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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
TSS
2876
Two Sigma Securities
New York
$1.84M
BCG
2877
BayBridge Capital Group
California
$1.84M
IHL
2878
Investment House LLC
California
$1.83M
OLVIG
2879
Oliver Lagore Vanvalin Investment Group
Michigan
$1.83M
TCM
2880
Tang Capital Management
California
$1.83M
KIA
2881
Knollwood Investment Advisory
Maryland
$1.83M
MWM
2882
McNaughton Wealth Management
California
$1.83M
LSIA
2883
LaSalle St. Investment Advisors
Illinois
$1.83M
AA
2884
AJ Advisors
Tennessee
$1.83M
SSC
2885
Syverson Strege & Co
Iowa
$1.83M
WF
2886
WinCap Financial
Massachusetts
$1.83M
EFA
2887
Evernest Financial Advisors
Indiana
$1.82M
PP
2888
Patron Partners
Texas
$1.82M
LCWP
2889
Legacy Capital Wealth Partners
Arkansas
$1.81M
KHCM
2890
Kirtland Hills Capital Management
Ohio
$1.81M
HWA
2891
HMV Wealth Advisors
Louisiana
$1.81M
QFA
2892
Quantum Financial Advisors
California
$1.81M
PAG
2893
Powers Advisory Group
Illinois
$1.81M
QFW
2894
QTR Family Wealth
Florida
$1.81M
TCOTS
2895
Trust Company of the South
North Carolina
$1.81M
PIMG
2896
Patriot Investment Management Group
Tennessee
$1.8M
CCM
2897
Crew Capital Management
Ohio
$1.8M
SCM
2898
Stevens Capital Management
Pennsylvania
$1.8M
WAG
2899
Wiser Advisor Group
Arizona
$1.8M
DLHL
2900
Donald L. Hagan LLC
Florida
$1.79M