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JPMorgan Chase

4,700 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, 2,007 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: 2,007 | Existing positions reduced: 1,990

9% less call options, than puts

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

Holders
4,700
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
GM
1601
GeoWealth Management
Illinois
$7.81M
MCWS
1602
McKinley Carter Wealth Services
West Virginia
$7.79M
JWCA
1603
J.W. Coons Advisors
Ohio
$7.78M
FPB
1604
First PREMIER Bank
South Dakota
$7.78M
IAMOG
1605
Investors Asset Management of Georgia
Georgia
$7.77M
CIAS
1606
Capital Investment Advisory Services
North Carolina
$7.75M
MCA
1607
MSH Capital Advisors
Arizona
$7.75M
ST
1608
Smithfield Trust
Pennsylvania
$7.74M
CIG
1609
Consolidated Investment Group
Colorado
$7.74M
LWA
1610
Lineweaver Wealth Advisors
Ohio
$7.74M
BWM
1611
BNC Wealth Management
Oregon
$7.72M
MWM
1612
Mattern Wealth Management
Kansas
$7.7M
SFS
1613
Strategic Financial Services
New York
$7.69M
CI
1614
Cherokee Insurance
Michigan
$7.69M
PKC
1615
Palmer Knight Company
Florida
$7.68M
MCM
1616
McRae Capital Management
New Jersey
$7.67M
CAM
1617
Covenant Asset Management
New Jersey
$7.66M
LCM
1618
Liberty Capital Management
Michigan
$7.65M
AF
1619
Arrow Financial
New York
$7.63M
KIC
1620
Kensington Investment Counsel
California
$7.6M
OPA
1621
Old Port Advisors
Maine
$7.6M
LA
1622
LVW Advisors
New York
$7.59M
BC
1623
Bowman & Company
Wisconsin
$7.58M
UCI
1624
Uncommon Cents Investing
Wisconsin
$7.57M
TCA
1625
Trifecta Capital Advisors
Illinois
$7.57M