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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
2026
BlackDiamond Wealth Management
New York
$4.77M
RFA
2027
Register Financial Advisors
Georgia
$4.77M
TCM
2028
Tandem Capital Management
New Jersey
$4.77M
SAM
2029
Sawgrass Asset Management
Florida
$4.76M
PWPS
2030
Pinnacle Wealth Planning Services
Ohio
$4.75M
OL
2031
Optas LLC
Texas
$4.73M
CCM
2032
Condor Capital Management
New Jersey
$4.73M
EFSCE
2033
Enterprise Financial Services Corp (EFSC)
Missouri
$4.71M
PWM
2034
Peterson Wealth Management
Nevada
$4.71M
CBT
2035
Crews Bank & Trust
Florida
$4.71M
IFU
2036
iSAM Funds (UK)
United Kingdom
$4.7M
ZBNA
2037
Zions Bancorporation, National Association
Utah
$4.7M
RP
2038
Raelipskie Partnership
Ontario, Canada
$4.69M
IFWM
2039
Institute for Wealth Management
Colorado
$4.67M
FCCM
2040
First City Capital Management
Georgia
$4.67M
RE
2041
Rydar Equities
Texas
$4.66M
LI
2042
Lafayette Investments
Maryland
$4.65M
CIAS
2043
CFS Investment Advisory Services
New Jersey
$4.63M
FCA
2044
FLC Capital Advisors
California
$4.63M
TCPG
2045
Trivant Custom Portfolio Group
California
$4.62M
KA
2046
KLCM Advisors
Wisconsin
$4.62M
JWM
2047
JPL Wealth Management
Colorado
$4.62M
JWM
2048
Jessup Wealth Management
Ohio
$4.6M
TTIC
2049
Tower Trust & Investment Company
Iowa
$4.6M
DA
2050
Dillon & Associates
Michigan
$4.59M