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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
SCI
1676
S&CO Inc
Massachusetts
$7.05M
SIAP
1677
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.05M
GCA
1678
Gradient Capital Advisors
California
$7.04M
SS
1679
Sunbelt Securities
Texas
$7.04M
IA
1680
Icon Advisers
Colorado
$7.03M
WAS
1681
Winch Advisory Services
Wisconsin
$7.01M
GSB
1682
Greenfield Savings Bank
Massachusetts
$7M
HA
1683
Harbor Advisors
Florida
$7M
OC
1684
Optimas Capital
Hong Kong
$6.99M
SIC
1685
Shoker Investment Counsel
Ohio
$6.97M
VWMG
1686
Virginia Wealth Management Group
Virginia
$6.96M
MAWCM
1687
Mine & Arao Wealth Creation & Management
California
$6.96M
MFC
1688
Mechanics Financial Corp
Ohio
$6.96M
BCM
1689
Bretton Capital Management
California
$6.96M
MCB
1690
Morton Community Bank
Illinois
$6.95M
AFP
1691
Ausdal Financial Partners
Iowa
$6.95M
LNWTC
1692
Laird Norton Wetherby Trust Company
Washington
$6.93M
BOPW
1693
Brandywine Oak Private Wealth
Pennsylvania
$6.92M
EFG
1694
Ethos Financial Group
Pennsylvania
$6.92M
HCM
1695
Hudson Capital Management
New Jersey
$6.89M
BEC
1696
Blue Edge Capital
Virginia
$6.89M
PDL
1697
Portfolio Design Labs
California
$6.89M
PBC
1698
Pavion Blue Capital
California
$6.88M
CWM
1699
Connecticut Wealth Management
Connecticut
$6.86M
SF
1700
Symphony Financial
Texas
$6.86M