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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
OCM
2626
Orion Capital Management
California
$2.46M
ANC
2627
Ames National Corp
Iowa
$2.46M
PWP
2628
Pursue Wealth Partners
California
$2.45M
BCA
2629
Bay Capital Advisors
Virginia
$2.45M
MCM
2630
Mainstream Capital Management
California
$2.45M
LA
2631
LexAurum Advisors
Kansas
$2.45M
GIM
2632
Guardian Investment Management
California
$2.45M
AF
2633
Affiance Financial
Minnesota
$2.45M
EFM
2634
Eley Financial Management
Vermont
$2.44M
SCI
2635
Stableford Capital II
Arizona
$2.44M
LFP
2636
Lakeshore Financial Planning
Michigan
$2.44M
FAG
2637
Fortitude Advisory Group
Washington
$2.44M
GFA
2638
Gallagher Fiduciary Advisors
Illinois
$2.43M
GCC
2639
Game Creek Capital
Massachusetts
$2.43M
CFGW
2640
Chancellor Financial Group WB
Pennsylvania
$2.43M
EWM
2641
Evergreen Wealth Management
Michigan
$2.43M
CWM
2642
Castle Wealth Management
Florida
$2.43M
RA
2643
RoundAngle Advisors
New Jersey
$2.42M
SMA
2644
Seven Mile Advisory
New Jersey
$2.42M
RCA
2645
Roberts Capital Advisors
Colorado
$2.42M
CCMW
2646
Cypress Capital Management (Wyoming)
Wyoming
$2.42M
FCB
2647
First County Bank
Connecticut
$2.41M
BI
2648
Bolthouse Investments
California
$2.41M
PCS
2649
Private Client Services
Kentucky
$2.41M
FNBSF
2650
First National Bank Sioux Falls
South Dakota
$2.4M