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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
VA
1251
Valmark Advisers
Ohio
$11.8M
AG
1252
Advocate Group
Minnesota
$11.7M
CC
1253
Constitution Capital
Connecticut
$11.7M
IIM
1254
Intact Investment Management
Quebec, Canada
$11.7M
PCA
1255
Providence Capital Advisors
North Carolina
$11.7M
NS
1256
NBC Securities
Alabama
$11.7M
AIM
1257
Anchor Investment Management
South Carolina
$11.7M
CT
1258
Chicago Trust
Illinois
$11.7M
PA
1259
Profund Advisors
Maryland
$11.6M
OFG
1260
Oxford Financial Group
Indiana
$11.6M
FC
1261
Fusion Capital
South Carolina
$11.6M
NC
1262
NBW Capital
Massachusetts
$11.6M
P
1263
Pitcairn
Pennsylvania
$11.5M
EFMC
1264
Empire Financial Management Company
New York
$11.5M
BOH
1265
Bank of Hawaii
Hawaii
$11.5M
WAS
1266
WESPAC Advisors SoCal
California
$11.5M
AMM
1267
American Money Management
California
$11.5M
OSNBOA
1268
Old Second National Bank of Aurora
Illinois
$11.5M
NO
1269
Ninety One
South Africa
$11.5M
VST
1270
Van Strum & Towne
California
$11.5M
EARNEST Partners
1271
EARNEST Partners
Georgia
$11.5M
ACM
1272
Alpha Capital Management
Texas
$11.5M
BCPWM
1273
Bradley & Co Private Wealth Management
Florida
$11.4M
AWM
1274
Arista Wealth Management
Nevada
$11.4M
SCM
1275
Shelton Capital Management
Colorado
$11.4M