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JPMorgan Chase

4,697 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, 1,990 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: 1,990

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
940
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
BWS
1101
Buck Wealth Strategies
Colorado
$15.1M
TCA
1102
Transcend Capital Advisors
New Jersey
$15.1M
BEAM
1103
Baker Ellis Asset Management
Washington
$15.1M
LOPW
1104
Live Oak Private Wealth
North Carolina
$15.1M
M2MC
1105
Matthew 25 Management Corp
Pennsylvania
$15.1M
OL
1106
one8zero8 LLC
North Carolina
$15.1M
PP
1107
PDS Planning
Ohio
$15.1M
CT
1108
Colonial Trust
South Carolina
$15M
SWA
1109
Stratos Wealth Advisors
Ohio
$15M
WPP
1110
Whalerock Point Partners
Rhode Island
$15M
CAC
1111
Core Alternative Capital
Georgia
$15M
BJL
1112
Brighton Jones LLC
Washington
$15M
KCG
1113
Kinsale Capital Group
Virginia
$14.9M
FFAM
1114
Forge First Asset Management
Canada
$14.9M
BA
1115
Bridgewater Associates
Connecticut
$14.9M
MC
1116
Miramar Capital
Illinois
$14.9M
TW
1117
Trajan Wealth
Arizona
$14.8M
PWS
1118
Peterson Wealth Services
Utah
$14.8M
RCMU
1119
Rokos Capital Management (UK)
United Kingdom
$14.8M
GC
1120
Giverny Capital
Quebec, Canada
$14.8M
SMA
1121
Sage Mountain Advisors
Georgia
$14.8M
BAM
1122
Boyar Asset Management
New York
$14.7M
KLCM
1123
KG&L Capital Management
Louisiana
$14.7M
IPW
1124
Inlet Private Wealth
Florida
$14.6M
AIM
1125
Access Investment Management
Georgia
$14.6M