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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
IWA
1226
Icon Wealth Advisors
Texas
$12.3M
OBAM
1227
ODDO BHF Asset Management
France
$12.2M
PTC
1228
Private Trust Company
Ohio
$12.2M
CWM
1229
Compass Wealth Management
Connecticut
$12.2M
SAM
1230
Socorro Asset Management
Texas
$12.2M
VFM
1231
Viking Fund Management
North Dakota
$12.2M
GWMIA
1232
Global Wealth Management Investment Advisory
Florida
$12.2M
APSI
1233
Asset Planning Services Inc
Louisiana
$12.1M
BL
1234
BCWM LLC
Kansas
$12.1M
NCM
1235
Nelson Capital Management
California
$12.1M
MPIM
1236
McGinn Penninger Investment Management
Virginia
$12M
UAM
1237
Unison Asset Management
Florida
$12M
OCAM
1238
Onex Canada Asset Management
Ontario, Canada
$12M
GHA
1239
GW Henssler & Associates
Georgia
$12M
PPW
1240
Parcion Private Wealth
Washington
$12M
CWM
1241
Chronos Wealth Management
Florida
$11.9M
GCA
1242
Greenwood Capital Associates
South Carolina
$11.9M
SG Americas Securities
1243
SG Americas Securities
New York
$11.9M
RAM
1244
Redmond Asset Management
Virginia
$11.9M
RC
1245
RBF Capital
California
$11.9M
QIM
1246
Quest Investment Management
Oregon
$11.9M
BCCM
1247
Bridge Creek Capital Management
Massachusetts
$11.9M
DAS
1248
Diversify Advisory Services
Utah
$11.9M
PWMAG
1249
Pinnacle Wealth Management Advisory Group
New Jersey
$11.9M
LIP
1250
Lighthouse Investment Partners
Florida
$11.9M