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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
IIC
1626
Integrated Investment Consultants
Michigan
$7.55M
MCCA
1627
Mill Creek Capital Advisors
Pennsylvania
$7.55M
BP
1628
Broadleaf Partners
Ohio
$7.54M
SCM
1629
Silvant Capital Management
Georgia
$7.53M
A
1630
Argentarii
Ohio
$7.52M
AIA
1631
AssuredPartners Investment Advisors
Florida
$7.51M
SSI
1632
Scott & Selber Inc
Texas
$7.5M
LDB
1633
Lee, Danner & Bass
Tennessee
$7.5M
CI
1634
CX Institutional
Indiana
$7.49M
AIS
1635
AM Investment Strategies
Tennessee
$7.47M
AWM
1636
Avaii Wealth Management
Wisconsin
$7.46M
JF
1637
Jericho Financial
Ohio
$7.46M
LRPA
1638
L. Roy Papp & Associates
Arizona
$7.46M
MMG
1639
Monetary Management Group
Missouri
$7.44M
MSAM
1640
Moloney Securities Asset Management
Missouri
$7.43M
IRAG
1641
Investment Research & Advisory Group
Georgia
$7.42M
PPWP
1642
Premier Path Wealth Partners
New Jersey
$7.4M
RWM
1643
RKL Wealth Management
Pennsylvania
$7.38M
BL
1644
BFSG LLC
California
$7.37M
SPL
1645
Saranac Partners Ltd
$7.35M
MPPLM
1646
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.31M
RP
1647
Rowlandmiller & Partners
Georgia
$7.28M
TBNY
1648
Trustco Bank (New York)
New York
$7.27M
AB
1649
Atlas Brown
Kentucky
$7.26M
RWA
1650
Roberts Wealth Advisors
California
$7.25M