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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
BWM
1026
Buckley Wealth Management
Nevada
$17.1M
MCM
1027
Mitchell Capital Management
Kansas
$17M
CPC
1028
Consolidated Planning Corp
Georgia
$17M
EP
1029
Edgestream Partners
New Jersey
$17M
PIM
1030
Plato Investment Management
Australia
$16.9M
ET
1031
Equitable Trust
Tennessee
$16.9M
MCP
1032
Mirador Capital Partners
California
$16.9M
FRA
1033
Frank Rimerman Advisors
California
$16.8M
IPW
1034
Invictus Private Wealth
Colorado
$16.8M
BPAMU
1035
BTG Pactual Asset Management US
New York
$16.8M
HBT
1036
Hills Bank & Trust
Iowa
$16.8M
MWA
1037
Meridian Wealth Advisors
Texas
$16.7M
NLP
1038
Next Level Private
New York
$16.7M
DAC
1039
Dividend Assets Capital
South Carolina
$16.7M
PAI
1040
Pittenger & Anderson Inc
Nebraska
$16.6M
TCM
1041
Traynor Capital Management
Pennsylvania
$16.6M
SA
1042
SRH Advisors
Kansas
$16.6M
SC
1043
Stolper & Co
Oklahoma
$16.6M
III
1044
Independent Investors Inc
New York
$16.5M
PA
1045
Procyon Advisors
Connecticut
$16.5M
VAS
1046
Valicenti Advisory Services
New York
$16.4M
VM
1047
Venator Management
Pennsylvania
$16.4M
RFMS
1048
RWQ Financial Management Services
Florida
$16.3M
PA
1049
Perennial Advisors
New York
$16.2M
NM
1050
NWI Management
New York
$16.2M