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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
PWAM
2126
Pinnacle West Asset Management
Wyoming
$4.23M
JHCP
2127
Jackson Hole Capital Partners
Oklahoma
$4.23M
HWP
2128
Highline Wealth Partners
California
$4.23M
EPIME
2129
Evelyn Partners Investment Management (Europe)
$4.22M
AA
2130
Alta Advisers
United Kingdom
$4.21M
RMP
2131
Richards, Merrill & Peterson
Washington
$4.2M
KJWM
2132
Kiley Juergens Wealth Management
Washington
$4.2M
WCM
2133
Weik Capital Management
Pennsylvania
$4.2M
FFS
2134
Flavin Financial Services
Florida
$4.17M
RIA
2135
Regal Investment Advisors
Michigan
$4.17M
HDA
2136
Harold Davidson & Associates
California
$4.16M
MPWS
2137
McCarter Private Wealth Services
Massachusetts
$4.16M
PWMG
2138
Prestige Wealth Management Group
New Jersey
$4.15M
QPWM
2139
Quadrant Private Wealth Management
Pennsylvania
$4.15M
BFIC
2140
Bedell Frazier Investment Counselling
California
$4.15M
ICP
2141
Interchange Capital Partners
Pennsylvania
$4.15M
PF
2142
Prosperitas Financial
California
$4.14M
SEP
2143
Southland Equity Partners
Missouri
$4.14M
UPS
2144
UHLMANN PRICE SECURITIES
Illinois
$4.13M
MLA
2145
MB, Levis & Associates
Pennsylvania
$4.13M
FFO
2146
Fiduciary Family Office
Florida
$4.13M
QWP
2147
Quotient Wealth Partners
Texas
$4.12M
GWM
2148
GSB Wealth Management
Connecticut
$4.11M
SN
2149
Sittner & Nelson
Oregon
$4.11M
PWA
2150
Phoenix Wealth Advisors
North Carolina
$4.11M