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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
VNA
2301
Valley National Advisers
Pennsylvania
$3.43M
AFC
2302
AFT Forsyth & Company
Florida
$3.43M
LA
2303
Lindenwold Advisors
Pennsylvania
$3.42M
CAWM
2304
Capital Advisors Wealth Management
Washington
$3.42M
RBFC
2305
Roman Butler Fullerton & Co
Missouri
$3.42M
CCWM
2306
Correct Capital Wealth Management
Missouri
$3.41M
WDC
2307
Woodward Diversified Capital
California
$3.41M
FI
2308
Finivi Inc.
Massachusetts
$3.4M
BC
2309
Belmont Capital
California
$3.39M
SI
2310
Saxon Interests
Texas
$3.39M
MSS
2311
Mitchell Sinkler & Starr
Pennsylvania
$3.38M
LWM
2312
Lakeridge Wealth Management
Ohio
$3.38M
BC
2313
Broadwater Capital
Massachusetts
$3.38M
PH
2314
Pinnacle Holdings
Oklahoma
$3.37M
SWR
2315
Spahn Wealth & Retirement
Arizona
$3.36M
GC
2316
Gilbert & Cook
Iowa
$3.36M
EFH
2317
Eaton Financial Holdings
Florida
$3.36M
SAM
2318
Summit Asset Management
Tennessee
$3.36M
SNBOSCI
2319
Security National Bank of Sioux City Iowa
Iowa
$3.35M
NCM
2320
Neumann Capital Management
California
$3.34M
AA
2321
Auxano Advisors
Washington
$3.34M
AF
2322
Aldebaran Financial
$3.33M
CFO
2323
CVA Family Office
Colorado
$3.33M
MEG
2324
Millstone Evans Group
Colorado
$3.32M
GSC
2325
G&S Capital
Colorado
$3.31M