JPM icon

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
CA
2351
Calton & Associates
Florida
$3.23M
CWA
2352
Crux Wealth Advisors
California
$3.23M
YP
2353
YANKCOM Partnership
South Dakota
$3.22M
PFWA
2354
Paces Ferry Wealth Advisors
Georgia
$3.22M
FFA
2355
Florida Financial Advisors
Florida
$3.22M
FFA
2356
Fortune Financial Advisors
Kansas
$3.22M
SMH
2357
Sanders Morris Harris
Texas
$3.21M
NFA
2358
Northern Financial Advisors
Michigan
$3.21M
MHIC
2359
Marble Harbor Investment Counsel
Massachusetts
$3.21M
4WM
2360
44 Wealth Management
Oregon
$3.21M
CG
2361
Carmignac Gestion
France
$3.21M
SL
2362
Sentinus LLC
Illinois
$3.2M
WA
2363
Waddell & Associates
Tennessee
$3.2M
RAM
2364
RedJay Asset Management
Ontario, Canada
$3.19M
PWMG
2365
Pinnacle Wealth Management Group
Michigan
$3.19M
SJIM
2366
St. Johns Investment Management
Florida
$3.19M
EB
2367
Exchange Bank
California
$3.19M
HCM
2368
HMS Capital Management
Tennessee
$3.19M
GS
2369
GWN Securities
Florida
$3.18M
LCM
2370
Legato Capital Management
California
$3.18M
IP
2371
Ignite Planners
California
$3.18M
MAWA
2372
Moss Adams Wealth Advisors
Washington
$3.18M
SFS
2373
Solitude Financial Services
Virginia
$3.18M
CWA
2374
Consilium Wealth Advisory
Texas
$3.18M
MCI
2375
MRP Capital Investments
Georgia
$3.18M