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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
MHWM
2426
Montz Harcus Wealth Management
Louisiana
$3.01M
PCS
2427
Personal CFO Solutions
New Jersey
$3.01M
ACM
2428
Arcataur Capital Management
Wisconsin
$3M
FCAS
2429
First Command Advisory Services
Texas
$3M
DRS
2430
Deane Retirement Strategies
Louisiana
$3M
CFG
2431
Cooper Financial Group
California
$3M
JF
2432
JSF Financial
California
$2.99M
ACL
2433
Applied Capital LLC
Florida
$2.99M
CAM
2434
Cacti Asset Management
Georgia
$2.99M
AA
2435
Addison Advisors
Vermont
$2.99M
HIIFS
2436
Harel Insurance Investments & Financial Services
Israel
$2.99M
CPRC
2437
Consolidated Portfolio Review Corp
New York
$2.99M
GGA
2438
Granite Group Advisors
Connecticut
$2.98M
SFWA
2439
Summit Financial Wealth Advisors
Louisiana
$2.98M
CFG
2440
CKW Financial Group
Hawaii
$2.98M
VWM
2441
Vivid Wealth Management
Iowa
$2.98M
BTWM
2442
Brass Tax Wealth Management
Ohio
$2.97M
WWM
2443
Wolff Wiese Magana
California
$2.97M
SWK
2444
Stephen W. Kidder
$2.97M
HWA
2445
HHM Wealth Advisors
Tennessee
$2.97M
LF
2446
LifeSteps Financial
California
$2.97M
FF
2447
Farrow Financial
Vermont
$2.96M
CWP
2448
Core Wealth Partners
California
$2.96M
FBT
2449
First Bank & Trust
South Dakota
$2.96M
APW
2450
Austin Private Wealth
Texas
$2.96M