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JPMorgan Chase

4,672 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, 1,994 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: 4,6004,672 (+72)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,981

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
938
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
STA
3101
Smith Thornton Advisors
Alabama
$1.42M
SIG
3102
Spinnaker Investment Group
California
$1.42M
ECM
3103
Elgethun Capital Management
South Dakota
$1.42M
SWM
3104
Shelton Wealth Management
Texas
$1.42M
THCM
3105
Taylor Hoffman Capital Management
Virginia
$1.42M
CFD
3106
Creative Financial Designs
Indiana
$1.42M
WAM
3107
WNY Asset Management
New York
$1.42M
RF
3108
Rossby Financial
Florida
$1.42M
PAA
3109
Peregrine Asset Advisers
Oregon
$1.42M
TF
3110
Trek Financial
Arizona
$1.42M
PA
3111
PFW Advisors
Georgia
$1.42M
SSCM
3112
Spectrum Strategic Capital Management
Oregon
$1.41M
HIG
3113
Heritage Investment Group
Florida
$1.41M
TA
3114
TrueWealth Advisors
Alabama
$1.41M
HCM
3115
Hutchinson Capital Management
California
$1.41M
PC
3116
PhiloSmith Capital
Connecticut
$1.41M
VAMG
3117
Voisard Asset Management Group
Michigan
$1.4M
GC
3118
GatePass Capital
Ohio
$1.4M
KWM
3119
Keebeck Wealth Management
Illinois
$1.4M
MCM
3120
McDonough Capital Management
Florida
$1.4M
MAG
3121
MRA Advisory Group
New Jersey
$1.4M
PPW
3122
Pasadena Private Wealth
California
$1.4M
AAG
3123
Armstrong Advisory Group
Massachusetts
$1.39M
SPP
3124
Single Point Partners
Massachusetts
$1.39M
HSG
3125
Helen Stephens Group
Texas
$1.39M