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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 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 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
KFGK
1076
Keystone Financial Group (Kentucky)
Kentucky
$15.7M
ECM
1077
EagleClaw Capital Management
Massachusetts
$15.7M
JIC
1078
Joel Isaacson & Co
New York
$15.6M
BHPW
1079
Beverly Hills Private Wealth
California
$15.6M
CB
1080
Cadence Bank
Mississippi
$15.6M
SIM
1081
Stratos Investment Management
Ohio
$15.5M
CF
1082
Clarity Financial
Texas
$15.5M
TIP
1083
Torray Investment Partners
Maryland
$15.5M
CCP
1084
Clough Capital Partners
Massachusetts
$15.5M
AAS
1085
Annex Advisory Services
Wisconsin
$15.5M
AWCI
1086
Alpine Woods Capital Investors
New York
$15.4M
GCM
1087
Genus Capital Management
British Columbia, Canada
$15.4M
TCWA
1088
Turtle Creek Wealth Advisors
Texas
$15.4M
CAL
1089
Capital Analysts LLC
Pennsylvania
$15.3M
SIC
1090
Sigma Investment Counselors
Michigan
$15.3M
JG
1091
Jain Global
New York
$15.3M
SW
1092
Simplicity Wealth
New Jersey
$15.2M
BPC
1093
Banque Pictet & Cie
Switzerland
$15.2M
APP
1094
Avantax Planning Partners
Iowa
$15.2M
QC
1095
Quadrature Capital
United Kingdom
$15.2M
HRC
1096
Hoertkorn Richard Charles
$15.2M
LTI
1097
Laffer Tengler Investments
Tennessee
$15.2M
BWS
1098
Buck Wealth Strategies
Colorado
$15.1M
TCA
1099
Transcend Capital Advisors
New Jersey
$15.1M
BEAM
1100
Baker Ellis Asset Management
Washington
$15.1M