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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
MPM
1026
Meritage Portfolio Management
Kansas
$17.1M
BWM
1027
Buckley Wealth Management
Nevada
$17.1M
MCM
1028
Mitchell Capital Management
Kansas
$17M
CPC
1029
Consolidated Planning Corp
Georgia
$17M
EP
1030
Edgestream Partners
New Jersey
$17M
PIM
1031
Plato Investment Management
Australia
$16.9M
CCFCSB
1032
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M
ET
1033
Equitable Trust
Tennessee
$16.9M
MCP
1034
Mirador Capital Partners
California
$16.9M
FRA
1035
Frank Rimerman Advisors
California
$16.8M
IPW
1036
Invictus Private Wealth
Colorado
$16.8M
LWANC
1037
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.8M
BPAMU
1038
BTG Pactual Asset Management US
New York
$16.8M
HBT
1039
Hills Bank & Trust
Iowa
$16.8M
MWA
1040
Meridian Wealth Advisors
Texas
$16.7M
NLP
1041
Next Level Private
New York
$16.7M
DAC
1042
Dividend Assets Capital
South Carolina
$16.7M
PAI
1043
Pittenger & Anderson Inc
Nebraska
$16.6M
TCM
1044
Traynor Capital Management
Pennsylvania
$16.6M
SA
1045
SRH Advisors
Kansas
$16.6M
SC
1046
Stolper & Co
Oklahoma
$16.6M
III
1047
Independent Investors Inc
New York
$16.5M
PA
1048
Procyon Advisors
Connecticut
$16.5M
VAS
1049
Valicenti Advisory Services
New York
$16.4M
VM
1050
Venator Management
Pennsylvania
$16.4M