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JPMorgan Chase

4,672 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, 1,981 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: 4,6004,672 (+72)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,981

9% less call options, than puts

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

Holders
4,672
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
938
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
AFW
3276
Avantra Family Wealth
Pennsylvania
$1.15M
ODIJL
3277
One Day In July LLC
Vermont
$1.15M
NP
3278
Ninepoint Partners
Ontario, Canada
$1.14M
TSS
3279
Thomas Story & Son
Indiana
$1.14M
RTC
3280
Riverview Trust Company
Washington
$1.14M
BOM
3281
Bank of Marin
California
$1.14M
WA1
3282
Wimmer Associates 1
California
$1.14M
HCP
3283
Hardin Capital Partners
South Carolina
$1.14M
TIM
3284
Total Investment Management
Arizona
$1.14M
WSWA
3285
Warren Street Wealth Advisors
California
$1.14M
EA
3286
Emerald Advisors
Washington
$1.13M
SIM
3287
Seaview Investment Managers
Florida
$1.13M
BW
3288
Balance Wealth
Ohio
$1.13M
MSWMA
3289
Market Street Wealth Management Advisors
Indiana
$1.13M
CWA
3290
Consilio Wealth Advisors
Washington
$1.13M
CIS
3291
Custom Index Systems
New York
$1.13M
CWA
3292
CJM Wealth Advisers
Virginia
$1.13M
PHIC
3293
Pine Haven Investment Counsel
Massachusetts
$1.13M
HPM
3294
Hoxton Planning & Management
West Virginia
$1.12M
ML
3295
Mayport LLC
Massachusetts
$1.12M
NWM
3296
Nova Wealth Management
Florida
$1.12M
LCM
3297
LCM Capital Management
Illinois
$1.12M
NWMG
3298
National Wealth Management Group
Ohio
$1.11M
GCM
3299
Goldstream Capital Management
Hong Kong
$1.11M
CCA
3300
Cottonwood Capital Advisors
Utah
$1.11M