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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
Kayne Anderson Rudnick Investment Management
1551
Kayne Anderson Rudnick Investment Management
California
$8.26M
HA
1552
Herold Advisors
New York
$8.24M
HLCM
1553
Hi-Line Capital Management
South Dakota
$8.24M
TI
1554
tru Independence
Oregon
$8.24M
MSA
1555
Marino Stram & Associates
Massachusetts
$8.23M
CPW
1556
Cove Private Wealth
New York
$8.21M
HFM
1557
Hartford Financial Management
Connecticut
$8.2M
RCIM
1558
Red Cedar Investment Management
Michigan
$8.2M
ATI
1559
Act Two Investors
California
$8.2M
PTP
1560
Platform Technology Partners
New York
$8.19M
RZH
1561
Relyea Zuckerberg Hanson
Connecticut
$8.18M
BWG
1562
Berry Wealth Group
Texas
$8.18M
MCM
1563
MV Capital Management
Maryland
$8.16M
MWAM
1564
Manhattan West Asset Management
California
$8.15M
EPW
1565
Evergreen Private Wealth
Colorado
$8.14M
SC
1566
Soundwatch Capital
Connecticut
$8.14M
HNW
1567
High Note Wealth
Minnesota
$8.13M
SWM
1568
Scissortail Wealth Management
Oklahoma
$8.13M
UBG
1569
United Bank (Georgia)
Georgia
$8.12M
AIMCA
1570
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.12M
CCAM
1571
Codex Capital Asset Management
Texas
$8.12M
RBC
1572
Romano Brothers & Co
Illinois
$8.12M
PCA
1573
Peddock Capital Advisors
Massachusetts
$8.12M
FFA
1574
Founders Financial Alliance
North Carolina
$8.09M
ACM
1575
Alta Capital Management
Utah
$8.08M