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JPMorgan Chase

4,670 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: 4,6004,670 (+70)

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
4,670
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
EA
1401
Everpar Advisors
Oklahoma
$9.52M
BKA
1402
Brick & Kyle Associates
Pennsylvania
$9.51M
ECM
1403
Exchange Capital Management
Michigan
$9.5M
SP
1404
Stonebrook Private
Michigan
$9.47M
CIA
1405
Covington Investment Advisors
Pennsylvania
$9.47M
BGC
1406
Beutel, Goodman & Co
Ontario, Canada
$9.46M
CAAS
1407
Capital Asset Advisory Services
Michigan
$9.46M
CCA
1408
Checchi Capital Advisers
California
$9.44M
WPIC
1409
White Pine Investment Company
Michigan
$9.43M
MCM
1410
Maltese Capital Management
New York
$9.42M
CSA
1411
Cottage Street Advisors
Massachusetts
$9.42M
TAM
1412
Trust Asset Management
Texas
$9.4M
LSPW
1413
Lake Street Private Wealth
Illinois
$9.4M
AC
1414
Avestar Capital
New York
$9.37M
GSEP
1415
Golden State Equity Partners
California
$9.36M
NP
1416
Nilsine Partners
Colorado
$9.36M
FIB
1417
First Interstate Bank
Montana
$9.35M
EW
1418
Evexia Wealth
Wisconsin
$9.34M
CD
1419
Chapin Davis
Maryland
$9.32M
AC
1420
Arjuna Capital
North Carolina
$9.28M
CW
1421
CreativeOne Wealth
Kansas
$9.27M
RA
1422
Ransom Advisory
Rhode Island
$9.27M
AAP
1423
Arax Advisory Partners
Colorado
$9.26M
HWMO
1424
Heritage Wealth Management (Ohio)
Ohio
$9.2M
FSG
1425
Financial Strategies Group
Michigan
$9.19M