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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
MPIA
1751
Mountain Pacific Investment Advisers
Idaho
$6.39M
BCFS
1752
Butensky & Cohen Financial Security
Florida
$6.39M
MC
1753
Mathes Company
New York
$6.38M
MCM
1754
Monarch Capital Management
Indiana
$6.38M
BRCM
1755
Bright Rock Capital Management
Massachusetts
$6.38M
CCWM
1756
Cassaday & Co Wealth Management
Virginia
$6.37M
BMC
1757
Beaton Management Company
Massachusetts
$6.37M
RCWM
1758
Royal Capital Wealth Management
Indiana
$6.36M
NSB
1759
Norway Savings Bank
Maine
$6.35M
SIM
1760
Studio Investment Management
Illinois
$6.35M
SOAMC
1761
Spirit of America Management Corp
New York
$6.35M
ECML
1762
Eagle Capital Management (Louisiana)
Louisiana
$6.34M
HI
1763
Hudock Inc
Pennsylvania
$6.32M
ACM
1764
Altrius Capital Management
North Carolina
$6.32M
BLC
1765
Brown, Lisle/Cummings
Rhode Island
$6.32M
BCM
1766
Blume Capital Management
California
$6.3M
I
1767
InvesTrust
Oklahoma
$6.3M
PRS
1768
Pinkerton Retirement Specialists
Idaho
$6.3M
DE
1769
Diversified Enterprises
Delaware
$6.29M
VWM
1770
Valley Wealth Managers
New Jersey
$6.29M
CCM
1771
Consolidated Capital Management
California
$6.29M
SCM
1772
Seascape Capital Management
New Hampshire
$6.28M
SS
1773
SBI Securities
Japan
$6.28M
AWA
1774
Aaron Wealth Advisors
Illinois
$6.27M
BIG
1775
Brooklyn Investment Group
New York
$6.24M