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JPMorgan Chase

4,668 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, 1,993 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: 4,6004,668 (+68)

1% more repeat investments, than reductions

Existing positions increased: 1,993 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,668
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
FFM
851
Forum Financial Management
Illinois
$23.8M
JSSH
852
J. Safra Sarasin Holding
$23.8M
JWM
853
JGP Wealth Management
Oregon
$23.7M
LNB
854
Ledyard National Bank
$23.6M
RPI
855
Railway Pension Investments
United Kingdom
$23.5M
FNFDCM
856
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$23.4M
AG
857
Ascent Group
Virginia
$23.4M
WF
858
WoodTrust Financial
Wisconsin
$23.4M
AF
859
Alerus Financial
North Dakota
$23.4M
FFA
860
Farther Finance Advisors
California
$23.4M
PAM
861
Peak Asset Management
Colorado
$23.3M
RDWM
862
Red Door Wealth Management
Tennessee
$23.3M
NCM
863
Novare Capital Management
North Carolina
$23.3M
SG
864
Sienna Gestion
France
$23.2M
GAI
865
General American Investors
New York
$23.2M
AP
866
Archon Partners
New Jersey
$23.2M
KWMG
867
King Wealth Management Group
Florida
$23.2M
BHWM
868
Bar Harbor Wealth Management
New Hampshire
$23.1M
AMBIA
869
Allen Mooney & Barnes Investment Advisors
Georgia
$23M
WANY
870
Wealthspire Advisors (New York)
New York
$23M
JWBC
871
J.W. Burns & Co
New York
$23M
PAM
872
Palisade Asset Management
Minnesota
$23M
LCM
873
Logan Capital Management
Pennsylvania
$22.9M
S
874
SignatureFD
Georgia
$22.8M
BCV
875
Banque Cantonale Vaudoise
Switzerland
$22.8M