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JPMorgan Chase

4,670 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, 1,979 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: 4,6004,670 (+70)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
936
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
DFA
3601
Davies Financial Advisors
California
$777K
HC
3602
Hamilton Capital
Ohio
$776K
ICM
3603
Islay Capital Management
Texas
$776K
RCA
3604
Riverview Capital Advisers
Massachusetts
$775K
FA
3605
Fedenia Advisers
Wisconsin
$775K
FSA
3606
Financial Security Advisor
Virginia
$775K
DA
3607
Detalus Advisors
Missouri
$775K
MWM
3608
Melfa Wealth Management
Massachusetts
$773K
TCM
3609
Teza Capital Management
Illinois
$772K
HA
3610
HC Advisors
Georgia
$772K
MAM
3611
Morse Asset Management
Connecticut
$770K
FCM
3612
Fourpath Capital Management
Oklahoma
$770K
CWM
3613
Cherrydale Wealth Management
New Jersey
$769K
GB
3614
Goepper Burkhardt
South Carolina
$769K
FFG
3615
Fortress Financial Group
Minnesota
$768K
WFC
3616
Western Financial Corp
California
$766K
WCM
3617
Wedge Capital Management
North Carolina
$764K
SFC
3618
Swisher Financial Concepts
Ohio
$764K
TFO
3619
Tarbox Family Office
California
$760K
VAF
3620
Values Added Financial
District of Columbia
$758K
BW
3621
Basepoint Wealth
Iowa
$756K
CCC
3622
Compass Capital Corp
Massachusetts
$754K
BL
3623
Balentine LLC
Georgia
$754K
TCM
3624
Tuttle Capital Management
Connecticut
$752K
MAP
3625
Moody Aldrich Partners
Massachusetts
$752K