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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
SC
3351
Summa Corp
Texas
$1.04M
CF
3352
Cyr Financial
Illinois
$1.04M
SI
3353
Stonekeep Investments
New Mexico
$1.04M
JF
3354
Joule Financial
Kentucky
$1.04M
BFS
3355
BridgePort Financial Solutions
Iowa
$1.04M
ACA
3356
American Capital Advisory
Idaho
$1.04M
SWM
3357
SilverOak Wealth Management
Minnesota
$1.04M
MCM
3358
Magnolia Capital Management
New York
$1.04M
PCM
3359
Presidio Capital Management
California
$1.03M
BRWM
3360
Blue Rock Wealth Management
North Carolina
$1.03M
CCG
3361
Coastwise Capital Group
California
$1.03M
BWM
3362
BankPlus Wealth Management
Mississippi
$1.03M
Fuller & Thaler Asset Management
3363
Fuller & Thaler Asset Management
California
$1.02M
CFAM
3364
Center For Asset Management
Florida
$1.02M
CIA
3365
Compass Ion Advisors
Pennsylvania
$1.02M
ISFAN
3366
Investor's Fiduciary Advisor Network
Washington
$1.02M
WIM
3367
Warwick Investment Management
Texas
$1.02M
MWA
3368
Motive Wealth Advisors
Michigan
$1.02M
HC
3369
Hourglass Capital
Texas
$1.02M
DSAM
3370
Dock Street Asset Management
Florida
$1.02M
PP
3371
Postrock Partners
Oregon
$1.02M
WI
3372
WJ Interests
Texas
$1.01M
RW
3373
Rede Wealth
Virginia
$1.01M
MWM
3374
Maltin Wealth Management
New Jersey
$1.01M
OP
3375
ORG Partners
Indiana
$1.01M