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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
MCA
1601
MSH Capital Advisors
Arizona
$7.75M
ST
1602
Smithfield Trust
Pennsylvania
$7.74M
CIG
1603
Consolidated Investment Group
Colorado
$7.74M
LWA
1604
Lineweaver Wealth Advisors
Ohio
$7.74M
BWM
1605
BNC Wealth Management
Oregon
$7.72M
MWM
1606
Mattern Wealth Management
Kansas
$7.7M
SFS
1607
Strategic Financial Services
New York
$7.69M
CI
1608
Cherokee Insurance
Michigan
$7.69M
PKC
1609
Palmer Knight Company
Florida
$7.68M
MCM
1610
McRae Capital Management
New Jersey
$7.67M
CAM
1611
Covenant Asset Management
New Jersey
$7.66M
LCM
1612
Liberty Capital Management
Michigan
$7.65M
AF
1613
Arrow Financial
New York
$7.63M
KIC
1614
Kensington Investment Counsel
California
$7.6M
OPA
1615
Old Port Advisors
Maine
$7.6M
LA
1616
LVW Advisors
New York
$7.59M
BC
1617
Bowman & Company
Wisconsin
$7.58M
UCI
1618
Uncommon Cents Investing
Wisconsin
$7.57M
TCA
1619
Trifecta Capital Advisors
Illinois
$7.57M
IIC
1620
Integrated Investment Consultants
Michigan
$7.55M
MCCA
1621
Mill Creek Capital Advisors
Pennsylvania
$7.55M
BP
1622
Broadleaf Partners
Ohio
$7.54M
SCM
1623
Silvant Capital Management
Georgia
$7.53M
A
1624
Argentarii
Ohio
$7.52M
AIA
1625
AssuredPartners Investment Advisors
Florida
$7.51M