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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
EHC
1576
Everett Harris & Co
California
$8.07M
LHC
1577
Little House Capital
Massachusetts
$8.07M
FLI
1578
Family Legacy Inc
South Carolina
$8.02M
BONH
1579
Bank of New Hampshire
New Hampshire
$8.01M
SW
1580
SkyOak Wealth
Michigan
$8.01M
AW
1581
Atlas Wealth
Ohio
$7.99M
EFG
1582
Everhart Financial Group
Ohio
$7.97M
AF
1583
Advisornet Financial
Minnesota
$7.97M
PCP
1584
Proficio Capital Partners
Massachusetts
$7.96M
OAM
1585
Occidental Asset Management
California
$7.96M
CA
1586
CoreCap Advisors
Michigan
$7.94M
RCM
1587
RB Capital Management
Nevada
$7.94M
AA
1588
Argent Advisors
Louisiana
$7.94M
LWM
1589
LJI Wealth Management
Indiana
$7.94M
CI
1590
Cigna Investments
Connecticut
$7.93M
KCM
1591
Kennedy Capital Management
Missouri
$7.92M
APIM
1592
Agate Pass Investment Management
Washington
$7.92M
CST
1593
Charles Schwab Trust
Nevada
$7.88M
MA
1594
Modus Advisors
Minnesota
$7.88M
DCM
1595
Delta Capital Management
New Jersey
$7.88M
TPM
1596
Triasima Portfolio Management
Quebec, Canada
$7.87M
AMI
1597
Amica Mutual Insurance
Rhode Island
$7.86M
SCM
1598
Sitrin Capital Management
California
$7.85M
SFG
1599
Stonebridge Financial Group
Pennsylvania
$7.81M
CWMK
1600
Caliber Wealth Management (Kansas)
Kansas
$7.81M