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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
BFA
2201
Benedict Financial Advisors
Georgia
$3.88M
SIA
2202
Schear Investment Advisers
Ohio
$3.88M
FWP
2203
Falcon Wealth Planning
California
$3.87M
RPSA
2204
Richard P. Slaughter Associates
Texas
$3.87M
WAAG
2205
Wealth Alliance Advisory Group
Kansas
$3.86M
NAMP
2206
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.86M
CA
2207
Cornerstone Advisory
Maryland
$3.86M
AT
2208
Arlington Trust
Alabama
$3.86M
LWP
2209
LMG Wealth Partners
Louisiana
$3.85M
SAMT
2210
Select Asset Management & Trust
Pennsylvania
$3.85M
LWA
2211
Lantern Wealth Advisors
New York
$3.84M
RWS
2212
Resolute Wealth Strategies
Mississippi
$3.84M
BFW
2213
Brady Family Wealth
Missouri
$3.83M
GFPC
2214
Global Financial Private Client
Florida
$3.82M
AMIM
2215
Aull & Monroe Investment Management
Alabama
$3.82M
CA
2216
Cannon Advisors
North Carolina
$3.82M
BFA
2217
Beacon Financial Advisory
Ohio
$3.81M
CHJWM
2218
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.81M
OHWP
2219
Oak Harbor Wealth Partners
North Carolina
$3.81M
CIM
2220
Chapman Investment Management
California
$3.8M
PEA
2221
Park Edge Advisors
Ohio
$3.8M
CA
2222
CGN Advisors
Kansas
$3.8M
PCA
2223
Purkiss Capital Advisors
Connecticut
$3.79M
MWM
2224
MGB Wealth Management
Texas
$3.79M
GA
2225
Guerra Advisors
Florida
$3.78M