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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
SL
2351
Sentinus LLC
Illinois
$3.2M
WA
2352
Waddell & Associates
Tennessee
$3.2M
RAM
2353
RedJay Asset Management
Ontario, Canada
$3.19M
PWMG
2354
Pinnacle Wealth Management Group
Michigan
$3.19M
SJIM
2355
St. Johns Investment Management
Florida
$3.19M
EB
2356
Exchange Bank
California
$3.19M
HCM
2357
HMS Capital Management
Tennessee
$3.19M
GS
2358
GWN Securities
Florida
$3.18M
LCM
2359
Legato Capital Management
California
$3.18M
IP
2360
Ignite Planners
California
$3.18M
MAWA
2361
Moss Adams Wealth Advisors
Washington
$3.18M
SFS
2362
Solitude Financial Services
Virginia
$3.18M
CWA
2363
Consilium Wealth Advisory
Texas
$3.18M
MCI
2364
MRP Capital Investments
Georgia
$3.18M
NPF
2365
Norris Perne & French
Michigan
$3.17M
OWP
2366
ORG Wealth Partners
Texas
$3.17M
TSWM
2367
Tyler-Stone Wealth Management
Ohio
$3.16M
DI
2368
Diligent Investors
California
$3.16M
LF
2369
Lee Financial
Texas
$3.16M
BC
2370
Barrett & Company
Rhode Island
$3.15M
LIM
2371
Letson Investment Management
Georgia
$3.15M
HWA
2372
Heritage Wealth Advisors
Virginia
$3.15M
IC
2373
Inscription Capital
Texas
$3.14M
FCFC
2374
First Citizens Financial Corp
Iowa
$3.14M
PL
2375
Plancorp LLC
Missouri
$3.14M