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JPMorgan Chase

4,669 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, 1,994 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:

2% more funds holding

Funds holding: 4,6004,669 (+69)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,979

9% less call options, than puts

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

Holders
4,669
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
RFA
1201
Rollins Financial Advisors
New York
$12.7M
ERWM
1202
Elk River Wealth Management
Colorado
$12.7M
FWTB
1203
First Western Trust Bank
Colorado
$12.7M
BSB
1204
Bangor Savings Bank
Maine
$12.7M
Capstone Investment Advisors
1205
Capstone Investment Advisors
New York
$12.7M
GA
1206
GFS Advisors
Texas
$12.6M
IB
1207
Intrust Bank
Kansas
$12.6M
VAS
1208
Vestmark Advisory Solutions
Massachusetts
$12.6M
CCM
1209
Coerente Capital Management
Ontario, Canada
$12.6M
TAM
1210
Townsend Asset Management
North Carolina
$12.5M
BCM
1211
Barometer Capital Management
Ontario, Canada
$12.5M
VCM
1212
Voleon Capital Management
California
$12.5M
WKWM
1213
Walter & Keenan Wealth Management
Indiana
$12.5M
XWM
1214
Xcel Wealth Management
Florida
$12.5M
WPC
1215
Wedmont Private Capital
Pennsylvania
$12.5M
ACG
1216
Allen Capital Group
Nebraska
$12.5M
CIM
1217
Contravisory Investment Management
Massachusetts
$12.4M
PL
1218
Parthenon LLC
Kentucky
$12.4M
KA
1219
Kintegral Advisory
New York
$12.4M
CCM
1220
Cinctive Capital Management
New York
$12.4M
CHC
1221
City Holding Co
West Virginia
$12.4M
GL
1222
Graypoint LLC
New York
$12.3M
IWA
1223
Icon Wealth Advisors
Texas
$12.3M
OBAM
1224
ODDO BHF Asset Management
France
$12.2M
PTC
1225
Private Trust Company
Ohio
$12.2M