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JPMorgan Chase

4,696 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,004 increasing their positions, 1,989 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:

1.28% more ownership

Funds ownership: 70.82%72.1% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,004 | Existing positions reduced: 1,989

9% less call options, than puts

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

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
JCM
701
Janney Capital Management
Pennsylvania
$32.5M
NRG
702
Nemes Rush Group
Michigan
$32.4M
NFC
703
Northeast Financial Consultants
Connecticut
$32.4M
OIA
704
OneDigital Investment Advisors
Kansas
$32.3M
AWM
705
Absher Wealth Management
North Carolina
$32.2M
TYCC
706
Texas Yale Capital Corp
Florida
$32.2M
CTA
707
Colonial Trust Advisors
South Carolina
$32.1M
JPMIA
708
J.P. Marvel Investment Advisors
Massachusetts
$32M
CAM
709
Congress Asset Management
Massachusetts
$32M
SCA
710
Stillwater Capital Advisors
Pennsylvania
$32M
HSA
711
HBK Sorce Advisory
Pennsylvania
$31.9M
SFI
712
Susquehanna Fundamental Investments
Pennsylvania
$31.6M
CHAM
713
Clear Harbor Asset Management
Connecticut
$31.4M
Squarepoint
714
Squarepoint
New York
$31.4M
PMG
715
ProVise Management Group
Florida
$31.3M
CSP
716
Cary Street Partners
Virginia
$31.3M
GGS
717
Galvin Gaustad & Stein
Arizona
$31.3M
RP
718
Rice Partnership
Hawaii
$31.3M
BFG
719
Bleakley Financial Group
New Jersey
$31.2M
GI
720
GAMMA Investing
California
$31.2M
TF
721
Talbot Financial
Washington
$31.1M
VT
722
Vise Technologies
New York
$30.9M
LW
723
Linscomb Wealth
Texas
$30.7M
SHFA
724
SS&H Financial Advisors
Michigan
$30.6M
ACH
725
ArrowMark Colorado Holdings
Colorado
$30.6M