JPM icon

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
TFP
2826
Tilia Fiduciary Partners
North Carolina
$1.95M
BIA
2827
Beacon Investment Advisors
Maryland
$1.95M
PK
2828
Pflug Koory
Nebraska
$1.95M
AIM
2829
Advyzon Investment Management
Illinois
$1.95M
HPBT
2830
Hickory Point Bank & Trust
Illinois
$1.95M
FB
2831
Finward Bancorp
Indiana
$1.94M
WEG
2832
World Equity Group
Illinois
$1.94M
GF
2833
Gries Financial
Ohio
$1.93M
MAM
2834
Milestone Asset Management
Pennsylvania
$1.93M
SCP
2835
Sivia Capital Partners
California
$1.93M
VCM
2836
Viewpoint Capital Management
Washington
$1.93M
TFA
2837
Transamerica Financial Advisors
Florida
$1.93M
HBS
2838
Howard Bailey Securities
Indiana
$1.92M
CRI
2839
Colonial River Investments
Virginia
$1.92M
KSWWM
2840
Keyes Stange & Wooten Wealth Management
Florida
$1.92M
PVM
2841
Palogic Value Management
Texas
$1.92M
AFS
2842
Access Financial Services
Minnesota
$1.92M
TFM
2843
TFC Financial Management
Massachusetts
$1.92M
SB
2844
Sunflower Bank
Texas
$1.92M
ME
2845
McIlrath & Eck
Washington
$1.91M
SWM
2846
Sterling Wealth Management
Illinois
$1.91M
CS
2847
Capital Square
Tennessee
$1.91M
TA
2848
TFB Advisors
Kansas
$1.9M
DCM
2849
Driehaus Capital Management
Illinois
$1.9M
DI
2850
Disciplined Investors
Texas
$1.9M