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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
SI
1851
Shaker Investments
Ohio
$5.78M
DC
1852
DeDora Capital
California
$5.75M
HL
1853
HeadInvest LLC
Maine
$5.75M
AWE
1854
Avidian Wealth Enterprises
Texas
$5.75M
Edgewood Management
1855
Edgewood Management
Connecticut
$5.73M
JGCM
1856
Joseph Group Capital Management
Ohio
$5.72M
WA
1857
Wasatch Advisors
Utah
$5.71M
PFMOSF
1858
Philadelphia Financial Management of San Francisco
California
$5.7M
LJAC
1859
L.J. Altfest & Co
New York
$5.7M
Financial Engines Advisors
1860
Financial Engines Advisors
California
$5.69M
MA
1861
MONECO Advisors
Connecticut
$5.68M
IP
1862
Intellectus Partners
California
$5.67M
FMTCOCP
1863
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.66M
MSK
1864
Melissa S. Kampmann
$5.65M
KP
1865
Keel Point
Alabama
$5.65M
TWP
1866
Tyche Wealth Partners
Texas
$5.65M
ICP
1867
Impact Capital Partners
Colorado
$5.64M
ZF
1868
Zhang Financial
Michigan
$5.64M
EPIMS
1869
Evelyn Partners Investment Management Services
$5.63M
GIM
1870
Gold Investment Management
Alberta, Canada
$5.63M
FIC
1871
FCG Investment Company
Tennessee
$5.62M
CCA
1872
Cobblestone Capital Advisors
New York
$5.61M
WPC
1873
White Pine Capital
Minnesota
$5.61M
NF
1874
Nvest Financial
New Hampshire
$5.61M
CCWA
1875
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.61M