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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
BWM
1926
BCGM Wealth Management
Indiana
$5.29M
GWM
1927
Graybill Wealth Management
Illinois
$5.28M
GPA
1928
Guerra Pan Advisors
New Jersey
$5.27M
BIP
1929
Blueprint Investment Partners
North Carolina
$5.27M
SMC
1930
Smith, Moore & Co
Missouri
$5.27M
OC
1931
Opinicus Capital
Florida
$5.26M
KAS
1932
KPP Advisory Services
Kentucky
$5.26M
AIC
1933
Archer Investment Corporation
Indiana
$5.25M
CA
1934
Continuum Advisory
Idaho
$5.25M
IP
1935
Investment Partners
Ohio
$5.25M
OAM
1936
Oak Asset Management
California
$5.24M
GLA
1937
Good Life Advisors
Pennsylvania
$5.24M
WGC
1938
Watts Gwilliam & Co
Arizona
$5.23M
QWM
1939
Quadcap Wealth Management
Texas
$5.23M
3IP
1940
3Chopt Investment Partners
Virginia
$5.22M
UAG
1941
United Advisor Group
Ohio
$5.2M
EA
1942
Eclectic Associates
California
$5.2M
MFA
1943
Mayflower Financial Advisors
Massachusetts
$5.19M
FWM
1944
Forza Wealth Management
Florida
$5.19M
TNA
1945
True North Advisors
Texas
$5.19M
AIM
1946
Aspen Investment Management
Michigan
$5.19M
LMKC
1947
L.M. Kohn & Company
Ohio
$5.19M
CAC
1948
Certified Advisory Corp
Florida
$5.19M
AEPWM
1949
Atlantic Edge Private Wealth Management
Florida
$5.18M
IAS
1950
Investment Advisory Services
Texas
$5.18M