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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
FFS
1901
Fischer Financial Services
Pennsylvania
$5.5M
MIM
1902
Miller Investment Management
Pennsylvania
$5.49M
PC
1903
Permanens Capital
New York
$5.47M
WCM
1904
Wisconsin Capital Management
Wisconsin
$5.47M
BO
1905
Bank OZK
Arkansas
$5.46M
CH
1906
Canton Hathaway
Rhode Island
$5.46M
SPC
1907
Spirepoint Private Client
Florida
$5.46M
BMC
1908
Benin Management Corp
Connecticut
$5.45M
BFPW
1909
BOK Financial Private Wealth
Colorado
$5.45M
SDWIA
1910
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.45M
1WA
1911
180 Wealth Advisors
Washington
$5.43M
ACM
1912
Aljian Capital Management
Nevada
$5.42M
TI
1913
TTP Investments
California
$5.42M
PWCM
1914
Processus Wealth & Capital Management
Tennessee
$5.41M
SWM
1915
Sculati Wealth Management
Michigan
$5.41M
KF
1916
KKM Financial
Illinois
$5.41M
VF
1917
Virtu Financial
New York
$5.38M
LCM
1918
Leisure Capital Management
California
$5.38M
WAG
1919
Winthrop Advisory Group
Massachusetts
$5.37M
SSA
1920
Schonfeld Strategic Advisors
New York
$5.36M
AAM
1921
Aureus Asset Management
Massachusetts
$5.35M
VFA
1922
Voya Financial Advisors
Connecticut
$5.32M
HW
1923
Hedeker Wealth
Illinois
$5.32M
CCT
1924
Capital City Trust
Florida
$5.32M
MTIC
1925
Missouri Trust & Investment Company
Missouri
$5.31M