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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
BRG
2901
Bay Rivers Group
Virginia
$1.78M
SFG
2902
Seamount Financial Group
Colorado
$1.77M
5SA
2903
5th Street Advisors
Connecticut
$1.77M
GTAM
2904
Global Trust Asset Management
Florida
$1.77M
SL
2905
Sentry LLC
Tennessee
$1.77M
MWP
2906
Momentum Wealth Planning
Florida
$1.77M
MEAC
2907
M.E. Allison & Co
Texas
$1.76M
ITFISA
2908
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.76M
SFM
2909
Systematic Financial Management
New Jersey
$1.76M
HFS
2910
Howard Financial Services
Texas
$1.76M
RIA
2911
Realta Investment Advisors
Delaware
$1.76M
IC
2912
Iconiq Capital
California
$1.76M
RL
2913
Rogco LP
Oklahoma
$1.76M
HCA
2914
Heck Capital Advisors
Wisconsin
$1.76M
CPA
2915
Capital Planning Advisors
California
$1.76M
BCM
2916
BluePath Capital Management
Georgia
$1.76M
CIM
2917
Corda Investment Management
Texas
$1.75M
CA
2918
Crumly & Associates
Illinois
$1.75M
SFG
2919
Sunburst Financial Group
Alabama
$1.75M
TWM
2920
Topsail Wealth Management
North Carolina
$1.74M
IPAM
2921
Investment Partners Asset Management
New Jersey
$1.74M
ATI
2922
ARK & TLK Investments
Oklahoma
$1.74M
FC
2923
Fjell Capital
North Dakota
$1.74M
CBUSF
2924
Construction & Building Unions Superannuation Fund
Australia
$1.74M
HAI
2925
Hennessy Advisors Inc
California
$1.74M