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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
RSA
1776
River Street Advisors
Illinois
$6.23M
PRA
1777
Pine Ridge Advisers
New York
$6.23M
LAM
1778
LOM Asset Management
$6.23M
APG
1779
Abacus Planning Group
South Carolina
$6.21M
KCP
1780
Kera Capital Partners
California
$6.2M
OFS
1781
OneAscent Financial Services
Alabama
$6.19M
EPIMS
1782
Evelyn Partners Investment Management Services
$6.19M
SFA
1783
Souders Financial Advisors
Ohio
$6.18M
MCM
1784
Marathon Capital Management
Maryland
$6.17M
VIM
1785
Vista Investment Management
Pennsylvania
$6.17M
NL
1786
NWAM LLC
Washington
$6.16M
GCM
1787
Gables Capital Management
Florida
$6.16M
CT
1788
Coastline Trust
Rhode Island
$6.15M
WIM
1789
Wittenberg Investment Management
Massachusetts
$6.15M
MSE
1790
MUFG Securities EMEA
United Kingdom
$6.15M
CLA
1791
Carnegie Lake Advisors
New Jersey
$6.14M
FWM
1792
Finer Wealth Management
Massachusetts
$6.13M
WAM
1793
Wakefield Asset Management
Colorado
$6.12M
FPF
1794
First Pacific Financial
Washington
$6.12M
SAM
1795
Sycomore Asset Management
France
$6.12M
TLP
1796
Trinity Legacy Partners
Texas
$6.11M
PP
1797
Pacifica Partners
Canada
$6.11M
MG
1798
Mather Group
Illinois
$6.09M
AA
1799
Armis Advisers
Georgia
$6.09M
DMKJ
1800
David M. Knott Jr
$6.08M