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JPMorgan Chase

4,670 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, 1,979 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: 4,6004,670 (+70)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
936
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
OA
3976
Oxbow Advisors
Texas
$489K
FWP
3977
Fiduciary Wealth Partners
Massachusetts
$488K
GAMC
3978
Garner Asset Management Corp
Texas
$486K
AWM
3979
Adams Wealth Management
Utah
$486K
CI
3980
CacheTech Inc
Utah
$486K
IPW
3981
IronBridge Private Wealth
Texas
$483K
LD
3982
Lipe & Dalton
New York
$483K
MQWP
3983
Morey & Quinn Wealth Partners
Nebraska
$482K
NICM
3984
Neo Ivy Capital Management
New York
$480K
EMCIP
3985
Ewing Morris & Co Investment Partners
Ontario, Canada
$480K
GCA
3986
Genesee Capital Advisors
New York
$480K
GFL
3987
Granite FO LLC
New Hampshire
$479K
MGAM
3988
McGowan Group Asset Management
Texas
$478K
MGWA
3989
Monument Group Wealth Advisors
Massachusetts
$477K
TLA
3990
Tanglewood Legacy Advisors
Texas
$477K
EMC
3991
Everest Management Corp
California
$475K
ELM
3992
Elite Life Management
Florida
$475K
AIFAIM
3993
American Institute for Advanced Investment Management
Arizona
$475K
EFG
3994
Elm3 Financial Group
Georgia
$474K
KCM
3995
Kendall Capital Management
Maryland
$474K
HP
3996
Haven Private
Florida
$473K
RAM
3997
Riggs Asset Management
Pennsylvania
$472K
IDBONY
3998
Israel Discount Bank of New York
New York
$472K
SWIA
3999
Solano Wealth Investment Advisors
California
$471K
IWN
4000
Independent Wealth Network
Iowa
$471K