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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
ACP
851
Aviance Capital Partners
Florida
$23.9M
FFM
852
Forum Financial Management
Illinois
$23.8M
JSSH
853
J. Safra Sarasin Holding
$23.8M
JWM
854
JGP Wealth Management
Oregon
$23.7M
LNB
855
Ledyard National Bank
$23.6M
RPI
856
Railway Pension Investments
United Kingdom
$23.5M
FNFDCM
857
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$23.4M
AG
858
Ascent Group
Virginia
$23.4M
WF
859
WoodTrust Financial
Wisconsin
$23.4M
AF
860
Alerus Financial
North Dakota
$23.4M
FFA
861
Farther Finance Advisors
California
$23.4M
PAM
862
Peak Asset Management
Colorado
$23.3M
RDWM
863
Red Door Wealth Management
Tennessee
$23.3M
NCM
864
Novare Capital Management
North Carolina
$23.3M
SG
865
Sienna Gestion
France
$23.2M
GAI
866
General American Investors
New York
$23.2M
AP
867
Archon Partners
New Jersey
$23.2M
KWMG
868
King Wealth Management Group
Florida
$23.2M
BHWM
869
Bar Harbor Wealth Management
New Hampshire
$23.1M
AMBIA
870
Allen Mooney & Barnes Investment Advisors
Georgia
$23M
WANY
871
Wealthspire Advisors (New York)
New York
$23M
JWBC
872
J.W. Burns & Co
New York
$23M
PAM
873
Palisade Asset Management
Minnesota
$23M
LCM
874
Logan Capital Management
Pennsylvania
$22.9M
S
875
SignatureFD
Georgia
$22.8M