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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 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 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
LOPW
1101
Live Oak Private Wealth
North Carolina
$15.1M
M2MC
1102
Matthew 25 Management Corp
Pennsylvania
$15.1M
OL
1103
one8zero8 LLC
North Carolina
$15.1M
PP
1104
PDS Planning
Ohio
$15.1M
CT
1105
Colonial Trust
South Carolina
$15M
SWA
1106
Stratos Wealth Advisors
Ohio
$15M
WPP
1107
Whalerock Point Partners
Rhode Island
$15M
CAC
1108
Core Alternative Capital
Georgia
$15M
BJL
1109
Brighton Jones LLC
Washington
$15M
KCG
1110
Kinsale Capital Group
Virginia
$14.9M
FFAM
1111
Forge First Asset Management
Canada
$14.9M
BA
1112
Bridgewater Associates
Connecticut
$14.9M
MC
1113
Miramar Capital
Illinois
$14.9M
TW
1114
Trajan Wealth
Arizona
$14.8M
PWS
1115
Peterson Wealth Services
Utah
$14.8M
RCM
1116
Rokos Capital Management
United Kingdom
$14.8M
GC
1117
Giverny Capital
Quebec, Canada
$14.8M
SMA
1118
Sage Mountain Advisors
Georgia
$14.8M
BAM
1119
Boyar Asset Management
New York
$14.7M
KLCM
1120
KG&L Capital Management
Louisiana
$14.7M
IPW
1121
Inlet Private Wealth
Florida
$14.6M
AIM
1122
Access Investment Management
Georgia
$14.6M
RWM
1123
Rench Wealth Management
Texas
$14.6M
AWP
1124
Ascent Wealth Partners
New York
$14.6M
CBTWT
1125
Community Bank & Trust (Waco, Texas)
Texas
$14.6M