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JPMorgan Chase

4,668 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, 1,993 increasing their positions, 1,979 reducing their positions, and 104 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:

1% more funds holding

Funds holding: 4,6004,668 (+68)

1% more repeat investments, than reductions

Existing positions increased: 1,993 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,668
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
NRG
701
Nemes Rush Group
Michigan
$32.4M
NFC
702
Northeast Financial Consultants
Connecticut
$32.4M
OIA
703
OneDigital Investment Advisors
Kansas
$32.3M
AWM
704
Absher Wealth Management
North Carolina
$32.2M
TYCC
705
Texas Yale Capital Corp
Florida
$32.2M
CTA
706
Colonial Trust Advisors
South Carolina
$32.1M
JPMIA
707
J.P. Marvel Investment Advisors
Massachusetts
$32M
CAM
708
Congress Asset Management
Massachusetts
$32M
SCA
709
Stillwater Capital Advisors
Pennsylvania
$32M
HSA
710
HBK Sorce Advisory
Pennsylvania
$31.9M
SFI
711
Susquehanna Fundamental Investments
Pennsylvania
$31.6M
CHAM
712
Clear Harbor Asset Management
Connecticut
$31.4M
Squarepoint
713
Squarepoint
New York
$31.4M
PMG
714
ProVise Management Group
Florida
$31.3M
CSP
715
Cary Street Partners
Virginia
$31.3M
GGS
716
Galvin Gaustad & Stein
Arizona
$31.3M
RP
717
Rice Partnership
Hawaii
$31.3M
BFG
718
Bleakley Financial Group
New Jersey
$31.2M
GI
719
GAMMA Investing
California
$31.2M
TF
720
Talbot Financial
Washington
$31.1M
VT
721
Vise Technologies
New York
$30.9M
LW
722
Linscomb Wealth
Texas
$30.7M
SHFA
723
SS&H Financial Advisors
Michigan
$30.6M
ACH
724
ArrowMark Colorado Holdings
Colorado
$30.6M
KOCAA
725
Knights of Columbus Asset Advisors
Connecticut
$30.5M