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JPMorgan Chase

4,700 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, 2,007 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: 2,007 | Existing positions reduced: 1,990

9% less call options, than puts

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

Holders
4,700
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
GIA
1501
Guyasuta Investment Advisors
Pennsylvania
$8.69M
FC
1502
Forte Capital
New York
$8.69M
RMSCM
1503
R.M. Sincerbeaux Capital Management
New York
$8.69M
SBFM
1504
S-Bank Fund Management
Finland
$8.69M
NW
1505
Naviter Wealth
Arkansas
$8.69M
IA
1506
IFG Advisory
Georgia
$8.68M
EWA
1507
Exencial Wealth Advisors
Oklahoma
$8.65M
HCM
1508
Hall Capital Management
Rhode Island
$8.64M
HWA
1509
HCR Wealth Advisors
California
$8.64M
ACM
1510
Argyle Capital Management
Pennsylvania
$8.63M
MIP
1511
Marietta Investment Partners
Wisconsin
$8.62M
SACTSONJ
1512
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$8.61M
AI
1513
Arvest Investments
Arkansas
$8.61M
PWAM
1514
Private Wealth Asset Management
Iowa
$8.61M
WE
1515
Wealth Effects
Massachusetts
$8.59M
FDP
1516
Financiere des Professionnels
Quebec, Canada
$8.58M
OFA
1517
Oak Family Advisors
Illinois
$8.58M
EBT
1518
Enterprise Bank & Trust
Massachusetts
$8.56M
ZCI
1519
Zevenbergen Capital Investments
Washington
$8.56M
CFCI
1520
Comprehensive Financial Consultants Institutional
Indiana
$8.52M
PCM
1521
Patient Capital Management
Maryland
$8.52M
ANB
1522
Amarillo National Bank
Texas
$8.49M
AIM
1523
AHL Investment Management
Florida
$8.47M
LC
1524
Lincoln Capital
Nebraska
$8.46M
GCP
1525
GSA Capital Partners
United Kingdom
$8.46M