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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
FM
1051
Foster & Motley
Ohio
$16.2M
EAMA
1052
EFG Asset Management (Americas)
Florida
$16.2M
VWA
1053
Visionary Wealth Advisors
Illinois
$16.1M
Capital Fund Management (CFM)
1054
Capital Fund Management (CFM)
France
$16.1M
WAP
1055
Wealthcare Advisory Partners
Pennsylvania
$16.1M
MCM
1056
Mengis Capital Management
Oregon
$16.1M
HCA
1057
Harbor Capital Advisors
Illinois
$16.1M
ETC
1058
Exchange Traded Concepts
Oklahoma
$16.1M
FBB
1059
Fulton Breakefield Broenniman
Maryland
$16.1M
LCM
1060
LVM Capital Management
Michigan
$16M
MFG
1061
Magnus Financial Group
New York
$16M
HIP
1062
Harrell Investment Partners
Texas
$16M
CFA
1063
Capstone Financial Advisors
Illinois
$16M
RCM
1064
Radnor Capital Management
Pennsylvania
$16M
HIA
1065
Harbor Investment Advisory
Maryland
$16M
SFO
1066
Stenger Family Office
Illinois
$16M
LA
1067
Lynch & Associates
Indiana
$15.9M
DWA
1068
Douglass Winthrop Advisors
New York
$15.9M
LFM
1069
LGT Fund Management
Liechtenstein
$15.9M
ANBT
1070
American National Bank & Trust
Texas
$15.9M
GH
1071
GAM Holding
Switzerland
$15.8M
JPWM
1072
Jamison Private Wealth Management
Georgia
$15.8M
CBOR
1073
Community Bank of Raymore
Missouri
$15.8M
NFG
1074
Nations Financial Group
Iowa
$15.8M
SG
1075
StoneX Group
New York
$15.8M