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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
RFMS
1051
RWQ Financial Management Services
Florida
$16.3M
PA
1052
Perennial Advisors
New York
$16.2M
NM
1053
NWI Management
New York
$16.2M
FM
1054
Foster & Motley
Ohio
$16.2M
EAMA
1055
EFG Asset Management (Americas)
Florida
$16.2M
VWA
1056
Visionary Wealth Advisors
Illinois
$16.1M
Capital Fund Management (CFM)
1057
Capital Fund Management (CFM)
France
$16.1M
WAP
1058
Wealthcare Advisory Partners
Pennsylvania
$16.1M
MCM
1059
Mengis Capital Management
Oregon
$16.1M
HCA
1060
Harbor Capital Advisors
Illinois
$16.1M
ETC
1061
Exchange Traded Concepts
Oklahoma
$16.1M
FBB
1062
Fulton Breakefield Broenniman
Maryland
$16.1M
LCM
1063
LVM Capital Management
Michigan
$16M
MFG
1064
Magnus Financial Group
New York
$16M
HIP
1065
Harrell Investment Partners
Texas
$16M
CFA
1066
Capstone Financial Advisors
Illinois
$16M
RCM
1067
Radnor Capital Management
Pennsylvania
$16M
HIA
1068
Harbor Investment Advisory
Maryland
$16M
SFO
1069
Stenger Family Office
Illinois
$16M
LA
1070
Lynch & Associates
Indiana
$15.9M
DWA
1071
Douglass Winthrop Advisors
New York
$15.9M
LFM
1072
LGT Fund Management
Liechtenstein
$15.9M
ANBT
1073
American National Bank & Trust
Texas
$15.9M
GH
1074
GAM Holding
Switzerland
$15.8M
JPWM
1075
Jamison Private Wealth Management
Georgia
$15.8M