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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
HCM
1876
Huber Capital Management
California
$5.6M
SWM
1877
Segment Wealth Management
Texas
$5.6M
NWM
1878
Northcape Wealth Management
New York
$5.6M
RDFA
1879
Ritter Daniher Financial Advisory
Ohio
$5.6M
FBC
1880
Fairfield, Bush & Co
Connecticut
$5.59M
HIC
1881
Harvey Investment Company
Kentucky
$5.58M
FAP
1882
Financial Advisory Partners
Florida
$5.58M
EWM
1883
Evermay Wealth Management
Virginia
$5.57M
DA
1884
Doliver Advisors
Texas
$5.57M
LM
1885
Lincluden Management
Ontario, Canada
$5.56M
AAS
1886
Ameritas Advisory Services
Nebraska
$5.56M
VCM
1887
Violich Capital Management
California
$5.56M
PCM
1888
Princeton Capital Management
New Jersey
$5.54M
LRWA
1889
Long Run Wealth Advisors
New York
$5.54M
MIM
1890
Moseley Investment Management
Florida
$5.54M
PSB
1891
Piscataqua Savings Bank
New Hampshire
$5.53M
CAM
1892
Chesapeake Asset Management
New York
$5.52M
RFWA
1893
RPg Family Wealth Advisory
Massachusetts
$5.52M
Group One Trading
1894
Group One Trading
Illinois
$5.52M
TP
1895
Tranquility Partners
Tennessee
$5.52M
PMA
1896
Prudent Man Advisors
Illinois
$5.51M
HA
1897
Huntleigh Advisors
Missouri
$5.51M
MUAMU
1898
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.51M
MC
1899
Marest Capital
California
$5.51M
GIM
1900
Generali Investments Management
Slovenia
$5.5M