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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
BIA
2401
Bigelow Investment Advisors
Maine
$3.09M
TPW
2402
Talon Private Wealth
Florida
$3.09M
GMFG
2403
Greater Midwest Financial Group
Minnesota
$3.09M
IWS
2404
Insight Wealth Strategies
California
$3.08M
LCAM
2405
London & Capital Asset Management
United Kingdom
$3.08M
BWP
2406
Balboa Wealth Partners
Arizona
$3.07M
MSWM
2407
McGlone Suttner Wealth Management
Wisconsin
$3.07M
SVCP
2408
Silicon Valley Capital Partners
California
$3.07M
BAM
2409
Byrne Asset Management
New Jersey
$3.07M
VAG
2410
VisionPoint Advisory Group
Texas
$3.07M
HTHT
2411
Hemenway Trust Hemenway Trust
New Hampshire
$3.07M
RWA
2412
Redhawk Wealth Advisors
Minnesota
$3.06M
SSA
2413
Sierra Summit Advisors
Nevada
$3.06M
CAL
2414
Capital Advisors Ltd
Ohio
$3.06M
TAM
2415
Trillium Asset Management
Massachusetts
$3.05M
USWG
2416
U.S. Wealth Group
New York
$3.05M
SFS
2417
Summit Financial Strategies
Ohio
$3.04M
CWS
2418
Cypress Wealth Services
California
$3.04M
KSB
2419
Kennebec Savings Bank
Maine
$3.03M
OFS
2420
OMC Financial Services
New York
$3.03M
GS
2421
GTS Securities
New York
$3.02M
HNB
2422
Hilltop National Bank
Wyoming
$3.02M
AFM
2423
Armstrong Fleming & Moore
District of Columbia
$3.02M
1IA
2424
1620 Investment Advisors
Massachusetts
$3.02M
VIP
2425
Vista Investment Partners
Oklahoma
$3.02M