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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
EFG
1576
Everhart Financial Group
Ohio
$7.97M
AF
1577
Advisornet Financial
Minnesota
$7.97M
PCP
1578
Proficio Capital Partners
Massachusetts
$7.96M
OAM
1579
Occidental Asset Management
California
$7.96M
CA
1580
CoreCap Advisors
Michigan
$7.94M
RCM
1581
RB Capital Management
Nevada
$7.94M
AA
1582
Argent Advisors
Louisiana
$7.94M
LWM
1583
LJI Wealth Management
Indiana
$7.94M
CI
1584
Cigna Investments
Connecticut
$7.93M
KCM
1585
Kennedy Capital Management
Missouri
$7.92M
APIM
1586
Agate Pass Investment Management
Washington
$7.92M
CST
1587
Charles Schwab Trust
Nevada
$7.88M
MA
1588
Modus Advisors
Minnesota
$7.88M
DCM
1589
Delta Capital Management
New Jersey
$7.88M
TPM
1590
Triasima Portfolio Management
Quebec, Canada
$7.87M
AMI
1591
Amica Mutual Insurance
Rhode Island
$7.86M
SCM
1592
Sitrin Capital Management
California
$7.85M
SFG
1593
Stonebridge Financial Group
Pennsylvania
$7.81M
CWMK
1594
Caliber Wealth Management (Kansas)
Kansas
$7.81M
GM
1595
GeoWealth Management
Illinois
$7.81M
MCWS
1596
McKinley Carter Wealth Services
West Virginia
$7.79M
JWCA
1597
J.W. Coons Advisors
Ohio
$7.78M
FPB
1598
First PREMIER Bank
South Dakota
$7.78M
IAMOG
1599
Investors Asset Management of Georgia
Georgia
$7.77M
CIAS
1600
Capital Investment Advisory Services
North Carolina
$7.75M