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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
FH
2276
FWG Holdings
Florida
$3.54M
NHC
2277
Nicholas Hoffman & Company
Georgia
$3.54M
LC
2278
LCNB Corp
Ohio
$3.54M
EG
2279
Ellerson Group
Maryland
$3.54M
STAS
2280
Strong Tower Advisory Services
Minnesota
$3.53M
AI
2281
Axecap Investments
Ohio
$3.53M
Aristotle Capital Management
2282
Aristotle Capital Management
California
$3.52M
GG
2283
Gleason Group
Kentucky
$3.52M
ACM
2284
Allred Capital Management
Texas
$3.52M
FA
2285
Financial Advisors
Massachusetts
$3.52M
PCMN
2286
Paradigm Capital Management (Nevada)
Nevada
$3.52M
S
2287
Sunpointe
Missouri
$3.51M
DAS
2288
DMKC Advisory Services
Iowa
$3.5M
TWP
2289
Tempus Wealth Planning
California
$3.5M
EBWM
2290
Eagle Bluffs Wealth Management
Missouri
$3.5M
BHA
2291
Beech Hill Advisors
New York
$3.5M
GC
2292
Guardian Capital
Ontario, Canada
$3.49M
PWM
2293
Palumbo Wealth Management
New York
$3.48M
BWP
2294
BSW Wealth Partners
Colorado
$3.47M
MCWA
2295
Meadow Creek Wealth Advisors
Georgia
$3.46M
AC
2296
Aldebaran Capital
Indiana
$3.45M
FNBOH
2297
First National Bank of Hutchinson
Kansas
$3.44M
PWP
2298
Precedent Wealth Partners
Texas
$3.43M
VWM
2299
VCI Wealth Management
Missouri
$3.43M
VIA
2300
Victrix Investment Advisors
Florida
$3.43M