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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
WIA
1201
Wetzel Investment Advisors
Indiana
$12.8M
1M
1202
1248 Management
Missouri
$12.8M
MAM
1203
Mirabaud Asset Management
United Kingdom
$12.8M
RFA
1204
Rollins Financial Advisors
New York
$12.7M
ERWM
1205
Elk River Wealth Management
Colorado
$12.7M
FWTB
1206
First Western Trust Bank
Colorado
$12.7M
BSB
1207
Bangor Savings Bank
Maine
$12.7M
Capstone Investment Advisors
1208
Capstone Investment Advisors
New York
$12.7M
GA
1209
GFS Advisors
Texas
$12.6M
IB
1210
Intrust Bank
Kansas
$12.6M
VAS
1211
Vestmark Advisory Solutions
Massachusetts
$12.6M
CCM
1212
Coerente Capital Management
Ontario, Canada
$12.6M
TAM
1213
Townsend Asset Management
North Carolina
$12.5M
BCM
1214
Barometer Capital Management
Ontario, Canada
$12.5M
VCM
1215
Voleon Capital Management
California
$12.5M
WKWM
1216
Walter & Keenan Wealth Management
Indiana
$12.5M
XWM
1217
Xcel Wealth Management
Florida
$12.5M
WPC
1218
Wedmont Private Capital
Pennsylvania
$12.5M
ACG
1219
Allen Capital Group
Nebraska
$12.5M
CIM
1220
Contravisory Investment Management
Massachusetts
$12.4M
PL
1221
Parthenon LLC
Kentucky
$12.4M
KA
1222
Kintegral Advisory
New York
$12.4M
CCM
1223
Cinctive Capital Management
New York
$12.4M
CHC
1224
City Holding Co
West Virginia
$12.4M
GL
1225
Graypoint LLC
New York
$12.3M