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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
NG
1701
Novem Group
New York
$6.85M
FAM
1702
Formidable Asset Management
Ohio
$6.85M
NB
1703
Nicolet Bankshares
Wisconsin
$6.83M
V
1704
VeraBank
Texas
$6.82M
MFS
1705
Monetta Financial Services
Illinois
$6.81M
ACM
1706
AlphaStar Capital Management
North Carolina
$6.8M
SEIA
1707
Signature Estate & Investment Advisors
California
$6.79M
TPWA
1708
TRUE Private Wealth Advisors
Oregon
$6.77M
AFA
1709
Arlington Financial Advisors
California
$6.77M
SIAG
1710
Signet Investment Advisory Group
Rhode Island
$6.76M
HWM
1711
Hohimer Wealth Management
Washington
$6.75M
RW
1712
Rockport Wealth
Ohio
$6.74M
KFI
1713
Key Financial Inc
Pennsylvania
$6.74M
DA
1714
Dover Advisors
Virginia
$6.72M
MWA
1715
Midland Wealth Advisors
Illinois
$6.72M
BOS
1716
Bank of Stockton
California
$6.67M
EC
1717
Enhancing Capital
Pennsylvania
$6.67M
LS
1718
Leelyn Smith
Illinois
$6.66M
WMA
1719
West Michigan Advisors
Michigan
$6.66M
ORC
1720
O'Rourke & Company
Massachusetts
$6.66M
MCM
1721
Mainstay Capital Management
Michigan
$6.64M
PCTC
1722
Perkins Coie Trust Company
Washington
$6.64M
AF
1723
AGP Franklin
Tennessee
$6.63M
KJHP
1724
K.J. Harrison & Partners
Ontario, Canada
$6.62M
NPA
1725
Nichols & Pratt Advisers
Massachusetts
$6.61M