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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 249 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: 4,6034,675 (+72)

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
CCAM
2851
Cascades Capital Asset Management
North Carolina
$1.88M
FFA
2852
Fi3 Financial Advisors
Indiana
$1.87M
GHAM
2853
Gilman Hill Asset Management
Connecticut
$1.87M
VFPW
2854
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.87M
AWM
2855
Atticus Wealth Management
Florida
$1.87M
Fiera Capital (Canada)
2856
Fiera Capital (Canada)
Quebec, Canada
$1.87M
SFS
2857
Symphony Financial Services
Ohio
$1.87M
RWPA
2858
Richard W. Paul & Associates
Michigan
$1.87M
VP
2859
Verum Partners
North Carolina
$1.86M
AWM
2860
AllSquare Wealth Management
New York
$1.86M
FFA
2861
Frazier Financial Advisors
Ohio
$1.86M
WIM
2862
Westside Investment Management
California
$1.86M
SWIG
2863
Strategic Wealth Investment Group
Kentucky
$1.85M
WC
2864
Westerkirk Capital
$1.85M
DIP
2865
Davis Investment Partners
North Carolina
$1.85M
KFS
2866
Keynote Financial Services
Connecticut
$1.84M
CAGAS
2867
Capital Advisory Group Advisory Services
Minnesota
$1.84M
MFGM
2868
Marshall Financial Group (Maryland)
Maryland
$1.84M
TSS
2869
Two Sigma Securities
New York
$1.84M
BCG
2870
BayBridge Capital Group
California
$1.84M
IHL
2871
Investment House LLC
California
$1.83M
OLVIG
2872
Oliver Lagore Vanvalin Investment Group
Michigan
$1.83M
TCM
2873
Tang Capital Management
California
$1.83M
KIA
2874
Knollwood Investment Advisory
Maryland
$1.83M
MWM
2875
McNaughton Wealth Management
California
$1.83M