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JPMorgan Chase

4,675 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 250 funds opening new positions, 1,996 increasing their positions, 1,981 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 ownership

Funds ownership:

2% more funds holding

Funds holding: 4,6024,675 (+73)

1% more repeat investments, than reductions

Existing positions increased: 1,996 | Existing positions reduced: 1,981

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,675
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
SFS
2601
Security Financial Services
Indiana
$2.51M
AB
2602
ANB Bank
Colorado
$2.5M
LCM
2603
Lazari Capital Management
California
$2.5M
MFG
2604
Monte Financial Group
Connecticut
$2.5M
BSSFA
2605
Baron Silver Stevens Financial Advisors
Florida
$2.5M
SIM
2606
Sentry Investment Management
Wisconsin
$2.5M
WAL
2607
W Advisors LLC
Tennessee
$2.49M
BCM
2608
Bayesian Capital Management
New York
$2.49M
CL
2609
CIM LLC
New York
$2.49M
CIA
2610
Citadel Investment Advisory
Ohio
$2.49M
VIPI
2611
Vista Investment Partners II
Indiana
$2.49M
JFA
2612
JNBA Financial Advisors
Minnesota
$2.49M
CAG
2613
Centerpoint Advisory Group
Kansas
$2.49M
MKC
2614
M. Kraus & Co
Vermont
$2.49M
WMWM
2615
Whitaker-Myers Wealth Managers
Ohio
$2.48M
TCB
2616
Texas Capital Bancshares
Texas
$2.48M
VWM
2617
Vigilare Wealth Management
Arizona
$2.48M
PWM
2618
Paulson Wealth Management
Illinois
$2.48M
CIC
2619
Cornercap Investment Counsel
Georgia
$2.48M
NA
2620
Navellier & Associates
Nevada
$2.48M
CSB
2621
City State Bank
Iowa
$2.48M
VCM
2622
Vision Capital Management
Oregon
$2.47M
PSFG
2623
Prairie Sky Financial Group
Illinois
$2.47M
IA
2624
IFG Advisors
Missouri
$2.47M
CMANY
2625
Capital Management Associates (New York)
New York
$2.46M