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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
DE
1776
Diversified Enterprises
Delaware
$6.29M
VWM
1777
Valley Wealth Managers
New Jersey
$6.29M
CCM
1778
Consolidated Capital Management
California
$6.29M
SCM
1779
Seascape Capital Management
New Hampshire
$6.28M
SS
1780
SBI Securities
Japan
$6.28M
AWA
1781
Aaron Wealth Advisors
Illinois
$6.27M
BIG
1782
Brooklyn Investment Group
New York
$6.24M
RSA
1783
River Street Advisors
Illinois
$6.23M
PRA
1784
Pine Ridge Advisers
New York
$6.23M
LAM
1785
LOM Asset Management
$6.23M
APG
1786
Abacus Planning Group
South Carolina
$6.21M
KCP
1787
Kera Capital Partners
California
$6.2M
OFS
1788
OneAscent Financial Services
Alabama
$6.19M
SFA
1789
Souders Financial Advisors
Ohio
$6.18M
MCM
1790
Marathon Capital Management
Maryland
$6.17M
VIM
1791
Vista Investment Management
Pennsylvania
$6.17M
NL
1792
NWAM LLC
Washington
$6.16M
GCM
1793
Gables Capital Management
Florida
$6.16M
CT
1794
Coastline Trust
Rhode Island
$6.15M
WIM
1795
Wittenberg Investment Management
Massachusetts
$6.15M
MSE
1796
MUFG Securities EMEA
United Kingdom
$6.15M
CLA
1797
Carnegie Lake Advisors
New Jersey
$6.14M
FWM
1798
Finer Wealth Management
Massachusetts
$6.13M
WAM
1799
Wakefield Asset Management
Colorado
$6.12M
FPF
1800
First Pacific Financial
Washington
$6.12M