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JPMorgan Chase

4,671 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, 1,980 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: 4,6004,671 (+71)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,980

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
937
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
SI
2301
Saxon Interests
Texas
$3.39M
MSS
2302
Mitchell Sinkler & Starr
Pennsylvania
$3.38M
LWM
2303
Lakeridge Wealth Management
Ohio
$3.38M
PH
2304
Pinnacle Holdings
Oklahoma
$3.37M
GC
2305
Gilbert & Cook
Iowa
$3.36M
EFH
2306
Eaton Financial Holdings
Florida
$3.36M
SAM
2307
Summit Asset Management
Tennessee
$3.36M
SNBOSCI
2308
Security National Bank of Sioux City Iowa
Iowa
$3.35M
NCM
2309
Neumann Capital Management
California
$3.34M
AA
2310
Auxano Advisors
Washington
$3.34M
AF
2311
Aldebaran Financial
$3.33M
CFO
2312
CVA Family Office
Colorado
$3.33M
MEG
2313
Millstone Evans Group
Colorado
$3.32M
GSC
2314
G&S Capital
Colorado
$3.31M
USB
2315
Union Savings Bank
Connecticut
$3.31M
I
2316
INVST
Indiana
$3.3M
SGC
2317
Slocum, Gordon & Co
Rhode Island
$3.3M
NDBT
2318
North Dallas Bank & Trust
Texas
$3.29M
TCWM
2319
Total Clarity Wealth Management
Illinois
$3.28M
WDL
2320
Well Done LLC
Michigan
$3.28M
CW
2321
Channel Wealth
California
$3.28M
CFS
2322
CRA Financial Services
New Jersey
$3.28M
BI
2323
Bradyco Inc
Massachusetts
$3.27M
FCA
2324
Fortis Capital Advisors
Kansas
$3.27M
FFG
2325
Fortem Financial Group
California
$3.27M