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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
WA
2251
WBH Advisory
Maryland
$3.65M
CPSC
2252
Carl P. Sherr & Co
Massachusetts
$3.65M
DTC
2253
Davidson Trust Company
Washington
$3.65M
GCA
2254
Gallagher Capital Advisors
Texas
$3.65M
JSAM
2255
J. Safra Asset Management
New York
$3.65M
AA
2256
Aire Advisors
California
$3.64M
EWA
2257
Etesian Wealth Advisors
Oregon
$3.63M
AP
2258
Advisors Preferred
Maryland
$3.63M
BWM
2259
Bernard Wealth Management
Michigan
$3.63M
EHWM
2260
Eads & Heald Wealth Management
Georgia
$3.63M
HCCM
2261
Hudson Canyon Capital Management
New York
$3.62M
LWMM
2262
Legacy Wealth Management (Mississippi)
Mississippi
$3.61M
CAM
2263
Cozad Asset Management
Illinois
$3.61M
BSAM
2264
Blue Square Asset Management
New York
$3.6M
ILI
2265
Invesco LLC (Illinois)
Illinois
$3.6M
CIM
2266
Cambria Investment Management
California
$3.6M
TCPW
2267
Twin City Private Wealth
North Carolina
$3.59M
PBK
2268
Peoples Bank (Kansas)
Kansas
$3.59M
SFS
2269
Stiles Financial Services
Minnesota
$3.59M
BFG
2270
Berger Financial Group
Minnesota
$3.58M
TS
2271
TradeWell Securities
Indiana
$3.57M
WMP
2272
Wealth Management Partners
Arizona
$3.55M
VWS
2273
Virtus Wealth Solutions
New Jersey
$3.55M
OIA
2274
Optimum Investment Advisors
Illinois
$3.55M
WHC
2275
Wulff, Hansen & Co
California
$3.55M