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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
MSFS
1826
Main Street Financial Solutions
Pennsylvania
$6M
KA
1827
Klingman & Associates
New York
$5.99M
VanEck Associates
1828
VanEck Associates
New York
$5.97M
CFP
1829
Catalyst Financial Partners
Massachusetts
$5.95M
FBT
1830
First Bankers Trust
Kentucky
$5.95M
BFA
1831
Beaumont Financial Advisors
Massachusetts
$5.95M
WIC
1832
Wilkins Investment Counsel
Massachusetts
$5.94M
NDSI
1833
Newman Dignan & Sheerar Inc
Rhode Island
$5.91M
MWM
1834
Massachusetts Wealth Management
Massachusetts
$5.91M
SIA
1835
Strategic Investment Advisors
Michigan
$5.88M
TFA
1836
Trinity Financial Advisors
Ohio
$5.88M
IUHSA
1837
Itau Unibanco Holding S.A.
Brazil
$5.87M
AO
1838
Advisor OS
Illinois
$5.87M
WC
1839
Waterloo Capital
Texas
$5.86M
TAP
1840
Tounjian Advisory Partners
Florida
$5.85M
AIM
1841
Acropolis Investment Management
Missouri
$5.84M
CVA
1842
Central Valley Advisors
California
$5.84M
SW
1843
StrongBox Wealth
Missouri
$5.83M
AA
1844
ALPS Advisors
Colorado
$5.82M
SLT
1845
St Louis Trust
Missouri
$5.81M
GFG
1846
Goldstone Financial Group
Illinois
$5.81M
RFA
1847
Resurgent Financial Advisors
Georgia
$5.8M
LOIM
1848
Liberty One Investment Management
Illinois
$5.8M
PB
1849
Pinnacle Bancorp
Nebraska
$5.8M
NIP
1850
Nicholas Investment Partners
California
$5.79M