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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
MFS
1976
Mirabella Financial Services
United Kingdom
$5.07M
MFS
1977
Mattson Financial Services
Michigan
$5.06M
BCM
1978
Buckhead Capital Management
Georgia
$5.05M
PSP
1979
Principal Street Partners
Tennessee
$5.04M
VBCG
1980
Valley Brook Capital Group
Pennsylvania
$5.04M
DA
1981
Denali Advisors
California
$5.04M
SFG
1982
Snider Financial Group
Washington
$5.03M
CIP
1983
Convergence Investment Partners
Florida
$5.03M
BWM
1984
BKM Wealth Management
Wisconsin
$5.02M
ODG
1985
O'Dell Group
Ohio
$5.02M
GPFA
1986
Game Plan Financial Advisors
Ohio
$5.02M
MIA
1987
MeadowBrook Investment Advisors
Michigan
$5.01M
AWM
1988
Aries Wealth Management
Maine
$5M
AG
1989
Algert Global
California
$5M
MCA
1990
Magnolia Capital Advisors
Mississippi
$4.99M
HDIM
1991
Hanson & Doremus Investment Management
Vermont
$4.98M
AWM
1992
Aprio Wealth Management
Georgia
$4.97M
PWG
1993
Portside Wealth Group
Utah
$4.97M
KNW
1994
Kesler Norman & Wride
Utah
$4.97M
IWA
1995
Invera Wealth Advisors
Oregon
$4.95M
CFFP
1996
Center for Financial Planning
Michigan
$4.93M
PPC
1997
Park Place Capital
Alabama
$4.93M
TC
1998
Tairen Capital
Hong Kong
$4.93M
CTC
1999
Cetera Trust Company
Minnesota
$4.93M
CFS
2000
Commonwealth Financial Services
West Virginia
$4.92M