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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
ATC
1751
Adirondack Trust Company
New York
$6.43M
LC
1752
Legacy CG
Texas
$6.42M
WR
1753
WD Rutherford
Oregon
$6.42M
CFMC
1754
Curbstone Financial Management Corp
New Hampshire
$6.41M
AMG
1755
Advisors Management Group
Wisconsin
$6.41M
XSC
1756
X-Square Capital
Puerto Rico
$6.41M
JSL
1757
JT Stratford LLC
Georgia
$6.4M
MPIA
1758
Mountain Pacific Investment Advisers
Idaho
$6.39M
BCFS
1759
Butensky & Cohen Financial Security
Florida
$6.39M
MC
1760
Mathes Company
New York
$6.38M
MCM
1761
Monarch Capital Management
Indiana
$6.38M
BRCM
1762
Bright Rock Capital Management
Massachusetts
$6.38M
CCWM
1763
Cassaday & Co Wealth Management
Virginia
$6.37M
BMC
1764
Beaton Management Company
Massachusetts
$6.37M
RCWM
1765
Royal Capital Wealth Management
Indiana
$6.36M
NSB
1766
Norway Savings Bank
Maine
$6.35M
SIM
1767
Studio Investment Management
Illinois
$6.35M
SOAMC
1768
Spirit of America Management Corp
New York
$6.35M
ECML
1769
Eagle Capital Management (Louisiana)
Louisiana
$6.34M
HI
1770
Hudock Inc
Pennsylvania
$6.32M
ACM
1771
Altrius Capital Management
North Carolina
$6.32M
BLC
1772
Brown, Lisle/Cummings
Rhode Island
$6.32M
BCM
1773
Blume Capital Management
California
$6.3M
I
1774
InvesTrust
Oklahoma
$6.3M
PRS
1775
Pinkerton Retirement Specialists
Idaho
$6.3M