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JPMorgan Chase

4,671 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, 1,980 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: 4,6004,671 (+71)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,980

9% less call options, than puts

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

Holders
4,671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
937
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
LFG
3451
Lockerman Financial Group
California
$919K
CTWM
3452
Cherry Tree Wealth Management
Minnesota
$917K
CA
3453
Clune & Associates
Illinois
$917K
YIH
3454
Y-Intercept (HK)
Hong Kong
$916K
IIM
3455
Ironwood Investment Management
Massachusetts
$914K
MJRIC
3456
Mogy Joel R Investment Counsel
California
$914K
RA
3457
Riversedge Advisors
Delaware
$913K
HF
3458
Holcombe Financial
Georgia
$912K
PIM
3459
Pullen Investment Management
Florida
$911K
AWA
3460
Arbor Wealth Advisors
Michigan
$910K
TCOO
3461
Trust Company of Oklahoma
Oklahoma
$910K
JLBC
3462
J.L. Bainbridge & Co
Florida
$910K
BFS
3463
Burkett Financial Services
South Carolina
$909K
HIA
3464
HTG Investment Advisors
Connecticut
$907K
RA
3465
Ruggaard & Associates
Ohio
$905K
EGWAG
3466
Elwood & Goetz Wealth Advisory Group
Georgia
$902K
CWA
3467
Clearview Wealth Advisors
Oregon
$900K
Cohen & Steers
3468
Cohen & Steers
New York
$899K
CFG
3469
Copley Financial Group
California
$899K
KPWG
3470
KFA Private Wealth Group
Virginia
$898K
MF
3471
Meridian Financial
Massachusetts
$897K
TCM
3472
TruNorth Capital Management
Michigan
$897K
WCM
3473
Washburn Capital Management
Florida
$897K
VEA
3474
Virtus ETF Advisers
New York
$897K
AF
3475
Atala Financial
California
$895K