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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
OWM
2151
Orca Wealth Management
Florida
$4.1M
AW
2152
Apricus Wealth
South Carolina
$4.09M
FDS
2153
First Dallas Securities
Texas
$4.08M
RWP
2154
Revolve Wealth Partners
New Jersey
$4.07M
WAM
2155
Weatherly Asset Management
California
$4.07M
JJBC
2156
James J. Burns & Company
New York
$4.07M
GI
2157
GS Investments
Minnesota
$4.07M
TAM
2158
Titleist Asset Management
Texas
$4.07M
EAM
2159
Empirical Asset Management
Massachusetts
$4.06M
BI
2160
Ballast Inc
Kentucky
$4.06M
AW
2161
Alaethes Wealth
Nevada
$4.05M
DAM
2162
Delta Asset Management
Tennessee
$4.05M
DI
2163
DAGCO Inc
Ohio
$4.04M
BCG
2164
Breakwater Capital Group
New Jersey
$4.04M
TLCM
2165
Twin Lakes Capital Management
California
$4.03M
OBWG
2166
Onyx Bridge Wealth Group
New York
$4.03M
VIS
2167
Vega Investment Solutions
France
$4.02M
CPC
2168
Congress Park Capital
New York
$4.02M
HIC
2169
Hartline Investment Corp
Illinois
$4.01M
LIM
2170
Loudon Investment Management
New Hampshire
$4.01M
MWM
2171
Marion Wealth Management
Pennsylvania
$4.01M
QC
2172
Quent Capital
New York
$4M
BAM
2173
BOS Asset Management
Illinois
$4M
BCM
2174
Beck Capital Management
Texas
$3.99M
OCPWS
2175
One Charles Private Wealth Services
Massachusetts
$3.97M