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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
AIP
1526
Ameritas Investment Partners
Nebraska
$8.46M
HKIM
1527
Hayek Kallen Investment Management
Alabama
$8.45M
CWP
1528
Concord Wealth Partners
Virginia
$8.45M
CAMV
1529
Concord Asset Management (Virginia)
Virginia
$8.45M
TBT
1530
Texas Bank & Trust
Texas
$8.44M
GWANC
1531
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.44M
SMI
1532
Shelter Mutual Insurance
Missouri
$8.41M
EFM
1533
E Fund Management
China
$8.41M
AIM
1534
AMI Investment Management
Indiana
$8.41M
HIC
1535
Holderness Investments Company
North Carolina
$8.4M
CRCM
1536
Crystal Rock Capital Management
Illinois
$8.38M
SIA
1537
SeaBridge Investment Advisors
New Jersey
$8.37M
ESB
1538
Essex Savings Bank
Connecticut
$8.36M
HPIA
1539
Hamilton Point Investment Advisors
North Carolina
$8.35M
PFM
1540
Phillips Financial Management
Indiana
$8.35M
CWAG
1541
Compton Wealth Advisory Group
Virginia
$8.34M
WIS
1542
Wright Investors Service
Connecticut
$8.33M
MIM
1543
MTM Investment Management
South Carolina
$8.32M
SB
1544
Strategic Blueprint
Georgia
$8.32M
HCM
1545
Hengehold Capital Management
Ohio
$8.3M
PGWM
1546
Parisi Gray Wealth Management
New Jersey
$8.3M
GLR
1547
Great Lakes Retirement
Ohio
$8.29M
LFA
1548
Lauterbach Financial Advisors
Texas
$8.29M
BBP
1549
Banco BTG Pactual
Brazil
$8.28M
SQA
1550
Simon Quick Advisors
New Jersey
$8.27M