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JPMorgan Chase

4,699 hedge funds and large institutions have $581B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,006 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:

1.29% more ownership

Funds ownership: 70.9%72.19% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,006 | Existing positions reduced: 1,990

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,699
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
941
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
GBT
1451
Grove Bank & Trust
Florida
$9.06M
DIM
1452
DLK Investment Management
California
$9.05M
GFP
1453
Gryphon Financial Partners
Ohio
$9.05M
MA
1454
MSA Advisors
California
$9.05M
BP
1455
BBR Partners
New York
$9.04M
DWM
1456
Diversify Wealth Management
Utah
$9.03M
SAM
1457
Sompo Asset Management
Japan
$8.99M
SPG
1458
Strategic Planning Group
Utah
$8.99M
CBB
1459
Citizens Business Bank
California
$8.99M
SAW
1460
Signal Advisors Wealth
Michigan
$8.99M
BFC
1461
Bedel Financial Consulting
Indiana
$8.98M
ICP
1462
Ironvine Capital Partners
Nebraska
$8.98M
EGA
1463
E&G Advisors
Texas
$8.97M
LG
1464
Leuthold Group
Minnesota
$8.95M
OMC
1465
Overbrook Management Corp
New York
$8.95M
NAM
1466
NTV Asset Management
West Virginia
$8.93M
AFM
1467
Abbot Financial Management
Massachusetts
$8.92M
MCCP
1468
Mission Creek Capital Partners
California
$8.92M
UWM
1469
Udine Wealth Management
Florida
$8.92M
SCM
1470
Summerhill Capital Management
Ontario, Canada
$8.91M
LAM
1471
L2 Asset Management
Massachusetts
$8.91M
SI
1472
Sava Infond
Slovenia
$8.91M
HW
1473
HORAN Wealth
Ohio
$8.9M
ITIM
1474
Indiana Trust & Investment Management
Indiana
$8.9M
BMA
1475
Brooks Moore & Associates
Tennessee
$8.9M