Services
Wisconsin
$9.84M
HCM
1385
Harvey Capital Management
Florida
$9.84M
WBC
1386
West Branch Capital
Massachusetts
$9.83M
CCT
1387
Chemung Canal Trust
New York
$9.79M
NF
1388
Nikulski Financial
Iowa
$9.78M
CI
1389
Cavalier Investments
Georgia
$9.78M
CM
1390
Castleark Management
Illinois
$9.77M
EWA
1391
EverSource Wealth Advisors
Alabama
$9.77M
CWA
1392
Clarity Wealth Advisors
California
$9.77M
Koshinski Asset Management
1393
Koshinski Asset Management
Illinois
$9.76M
NHT
1394
New Hampshire Trust
New Hampshire
$9.73M
EW
1395
Evoke Wealth
California
$9.71M
RCAG
1396
Rehmann Capital Advisory Group
Michigan
$9.68M
Verition Fund Management
1397
Verition Fund Management
Connecticut
$9.66M
EL
1398
Essex LLC
Illinois
$9.65M
PJSIMP
1399
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.64M
MHS
1400
M Holdings Securities
Oregon
$9.59M