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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
SAM
1801
Sycomore Asset Management
France
$6.12M
TLP
1802
Trinity Legacy Partners
Texas
$6.11M
PP
1803
Pacifica Partners
Canada
$6.11M
MG
1804
Mather Group
Illinois
$6.09M
AA
1805
Armis Advisers
Georgia
$6.09M
DMKJ
1806
David M. Knott Jr
$6.08M
FCM
1807
Fire Capital Management
California
$6.08M
PWM
1808
Pines Wealth Management
North Carolina
$6.08M
EWM
1809
EPG Wealth Management
Georgia
$6.07M
TSMHT
1810
Thurston Springer Miller Herd & Titak
Indiana
$6.07M
COI
1811
Connable Office Inc
Michigan
$6.06M
HA
1812
Hamel Associates
New Jersey
$6.06M
CP
1813
CenterBook Partners
Connecticut
$6.06M
NG
1814
Norden Group
Utah
$6.06M
QI
1815
QV Investors
Alberta, Canada
$6.04M
BDS
1816
Banco de Sabadell
Florida
$6.04M
PWA
1817
Providence Wealth Advisors
Illinois
$6.03M
SCM
1818
SOL Capital Management
Maryland
$6.03M
BB
1819
Bell Bank
North Dakota
$6.03M
AHIA
1820
Andrew Hill Investment Advisors
Florida
$6.02M
SIA
1821
SGL Investment Advisors
Montana
$6.01M
SWA
1822
Sax Wealth Advisors
New Jersey
$6.01M
HCM
1823
Howard Capital Management
Georgia
$6.01M
ZIG
1824
Zullo Investment Group
Pennsylvania
$6.01M
AI
1825
Accredited Investors
Minnesota
$6M