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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
WIC
1826
Wilkins Investment Counsel
Massachusetts
$5.94M
NDSI
1827
Newman Dignan & Sheerar Inc
Rhode Island
$5.91M
MWM
1828
Massachusetts Wealth Management
Massachusetts
$5.91M
SIA
1829
Strategic Investment Advisors
Michigan
$5.88M
TFA
1830
Trinity Financial Advisors
Ohio
$5.88M
IUHSA
1831
Itau Unibanco Holding S.A.
Brazil
$5.87M
AO
1832
Advisor OS
Illinois
$5.87M
WC
1833
Waterloo Capital
Texas
$5.86M
TAP
1834
Tounjian Advisory Partners
Florida
$5.85M
AIM
1835
Acropolis Investment Management
Missouri
$5.84M
CVA
1836
Central Valley Advisors
California
$5.84M
SW
1837
StrongBox Wealth
Missouri
$5.83M
AA
1838
ALPS Advisors
Colorado
$5.82M
SLT
1839
St Louis Trust
Missouri
$5.81M
GFG
1840
Goldstone Financial Group
Illinois
$5.81M
RFA
1841
Resurgent Financial Advisors
Georgia
$5.8M
LOIM
1842
Liberty One Investment Management
Illinois
$5.8M
PB
1843
Pinnacle Bancorp
Nebraska
$5.8M
NIP
1844
Nicholas Investment Partners
California
$5.79M
SI
1845
Shaker Investments
Ohio
$5.78M
DC
1846
DeDora Capital
California
$5.75M
HL
1847
HeadInvest LLC
Maine
$5.75M
AWE
1848
Avidian Wealth Enterprises
Texas
$5.75M
Edgewood Management
1849
Edgewood Management
Connecticut
$5.73M
JGCM
1850
Joseph Group Capital Management
Ohio
$5.72M