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JPMorgan Chase

4,667 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, 1,992 increasing their positions, 1,979 reducing their positions, and 104 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:

1% more funds holding

Funds holding: 4,6004,667 (+67)

1% more repeat investments, than reductions

Existing positions increased: 1,992 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,667
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
ACM
4601
Anfield Capital Management
California
$88.1K
MC
4602
Montag & Caldwell
Georgia
$87K
TIAAOA
4603
Teachers Insurance & Annuity Association of America
New York
$87K
HHGA
4604
Halbert Hargrove Global Advisors
California
$84.9K
MIM
4605
Meridiem Investment Management
United Kingdom
$81.2K
TVWM
4606
Tower View Wealth Management
Wisconsin
$80.9K
CI
4607
Clal Insurance
Israel
$77K
EWM
4608
Evolution Wealth Management
Florida
$76.8K
CAWM
4609
Capital A Wealth Management
Pennsylvania
$75.2K
PA
4610
Pineridge Advisors
Missouri
$71.4K
APW
4611
Atlantic Private Wealth
North Carolina
$70K
VWWMG
4612
Vermillion & White Wealth Management Group
Pennsylvania
$67.8K
DCM
4613
Disciplina Capital Management
Tennessee
$67.8K
SHM
4614
Sagard Holdings Management
Ontario, Canada
$64.4K
CMA
4615
Cedar Mountain Advisors
Oregon
$63.2K
CAM
4616
Clarity Asset Management
Iowa
$62.9K
UIA
4617
Ulland Investment Advisors
Minnesota
$61K
HFS
4618
Horizon Financial Services
North Carolina
$60.9K
BMC
4619
Bear Mountain Capital
Washington
$58.8K
NECFA
4620
New England Capital Financial Advisors
Connecticut
$58.3K
LWA
4621
Lowe Wealth Advisors
Maryland
$58.3K
KSWA
4622
Kathleen S. Wright Associates
Pennsylvania
$58K
WOC
4623
West Oak Capital
California
$57.3K
HWM
4624
Horizons Wealth Management
North Carolina
$53.6K
CG
4625
Curat Global
New Hampshire
$52.2K