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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
CWM
1226
Compass Wealth Management
Connecticut
$12.2M
SAM
1227
Socorro Asset Management
Texas
$12.2M
VFM
1228
Viking Fund Management
North Dakota
$12.2M
GWMIA
1229
Global Wealth Management Investment Advisory
Florida
$12.2M
APSI
1230
Asset Planning Services Inc
Louisiana
$12.1M
BL
1231
BCWM LLC
Kansas
$12.1M
NCM
1232
Nelson Capital Management
California
$12.1M
MPIM
1233
McGinn Penninger Investment Management
Virginia
$12M
UAM
1234
Unison Asset Management
Florida
$12M
OCAM
1235
Onex Canada Asset Management
Ontario, Canada
$12M
GHA
1236
GW Henssler & Associates
Georgia
$12M
PPW
1237
Parcion Private Wealth
Washington
$12M
CWM
1238
Chronos Wealth Management
Florida
$11.9M
GCA
1239
Greenwood Capital Associates
South Carolina
$11.9M
SG Americas Securities
1240
SG Americas Securities
New York
$11.9M
RAM
1241
Redmond Asset Management
Virginia
$11.9M
RC
1242
RBF Capital
California
$11.9M
QIM
1243
Quest Investment Management
Oregon
$11.9M
BCCM
1244
Bridge Creek Capital Management
Massachusetts
$11.9M
DAS
1245
Diversify Advisory Services
Utah
$11.9M
PWMAG
1246
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M
LIP
1247
Lighthouse Investment Partners
Florida
$11.9M
TCBWMS
1248
Texas Capital Bank Wealth Management Services
Texas
$11.9M
CNBTD
1249
Citizens National Bank Trust Department
Mississippi
$11.8M
BFG
1250
Beacon Financial Group
Texas
$11.8M