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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
AC
1426
Arjuna Capital
North Carolina
$9.28M
CW
1427
CreativeOne Wealth
Kansas
$9.27M
RA
1428
Ransom Advisory
Rhode Island
$9.27M
AAP
1429
Arax Advisory Partners
Colorado
$9.26M
HWMO
1430
Heritage Wealth Management (Ohio)
Ohio
$9.2M
FSG
1431
Financial Strategies Group
Michigan
$9.19M
ST
1432
Sentinel Trust
Texas
$9.19M
MMPW
1433
Mitchell McLeod Pugh & Williams
Alabama
$9.19M
PFA
1434
Pathway Financial Advisers
Indiana
$9.18M
NG
1435
NatWest Group
United Kingdom
$9.17M
WWA
1436
WCG Wealth Advisors
Nevada
$9.16M
DA
1437
DCM Advisors
New York
$9.16M
WP
1438
WealthShield Partners
North Carolina
$9.13M
FFN
1439
Focus Financial Network
Minnesota
$9.13M
FMB
1440
Field & Main Bank
Kentucky
$9.12M
TC
1441
TownSquare Capital
Utah
$9.11M
CIP
1442
Capital Insight Partners
Arizona
$9.11M
BA
1443
Baugh & Associates
Georgia
$9.1M
MC
1444
Mirabaud & Cie
Switzerland
$9.09M
WTA
1445
Washington Trust Advisors
Massachusetts
$9.08M
HAC
1446
Harbor Advisory Corp
New Hampshire
$9.08M
SAI
1447
Savvy Advisors Inc
New York
$9.08M
RFN
1448
RDA Financial Network
Iowa
$9.08M
PAM
1449
Paradigm Asset Management
New York
$9.07M
MYLI
1450
Meiji Yasuda Life Insurance
Japan
$9.07M