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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
ACS
1476
Archford Capital Strategies
Illinois
$8.84M
HEIP
1477
Hudson Edge Investment Partners
New Jersey
$8.84M
O
1478
Ossiam
France
$8.83M
SSW
1479
Stone Summit Wealth
Florida
$8.82M
PG
1480
Patten Group
Tennessee
$8.8M
HI
1481
Hoey Investments
Pennsylvania
$8.79M
AC
1482
Addison Capital
Pennsylvania
$8.78M
CNFG
1483
Creegan & Nassoura Financial Group
New Hampshire
$8.77M
MFG
1484
MidWestOne Financial Group
Iowa
$8.77M
UHC
1485
Union Heritage Capital
Michigan
$8.76M
Nomura Holdings
1486
Nomura Holdings
Japan
$8.75M
NB
1487
Northwest Bancshares
Pennsylvania
$8.74M
KA
1488
Kovack Advisors
Florida
$8.72M
DW30
1489
Drucker Wealth 3.0
New Jersey
$8.72M
SC
1490
Skylands Capital
Wisconsin
$8.71M
AH
1491
Allen Holding
New York
$8.7M
ITC
1492
Inspire Trust Company
Nevada
$8.7M
KWA
1493
Kingswood Wealth Advisors
California
$8.7M
IIC
1494
Ironwood Investment Counsel
Arizona
$8.7M
GIA
1495
Guyasuta Investment Advisors
Pennsylvania
$8.69M
FC
1496
Forte Capital
New York
$8.69M
RMSCM
1497
R.M. Sincerbeaux Capital Management
New York
$8.69M
SBFM
1498
S-Bank Fund Management
Finland
$8.69M
NW
1499
Naviter Wealth
Arkansas
$8.69M
IA
1500
IFG Advisory
Georgia
$8.68M