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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
SFO
1151
Stokes Family Office
Louisiana
$13.8M
BAM
1152
Brave Asset Management
New Jersey
$13.8M
BTI
1153
Blue Trust Inc
Georgia
$13.8M
FMTC
1154
Farmers & Merchants Trust Company
California
$13.7M
HCA
1155
Harbour Capital Advisors
Virginia
$13.7M
SCA
1156
Stokes Capital Advisors
South Carolina
$13.7M
ACGA
1157
Atlanta Consulting Group Advisors
Georgia
$13.7M
RBA
1158
Richard Bernstein Advisors
New York
$13.7M
SAG
1159
SageView Advisory Group
California
$13.6M
CFSG
1160
Community Financial Services Group
Vermont
$13.6M
JIP
1161
Jaffetilchin Investment Partners
Florida
$13.6M
FC
1162
Fulcrum Capital
Washington
$13.6M
PTB
1163
Pioneer Trust Bank
Oregon
$13.6M
PCG
1164
Prosperity Consulting Group
Maryland
$13.6M
VHAM
1165
Van Hulzen Asset Management
California
$13.5M
LSA
1166
L & S Advisors
California
$13.5M
CCC
1167
Cincinnati Casualty Company
Ohio
$13.5M
CSUI
1168
Cincinnati Specialty Underwriters Insurance
Ohio
$13.5M
FB
1169
Fulton Bank
Pennsylvania
$13.5M
FPGT
1170
Financial Partners Group (Tennessee)
Tennessee
$13.5M
CBA
1171
Coastal Bridge Advisors
Connecticut
$13.4M
IA
1172
IFP Advisors
Florida
$13.4M
BFO
1173
Boston Family Office
Massachusetts
$13.4M
SAM
1174
Smithbridge Asset Management
Pennsylvania
$13.4M
BPC
1175
Bearing Point Capital
Minnesota
$13.3M