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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
WPW
1726
Waldron Private Wealth
Pennsylvania
$6.61M
GD
1727
Grandfield & Dodd
New York
$6.59M
NCM
1728
NCM Capital Management
New Jersey
$6.58M
SWA
1729
SOA Wealth Advisors
New York
$6.56M
TSWM
1730
Triangle Securities Wealth Management
North Carolina
$6.56M
CWM
1731
Cornerstone Wealth Management
Missouri
$6.56M
CIA
1732
Cohen Investment Advisors
New Hampshire
$6.56M
KTC
1733
Kentucky Trust Company
Kentucky
$6.55M
HPCM
1734
Hunter Perkins Capital Management
Illinois
$6.55M
TM
1735
TigerOak Management
New Mexico
$6.55M
SLC
1736
Second Line Capital
Louisiana
$6.55M
ECM
1737
ExodusPoint Capital Management
New York
$6.54M
SF
1738
Slagle Financial
Illinois
$6.54M
UB
1739
Umpqua Bank
Oregon
$6.53M
IAS
1740
IMA Advisory Services
Colorado
$6.52M
AC
1741
Apella Capital
Connecticut
$6.51M
RCG
1742
Regatta Capital Group
California
$6.5M
RAM
1743
Ramirez Asset Management
New York
$6.5M
WC
1744
Wynn Capital
Georgia
$6.49M
FM
1745
Family Management
New York
$6.49M
CIC
1746
Chilton Investment Company
Connecticut
$6.48M
IFPG
1747
Intrepid Financial Planning Group
Indiana
$6.48M
PIP
1748
Peachtree Investment Partners
Florida
$6.47M
SSWM
1749
Sheets Smith Wealth Management
North Carolina
$6.47M
WP
1750
WealthPLAN Partners
Nebraska
$6.43M