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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
SSI
1626
Scott & Selber Inc
Texas
$7.5M
LDB
1627
Lee, Danner & Bass
Tennessee
$7.5M
CI
1628
CX Institutional
Indiana
$7.49M
AIS
1629
AM Investment Strategies
Tennessee
$7.47M
AWM
1630
Avaii Wealth Management
Wisconsin
$7.46M
JF
1631
Jericho Financial
Ohio
$7.46M
LRPA
1632
L. Roy Papp & Associates
Arizona
$7.46M
MMG
1633
Monetary Management Group
Missouri
$7.44M
MSAM
1634
Moloney Securities Asset Management
Missouri
$7.43M
IRAG
1635
Investment Research & Advisory Group
Georgia
$7.42M
PPWP
1636
Premier Path Wealth Partners
New Jersey
$7.4M
RWM
1637
RKL Wealth Management
Pennsylvania
$7.38M
BL
1638
BFSG LLC
California
$7.37M
MPPLM
1639
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.31M
RP
1640
Rowlandmiller & Partners
Georgia
$7.28M
TBNY
1641
Trustco Bank (New York)
New York
$7.27M
AB
1642
Atlas Brown
Kentucky
$7.26M
RWA
1643
Roberts Wealth Advisors
California
$7.25M
EML
1644
Eos Management LP
New York
$7.25M
AIM
1645
Athena Investment Management
California
$7.23M
PWS
1646
Peloton Wealth Strategists
Indiana
$7.23M
BIM
1647
Brentview Investment Management
Illinois
$7.23M
AIMA
1648
Ables Iannone Moore & Associates
Georgia
$7.22M
CNC
1649
Citizens & Northern Corp
Pennsylvania
$7.22M
GBWM
1650
Granite Bay Wealth Management
New Hampshire
$7.2M