JPM icon

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
AAM
4276
Auxier Asset Management
Oregon
$323K
UWM
4277
USAdvisors Wealth Management
Minnesota
$323K
SCM
4278
Stonehearth Capital Management
Massachusetts
$323K
JSA
4279
Jim Saulnier & Associates
Colorado
$323K
HWA
4280
Hilltop Wealth Advisors
North Carolina
$322K
AFS
4281
AFG Fiduciary Services
Massachusetts
$322K
Eagle Capital Management (New York)
4282
Eagle Capital Management (New York)
New York
$322K
NA
4283
Nautilus Advisors
California
$321K
WF
4284
Warner Financial
Maryland
$321K
AWP
4285
Astra Wealth Partners
New Jersey
$321K
UOTTAIMCU
4286
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$320K
AA
4287
ACT Advisors
North Carolina
$320K
TFA
4288
TPG Financial Advisors
Oregon
$319K
ECAM
4289
East Coast Asset Management
Massachusetts
$319K
ZAM
4290
Zevin Asset Management
Massachusetts
$318K
MPM
4291
MBB Public Markets
Illinois
$318K
WH
4292
Whitcomb & Hess
Ohio
$317K
TCM
4293
TD Capital Management
Tennessee
$317K
MPW
4294
MA Private Wealth
California
$317K
SFM
4295
Stack Financial Management
Montana
$316K
PWM
4296
Parkshore Wealth Management
California
$316K
MFA
4297
McClarren Financial Advisors
Pennsylvania
$316K
IHWM
4298
Iron Horse Wealth Management
Iowa
$316K
NERM
4299
New England Research & Management
Illinois
$316K
RH
4300
RFG Holdings
Texas
$316K