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JPMorgan Chase

4,699 hedge funds and large institutions have $581B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,006 increasing their positions, 1,990 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 funds holding

Funds holding:

1.29% more ownership

Funds ownership: 70.9%72.19% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,006 | Existing positions reduced: 1,990

9% less call options, than puts

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

Holders
4,699
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
941
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
PCM
3601
Perritt Capital Management
Illinois
$798K
LBC
3602
Leigh Baldwin & Co
New York
$798K
B
3603
Bensler
Washington
$798K
HIM
3604
Hanlon Investment Management
New Jersey
$797K
PCML
3605
Payne Capital Management, LLC
New York
$796K
DCBT
3606
Dakota Community Bank & Trust
North Dakota
$793K
SA
3607
Strategic Advocates
Utah
$792K
HGWM
3608
Horst & Graben Wealth Management
Oregon
$792K
KAM
3609
KEB Asset Management
Illinois
$792K
IRC
3610
Investors Research Corp
Georgia
$789K
FZCM
3611
Flynn Zito Capital Management
New York
$789K
PFA
3612
Pathway Financial Advisors
Vermont
$788K
SIM
3613
SSI Investment Management
California
$788K
SPW
3614
Sonoma Private Wealth
California
$788K
HCP
3615
Holt Capital Partners
Texas
$786K
FGWP
3616
Founders Grove Wealth Partners
Virginia
$786K
LIA
3617
Lynx Investment Advisory
District of Columbia
$786K
GSIS
3618
Global Strategic Investment Solutions
Arizona
$784K
CL
3619
COWA LLC
Oklahoma
$783K
AIA
3620
Accelerate Investment Advisors
California
$782K
DFA
3621
Davies Financial Advisors
California
$777K
HC
3622
Hamilton Capital
Ohio
$776K
ICM
3623
Islay Capital Management
Texas
$776K
RCA
3624
Riverview Capital Advisers
Massachusetts
$775K
FA
3625
Fedenia Advisers
Wisconsin
$775K