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