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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
KTC
1726
Kentucky Trust Company
Kentucky
$6.55M
HPCM
1727
Hunter Perkins Capital Management
Illinois
$6.55M
TM
1728
TigerOak Management
New Mexico
$6.55M
SLC
1729
Second Line Capital
Louisiana
$6.55M
ECM
1730
ExodusPoint Capital Management
New York
$6.54M
SF
1731
Slagle Financial
Illinois
$6.54M
UB
1732
Umpqua Bank
Oregon
$6.53M
IAS
1733
IMA Advisory Services
Colorado
$6.52M
AC
1734
Apella Capital
Connecticut
$6.51M
RCG
1735
Regatta Capital Group
California
$6.5M
RAM
1736
Ramirez Asset Management
New York
$6.5M
WC
1737
Wynn Capital
Georgia
$6.49M
FM
1738
Family Management
New York
$6.49M
CIC
1739
Chilton Investment Company
Connecticut
$6.48M
IFPG
1740
Intrepid Financial Planning Group
Indiana
$6.48M
PIP
1741
Peachtree Investment Partners
Florida
$6.47M
SSWM
1742
Sheets Smith Wealth Management
North Carolina
$6.47M
WP
1743
WealthPLAN Partners
Nebraska
$6.43M
ATC
1744
Adirondack Trust Company
New York
$6.43M
LC
1745
Legacy CG
Texas
$6.42M
WR
1746
WD Rutherford
Oregon
$6.42M
CFMC
1747
Curbstone Financial Management Corp
New Hampshire
$6.41M
AMG
1748
Advisors Management Group
Wisconsin
$6.41M
XSC
1749
X-Square Capital
Puerto Rico
$6.41M
JSL
1750
JT Stratford LLC
Georgia
$6.4M