JPM icon

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
MA
2076
MJP Associates
Connecticut
$4.46M
NI
2077
Natural Investments
California
$4.45M
VCP
2078
Verus Capital Partners
Arizona
$4.45M
HCM
2079
Hicks Capital Management
Ohio
$4.45M
HFP
2080
Holistic Financial Partners
Indiana
$4.45M
WCM
2081
Weaver Capital Management
Georgia
$4.44M
AIC
2082
Argus Investors Counsel
New York
$4.44M
CWIG
2083
Chung Wu Investment Group
Texas
$4.44M
FFS
2084
Founders Financial Securities
Maryland
$4.44M
AW
2085
Alteri Wealth
California
$4.43M
PEAK6
2086
PEAK6
Illinois
$4.42M
IF
2087
Integrity Financial
Wyoming
$4.41M
VRM
2088
Vectors Research Management
New York
$4.41M
ACM
2089
Accent Capital Management
Ohio
$4.4M
HAG
2090
HF Advisory Group
Maryland
$4.39M
WFI
2091
West Family Investments
California
$4.39M
TWA
2092
TCI Wealth Advisors
Arizona
$4.39M
AWM
2093
Aberdeen Wealth Management
Illinois
$4.39M
TPWM
2094
Twelve Points Wealth Management
Massachusetts
$4.37M
OIS
2095
Okabena Investment Services
Minnesota
$4.35M
BL
2096
Bleichroeder LP
New York
$4.35M
ALA
2097
Atlas Legacy Advisors
California
$4.34M
MGWM
2098
Marks Group Wealth Management
Minnesota
$4.34M
OWA
2099
Octavia Wealth Advisors
Ohio
$4.34M
CWM
2100
Centric Wealth Management
Illinois
$4.34M