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JPMorgan Chase

4,697 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, 1,990 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: 1,990

9% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
940
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
CBOR
1076
Community Bank of Raymore
Missouri
$15.8M
NFG
1077
Nations Financial Group
Iowa
$15.8M
SG
1078
StoneX Group
New York
$15.8M
KFGK
1079
Keystone Financial Group (Kentucky)
Kentucky
$15.7M
ECM
1080
EagleClaw Capital Management
Massachusetts
$15.7M
JIC
1081
Joel Isaacson & Co
New York
$15.6M
BHPW
1082
Beverly Hills Private Wealth
California
$15.6M
CB
1083
Cadence Bank
Mississippi
$15.6M
SIM
1084
Stratos Investment Management
Ohio
$15.5M
CF
1085
Clarity Financial
Texas
$15.5M
TIP
1086
Torray Investment Partners
Maryland
$15.5M
CCP
1087
Clough Capital Partners
Massachusetts
$15.5M
AAS
1088
Annex Advisory Services
Wisconsin
$15.5M
AWCI
1089
Alpine Woods Capital Investors
New York
$15.4M
GCM
1090
Genus Capital Management
British Columbia, Canada
$15.4M
TCWA
1091
Turtle Creek Wealth Advisors
Texas
$15.4M
CAL
1092
Capital Analysts LLC
Pennsylvania
$15.3M
SIC
1093
Sigma Investment Counselors
Michigan
$15.3M
JG
1094
Jain Global
New York
$15.3M
SW
1095
Simplicity Wealth
New Jersey
$15.2M
BPC
1096
Banque Pictet & Cie
Switzerland
$15.2M
APP
1097
Avantax Planning Partners
Iowa
$15.2M
QC
1098
Quadrature Capital
United Kingdom
$15.2M
HRC
1099
Hoertkorn Richard Charles
$15.2M
LTI
1100
Laffer Tengler Investments
Tennessee
$15.2M