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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
SMI
1526
Shelter Mutual Insurance
Missouri
$8.41M
EFM
1527
E Fund Management
China
$8.41M
AIM
1528
AMI Investment Management
Indiana
$8.41M
HIC
1529
Holderness Investments Company
North Carolina
$8.4M
CRCM
1530
Crystal Rock Capital Management
Illinois
$8.38M
SIA
1531
SeaBridge Investment Advisors
New Jersey
$8.37M
ESB
1532
Essex Savings Bank
Connecticut
$8.36M
HPIA
1533
Hamilton Point Investment Advisors
North Carolina
$8.35M
PFM
1534
Phillips Financial Management
Indiana
$8.35M
CWAG
1535
Compton Wealth Advisory Group
Virginia
$8.34M
WIS
1536
Wright Investors Service
Connecticut
$8.33M
MIM
1537
MTM Investment Management
South Carolina
$8.32M
SB
1538
Strategic Blueprint
Georgia
$8.32M
HCM
1539
Hengehold Capital Management
Ohio
$8.3M
PGWM
1540
Parisi Gray Wealth Management
New Jersey
$8.3M
GLR
1541
Great Lakes Retirement
Ohio
$8.29M
LFA
1542
Lauterbach Financial Advisors
Texas
$8.29M
BBP
1543
Banco BTG Pactual
Brazil
$8.28M
SQA
1544
Simon Quick Advisors
New Jersey
$8.27M
Kayne Anderson Rudnick Investment Management
1545
Kayne Anderson Rudnick Investment Management
California
$8.26M
HA
1546
Herold Advisors
New York
$8.24M
HLCM
1547
Hi-Line Capital Management
South Dakota
$8.24M
TI
1548
tru Independence
Oregon
$8.24M
MSA
1549
Marino Stram & Associates
Massachusetts
$8.23M
CPW
1550
Cove Private Wealth
New York
$8.21M