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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
JAG
901
Journey Advisory Group
Kentucky
$21.7M
JC
902
JB Capital
Connecticut
$21.6M
SFS
903
Sowell Financial Services
Arkansas
$21.5M
TCM
904
Tufton Capital Management
Maryland
$21.5M
FFP
905
FourThought Financial Partners
Florida
$21.5M
BCM
906
BTC Capital Management
Iowa
$21.5M
MK
907
MASTERINVEST Kapitalanlage
$21.5M
SWP
908
Sagespring Wealth Partners
Tennessee
$21.4M
BRWA
909
B. Riley Wealth Advisors
Florida
$21.3M
MAS
910
Meeder Advisory Services
Ohio
$21.3M
MGIA
911
Moneta Group Investment Advisors
Missouri
$21.2M
CWM
912
Circle Wealth Management
New Jersey
$21.2M
PNAA
913
Pictet North America Advisors
Switzerland
$21.2M
CK
914
Cohen Klingenstein
New York
$21.1M
CCG
915
Cypress Capital Group
Florida
$21.1M
GAB
916
German American Bancorp
Indiana
$21.1M
TF
917
Tompkins Financial
New York
$21M
SWM
918
Stockman Wealth Management
Montana
$21M
VW
919
Vantage Wealth
California
$21M
CB
920
Community Bank
New York
$20.9M
ECM
921
Everence Capital Management
Indiana
$20.8M
RCYC
922
Richard C. Young & Co
Rhode Island
$20.7M
GI
923
GLOBALT Investments
Georgia
$20.6M
CPCPP
924
Canada Post Corporation Pension Plan
Canada
$20.6M
LWIC
925
Leith Wheeler Investment Counsel
British Columbia, Canada
$20.5M