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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
RWM
1126
Rench Wealth Management
Texas
$14.6M
AWP
1127
Ascent Wealth Partners
New York
$14.6M
CBTWT
1128
Community Bank & Trust (Waco, Texas)
Texas
$14.6M
FCT
1129
Family Capital Trust
Massachusetts
$14.5M
Temasek Holdings
1130
Temasek Holdings
Singapore
$14.5M
WSC
1131
Wellington Shields & Co
New York
$14.4M
PA
1132
PFG Advisors
Arizona
$14.4M
YIA
1133
YHB Investment Advisors
Connecticut
$14.4M
CWS
1134
Confluence Wealth Services
Pennsylvania
$14.4M
MIH
1135
Meitav Investment House
Israel
$14.4M
HH
1136
HWG Holdings
Texas
$14.4M
RFM
1137
Royal Fund Management
Florida
$14.3M
MWM
1138
Marietta Wealth Management
Georgia
$14.3M
CF
1139
Centaurus Financial
California
$14.3M
GIC
1140
Generali Investments CEE
Czech Republic
$14.2M
Jacobs Levy Equity Management
1141
Jacobs Levy Equity Management
New Jersey
$14.2M
FHA
1142
Flagship Harbor Advisors
Massachusetts
$14.2M
BIM
1143
Baldwin Investment Management
Pennsylvania
$14.2M
BAM
1144
Belpointe Asset Management
Nevada
$14M
ACM
1145
Adalta Capital Management
New York
$14M
PFA
1146
Pure Financial Advisors
California
$13.9M
SFP
1147
Shepherd Financial Partners
Massachusetts
$13.9M
CIC
1148
Cutler Investment Counsel
Oregon
$13.9M
EFG
1149
Embree Financial Group
Illinois
$13.9M
GWMR
1150
GC Wealth Management RIA
Massachusetts
$13.9M