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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
SAM
1451
Sompo Asset Management
Japan
$8.99M
SPG
1452
Strategic Planning Group
Utah
$8.99M
CBB
1453
Citizens Business Bank
California
$8.99M
SAW
1454
Signal Advisors Wealth
Michigan
$8.99M
BFC
1455
Bedel Financial Consulting
Indiana
$8.98M
ICP
1456
Ironvine Capital Partners
Nebraska
$8.98M
EGA
1457
E&G Advisors
Texas
$8.97M
LG
1458
Leuthold Group
Minnesota
$8.95M
OMC
1459
Overbrook Management Corp
New York
$8.95M
NAM
1460
NTV Asset Management
West Virginia
$8.93M
AFM
1461
Abbot Financial Management
Massachusetts
$8.92M
MCCP
1462
Mission Creek Capital Partners
California
$8.92M
UWM
1463
Udine Wealth Management
Florida
$8.92M
SCM
1464
Summerhill Capital Management
Ontario, Canada
$8.91M
LAM
1465
L2 Asset Management
Massachusetts
$8.91M
SI
1466
Sava Infond
Slovenia
$8.91M
HW
1467
HORAN Wealth
Ohio
$8.9M
ITIM
1468
Indiana Trust & Investment Management
Indiana
$8.9M
BMA
1469
Brooks Moore & Associates
Tennessee
$8.9M
HIM
1470
Hillsdale Investment Management
Ontario, Canada
$8.89M
WBWA
1471
William B. Walkup & Associates
South Carolina
$8.87M
CF
1472
Concorde Financial
Texas
$8.86M
MA
1473
McBroom & Associates
Nevada
$8.85M
CCA
1474
Cooper Capital Advisors
California
$8.85M
SCP
1475
Stamos Capital Partners
California
$8.84M