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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
ACM
2051
Aster Capital Management
United Arab Emirates
$4.57M
AWM
2052
Ameliora Wealth Management
Switzerland
$4.57M
CG
2053
Cynosure Group
Utah
$4.55M
CCFM
2054
Clear Creek Financial Management
Washington
$4.55M
CS
2055
Crescent Sterling
Louisiana
$4.55M
FPWM
2056
FSB Premier Wealth Management
Iowa
$4.54M
RCA
2057
Ranch Capital Advisors
Florida
$4.54M
OCM
2058
Orleans Capital Management
Louisiana
$4.53M
CPWA
2059
Cerro Pacific Wealth Advisors
California
$4.53M
TWM
2060
Tradition Wealth Management
Minnesota
$4.53M
CCG
2061
Ceeto Capital Group
Florida
$4.53M
FWA
2062
FSM Wealth Advisors
Ohio
$4.51M
LIA
2063
LS Investment Advisors
Michigan
$4.51M
GA
2064
GoalVest Advisory
New York
$4.5M
DFA
2065
Delta Financial Advisors
Louisiana
$4.5M
UWPG
2066
Ullmann Wealth Partners Group
Florida
$4.49M
TGAM
2067
TBH Global Asset Management
Tennessee
$4.49M
CF
2068
Convergence Financial
Missouri
$4.49M
PWM
2069
Purus Wealth Management
California
$4.48M
SC
2070
Sawyer & Company
Massachusetts
$4.48M
NL
2071
NVWM LLC
Pennsylvania
$4.48M
CB
2072
CNB Bank
Pennsylvania
$4.48M
CCG
2073
Chatham Capital Group
Georgia
$4.47M
DBIA
2074
Dumont & Blake Investment Advisors
New Jersey
$4.47M
MC
2075
Martin & Co
Tennessee
$4.47M