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JPMorgan Chase

4,669 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, 1,994 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:

2% more funds holding

Funds holding: 4,6004,669 (+69)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,669
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
FMTC
1151
Farmers & Merchants Trust Company
California
$13.7M
HCA
1152
Harbour Capital Advisors
Virginia
$13.7M
SCA
1153
Stokes Capital Advisors
South Carolina
$13.7M
ACGA
1154
Atlanta Consulting Group Advisors
Georgia
$13.7M
RBA
1155
Richard Bernstein Advisors
New York
$13.7M
SAG
1156
SageView Advisory Group
California
$13.6M
CFSG
1157
Community Financial Services Group
Vermont
$13.6M
JIP
1158
Jaffetilchin Investment Partners
Florida
$13.6M
FC
1159
Fulcrum Capital
Washington
$13.6M
PTB
1160
Pioneer Trust Bank
Oregon
$13.6M
PCG
1161
Prosperity Consulting Group
Maryland
$13.6M
VHAM
1162
Van Hulzen Asset Management
California
$13.5M
LSA
1163
L & S Advisors
California
$13.5M
CSUI
1164
Cincinnati Specialty Underwriters Insurance
Ohio
$13.5M
CCC
1165
Cincinnati Casualty Company
Ohio
$13.5M
FB
1166
Fulton Bank
Pennsylvania
$13.5M
FPGT
1167
Financial Partners Group (Tennessee)
Tennessee
$13.5M
CBA
1168
Coastal Bridge Advisors
Connecticut
$13.4M
IA
1169
IFP Advisors
Florida
$13.4M
BFO
1170
Boston Family Office
Massachusetts
$13.4M
SAM
1171
Smithbridge Asset Management
Pennsylvania
$13.4M
BPC
1172
Bearing Point Capital
Minnesota
$13.3M
MAM
1173
Mystic Asset Management
Rhode Island
$13.3M
DSC
1174
Duncker Streett & Co
Missouri
$13.3M
RIA
1175
RPG Investment Advisory
California
$13.2M