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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
NPF
2376
Norris Perne & French
Michigan
$3.17M
OWP
2377
ORG Wealth Partners
Texas
$3.17M
TSWM
2378
Tyler-Stone Wealth Management
Ohio
$3.16M
DI
2379
Diligent Investors
California
$3.16M
LF
2380
Lee Financial
Texas
$3.16M
BC
2381
Barrett & Company
Rhode Island
$3.15M
LIM
2382
Letson Investment Management
Georgia
$3.15M
HWA
2383
Heritage Wealth Advisors
Virginia
$3.15M
IC
2384
Inscription Capital
Texas
$3.14M
FCFC
2385
First Citizens Financial Corp
Iowa
$3.14M
PL
2386
Plancorp LLC
Missouri
$3.14M
IWM
2387
Iams Wealth Management
Nebraska
$3.13M
WCM
2388
WealthBridge Capital Management
Ohio
$3.13M
OHWA
2389
Oak Hill Wealth Advisors
Virginia
$3.13M
CFA
2390
Camarda Financial Advisors
Florida
$3.12M
6F
2391
626 Financial
Michigan
$3.11M
CA
2392
Continental Advisors
Utah
$3.11M
OIM
2393
Oder Investment Management
California
$3.11M
Members Trust
2394
Members Trust
Florida
$3.11M
SCM
2395
Spreng Capital Management
Ohio
$3.11M
BA
2396
Birinyi Associates
Connecticut
$3.11M
FWM
2397
Focused Wealth Management
New York
$3.1M
RIM
2398
RW Investment Management
Idaho
$3.1M
SCG
2399
Sonata Capital Group
Washington
$3.1M
GCM
2400
GKV Capital Management
California
$3.09M