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JPMorgan Chase

4,675 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, 1,996 increasing their positions, 1,981 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: 4,6034,675 (+72)

1% more repeat investments, than reductions

Existing positions increased: 1,996 | Existing positions reduced: 1,981

9% less call options, than puts

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

Holders
4,675
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
IIM
2726
InTrack Investment Management
Vermont
$2.21M
CASB
2727
Cape Ann Savings Bank
Massachusetts
$2.2M
AFG
2728
ABLE Financial Group
Arizona
$2.2M
SIC
2729
Sterling Investment Counsel
New York
$2.19M
PWM
2730
Palacios Wealth Management
Florida
$2.19M
SRA
2731
Secured Retirement Advisors
Minnesota
$2.19M
KCFA
2732
Key Client Fiduciary Advisors
New Jersey
$2.19M
FCM
2733
Fieldview Capital Management
Michigan
$2.19M
MAC
2734
Mason & Associates (California)
California
$2.18M
SC
2735
Saiph Capital
New Jersey
$2.18M
MWPCG
2736
Measured Wealth Private Client Group
New Hampshire
$2.18M
SAA
2737
Southeast Asset Advisors
Georgia
$2.18M
BF
2738
bLong Financial
Tennessee
$2.18M
TNAM
2739
Terra Nova Asset Management
New York
$2.18M
RCM
2740
Raleigh Capital Management
North Carolina
$2.18M
MFG
2741
Menard Financial Group
Texas
$2.18M
DFS
2742
Dixon Fnancial Services
California
$2.17M
LWP
2743
LeClair Wealth Partners
Ohio
$2.17M
PFS
2744
Physicians Financial Services
North Carolina
$2.17M
OPWM
2745
Oakwell Private Wealth Management
Texas
$2.16M
CP
2746
Covenant Partners
Tennessee
$2.16M
T
2747
Tableaux
Massachusetts
$2.16M
MAM
2748
McLean Asset Management
Virginia
$2.16M
GWM
2749
Gibbs Wealth Management
Georgia
$2.16M
AWM
2750
Aviso Wealth Management
Washington
$2.15M