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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
ARA
2451
Alexander Randolph Advisory
Virginia
$2.96M
SIG
2452
Sky Investment Group
Connecticut
$2.95M
HNWAG
2453
High Net Worth Advisory Group
Florida
$2.95M
MLA
2454
My Legacy Advisors
Oregon
$2.95M
WWM
2455
Waterway Wealth Management
Texas
$2.94M
HBW
2456
Hazlett, Burt & Watson
West Virginia
$2.94M
SCA
2457
Sandy Cove Advisors
Massachusetts
$2.94M
SFC
2458
SYM Financial Corp
Indiana
$2.93M
WAM
2459
Wernau Asset Management
Massachusetts
$2.93M
BST
2460
Bath Savings Trust
Maine
$2.93M
HWM
2461
Hemington Wealth Management
Virginia
$2.92M
BOJHT
2462
Bank of Jackson Hole Trust
Wyoming
$2.92M
PIA
2463
Perennial Investment Advisors
California
$2.92M
HAM
2464
Harmony Asset Management
Arizona
$2.91M
CG
2465
Corundum Group
Colorado
$2.91M
PIA
2466
Pinion Investment Advisors
Kansas
$2.91M
MAM
2467
MWA Asset Management
Massachusetts
$2.91M
YWS
2468
Yarger Wealth Strategies
Ohio
$2.91M
ACM
2469
Advent Capital Management
New York
$2.9M
WCM
2470
Windsor Capital Management
Arizona
$2.9M
SRC
2471
Sage Rhino Capital
California
$2.9M
KCM
2472
Kathmere Capital Management
Pennsylvania
$2.89M
MTC
2473
Matrix Trust Company
Colorado
$2.88M
PCM
2474
Pointe Capital Management
Michigan
$2.88M
UAML
2475
US Asset Management LLC
Pennsylvania
$2.88M