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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
LA
2226
LM Advisors
California
$3.78M
AA
2227
Advisory Alpha
Michigan
$3.78M
PWC
2228
PYA Waltman Capital
Tennessee
$3.78M
IF
2229
Ironwood Financial
Arizona
$3.78M
MA
2230
MCF Advisors
Kentucky
$3.78M
WCM
2231
Winthrop Capital Management
Indiana
$3.78M
CWA
2232
Canvas Wealth Advisors
Kansas
$3.78M
EAM
2233
EULAV Asset Management
Florida
$3.77M
UM
2234
Ulysses Management
New York
$3.77M
VC
2235
Vicus Capital
Pennsylvania
$3.76M
WI
2236
WrapManager Inc
California
$3.75M
BFA
2237
Brendel Financial Advisors
New Hampshire
$3.74M
PFT
2238
Providence First Trust
Arizona
$3.73M
BB
2239
Burford Brothers
Texas
$3.73M
AIM
2240
Aigen Investment Management
New York
$3.73M
CIM
2241
Caldwell Investment Management
Ontario, Canada
$3.68M
MCM
2242
Morton Capital Management
California
$3.67M
GWM
2243
Greenwich Wealth Management
Connecticut
$3.67M
JWM
2244
Jeppson Wealth Management
California
$3.67M
GSWM
2245
Golden State Wealth Management
California
$3.67M
AWA
2246
Acorn Wealth Advisors
Michigan
$3.66M
PMFA
2247
Plante Moran Financial Advisors
Michigan
$3.66M
CPA
2248
Court Place Advisors
Maryland
$3.66M
FPCP
2249
Fort Point Capital Partners
California
$3.66M
PFM
2250
Patton Fund Management
Texas
$3.65M