JPM icon

JPMorgan Chase

4,696 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,004 increasing their positions, 1,989 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 funds holding

Funds holding:

1.28% more ownership

Funds ownership: 70.82%72.1% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,004 | Existing positions reduced: 1,989

9% less call options, than puts

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

Holders
4,696
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
RWS
4626
Retirement Wealth Solutions
Wisconsin
$90.8K
SFCL
4627
Strengthening Families & Communities LLC
Massachusetts
$90.7K
KPP
4628
Kings Path Partners
Texas
$90.2K
ACM
4629
Anfield Capital Management
California
$88.1K
MC
4630
Montag & Caldwell
Georgia
$87K
TIAAOA
4631
Teachers Insurance & Annuity Association of America
New York
$87K
HHGA
4632
Halbert Hargrove Global Advisors
California
$84.9K
MIM
4633
Meridiem Investment Management
United Kingdom
$81.2K
TVWM
4634
Tower View Wealth Management
Wisconsin
$80.9K
CI
4635
Clal Insurance
Israel
$77K
EWM
4636
Evolution Wealth Management
Florida
$76.8K
CAWM
4637
Capital A Wealth Management
Pennsylvania
$75.2K
PA
4638
Pineridge Advisors
Missouri
$71.4K
APW
4639
Atlantic Private Wealth
North Carolina
$70K
VWWMG
4640
Vermillion & White Wealth Management Group
Pennsylvania
$67.8K
DCM
4641
Disciplina Capital Management
Tennessee
$67.8K
RWA
4642
Redmont Wealth Advisors
Illinois
$66.1K
SHM
4643
Sagard Holdings Management
Ontario, Canada
$64.4K
CMA
4644
Cedar Mountain Advisors
Oregon
$63.2K
CAM
4645
Clarity Asset Management
Iowa
$62.9K
UIA
4646
Ulland Investment Advisors
Minnesota
$61K
HFS
4647
Horizon Financial Services
North Carolina
$60.9K
BMC
4648
Bear Mountain Capital
Washington
$58.8K
NECFA
4649
New England Capital Financial Advisors
Connecticut
$58.3K
LWA
4650
Lowe Wealth Advisors
Maryland
$58.3K