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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
ST
1426
Sentinel Trust
Texas
$9.19M
MMPW
1427
Mitchell McLeod Pugh & Williams
Alabama
$9.19M
PFA
1428
Pathway Financial Advisers
Indiana
$9.18M
NG
1429
NatWest Group
United Kingdom
$9.17M
WWA
1430
WCG Wealth Advisors
Nevada
$9.16M
DA
1431
DCM Advisors
New York
$9.16M
WP
1432
WealthShield Partners
North Carolina
$9.13M
FFN
1433
Focus Financial Network
Minnesota
$9.13M
FMB
1434
Field & Main Bank
Kentucky
$9.12M
TC
1435
TownSquare Capital
Utah
$9.11M
CIP
1436
Capital Insight Partners
Arizona
$9.11M
BA
1437
Baugh & Associates
Georgia
$9.1M
MC
1438
Mirabaud & Cie
Switzerland
$9.09M
WTA
1439
Washington Trust Advisors
Massachusetts
$9.08M
HAC
1440
Harbor Advisory Corp
New Hampshire
$9.08M
SAI
1441
Savvy Advisors Inc
New York
$9.08M
RFN
1442
RDA Financial Network
Iowa
$9.08M
PAM
1443
Paradigm Asset Management
New York
$9.07M
MYLI
1444
Meiji Yasuda Life Insurance
Japan
$9.07M
GBT
1445
Grove Bank & Trust
Florida
$9.06M
DIM
1446
DLK Investment Management
California
$9.05M
GFP
1447
Gryphon Financial Partners
Ohio
$9.05M
MA
1448
MSA Advisors
California
$9.05M
BP
1449
BBR Partners
New York
$9.04M
DWM
1450
Diversify Wealth Management
Utah
$9.03M