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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
USB
2326
Union Savings Bank
Connecticut
$3.31M
I
2327
INVST
Indiana
$3.3M
SGC
2328
Slocum, Gordon & Co
Rhode Island
$3.3M
NDBT
2329
North Dallas Bank & Trust
Texas
$3.29M
TCWM
2330
Total Clarity Wealth Management
Illinois
$3.28M
WDL
2331
Well Done LLC
Michigan
$3.28M
CW
2332
Channel Wealth
California
$3.28M
CFS
2333
CRA Financial Services
New Jersey
$3.28M
BI
2334
Bradyco Inc
Massachusetts
$3.27M
FCA
2335
Fortis Capital Advisors
Kansas
$3.27M
FFG
2336
Fortem Financial Group
California
$3.27M
SPWM
2337
Schrum Private Wealth Management
Florida
$3.26M
WPA
2338
West Paces Advisors
Georgia
$3.26M
SIS
2339
Sound Income Strategies
Florida
$3.26M
CWM
2340
Cranbrook Wealth Management
Michigan
$3.26M
SEEDPG
2341
S.E.E.D. Planning Group
New York
$3.26M
FMP
2342
Financial Management Professionals
Texas
$3.26M
BMWS
2343
Brady Martz Wealth Solutions
North Dakota
$3.25M
AFM
2344
Aspetuck Financial Management
Connecticut
$3.25M
CMI
2345
Clare Market Investments
Texas
$3.25M
CPC
2346
Cookson Peirce & Co
Pennsylvania
$3.24M
FFC
2347
First Financial Corp
Indiana
$3.24M
RA
2348
Rockingstone Advisors
Massachusetts
$3.24M
AGAM
2349
Audent Global Asset Management
California
$3.24M
BWA
2350
Blodgett Wealth Advisors
California
$3.23M