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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
TA
1326
TFG Advisers
Michigan
$10.6M
CWM
1327
Cordatus Wealth Management
Pennsylvania
$10.6M
IA
1328
IFC Advisors
California
$10.5M
IAIM
1329
International Assets Investment Management
Florida
$10.5M
BFC
1330
Blue Fin Capital
Rhode Island
$10.5M
HCM
1331
Hodges Capital Management
Texas
$10.5M
LT
1332
Legacy Trust
Michigan
$10.5M
CRI
1333
Commonwealth Retirement Investments
Virginia
$10.5M
AG
1334
AlTi Global
New York
$10.5M
OPW
1335
Osprey Private Wealth
New York
$10.5M
CICC
1336
Capital Investment Counsel (Colorado)
Colorado
$10.5M
TNBTD
1337
Trustmark National Bank Trust Department
Mississippi
$10.4M
HCM
1338
Howland Capital Management
Massachusetts
$10.4M
CAS
1339
Coppell Advisory Solutions
Texas
$10.4M
HWAM
1340
Hennion & Walsh Asset Management
New Jersey
$10.4M
MCP
1341
Martin Capital Partners
Oregon
$10.4M
MYIA
1342
Mount Yale Investment Advisors
Colorado
$10.4M
QI
1343
Qtron Investments
Massachusetts
$10.4M
SHA
1344
Seneca House Advisors
Virginia
$10.4M
DLCIG
1345
D.L. Carlson Investment Group
New Hampshire
$10.3M
JSW
1346
Journey Strategic Wealth
New Jersey
$10.3M
SCP
1347
Sandhill Capital Partners
New York
$10.3M
CT
1348
Clearstead Trust
Maine
$10.3M
RCA
1349
Resonant Capital Advisors
Wisconsin
$10.2M
GFA
1350
Gifford Fong Associates
California
$10.2M