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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
RA
2651
RoundAngle Advisors
New Jersey
$2.42M
SMA
2652
Seven Mile Advisory
New Jersey
$2.42M
RCA
2653
Roberts Capital Advisors
Colorado
$2.42M
CCMW
2654
Cypress Capital Management (Wyoming)
Wyoming
$2.42M
FCB
2655
First County Bank
Connecticut
$2.41M
BI
2656
Bolthouse Investments
California
$2.41M
PCS
2657
Private Client Services
Kentucky
$2.41M
FNBSF
2658
First National Bank Sioux Falls
South Dakota
$2.4M
JWWM
2659
Johnson & White Wealth Management
Pennsylvania
$2.4M
CCA
2660
Cora Capital Advisors
New Jersey
$2.4M
CVM
2661
Cheviot Value Management
California
$2.39M
CBT
2662
CoreFirst Bank & Trust
Kansas
$2.39M
TF
2663
Tudor Financial
Ohio
$2.39M
TC
2664
Trust Company
Kansas
$2.39M
IWA
2665
IBEX Wealth Advisors
New Jersey
$2.39M
TF
2666
TLWM Financial
Texas
$2.38M
EA
2667
Ellsworth Advisors
Ohio
$2.38M
SICM
2668
Sustainable Insight Capital Management
New York
$2.38M
CAM
2669
CPA Asset Management
Florida
$2.38M
SWRP
2670
Summit Wealth & Retirement Planning
California
$2.38M
AWM
2671
Accel Wealth Management
Iowa
$2.38M
JE
2672
JMAC Enterprises
Pennsylvania
$2.37M
VCM
2673
Versant Capital Management
Arizona
$2.37M
WCBA
2674
Weaver C. Barksdale & Associates
Tennessee
$2.37M
AA
2675
Alesco Advisors
New York
$2.37M