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JPMorgan Chase

4,670 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: 4,6004,670 (+70)

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
4,670
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
PFBT
1276
Parkside Financial Bank & Trust
Missouri
$11.4M
SP
1277
Stablepoint Partners
Massachusetts
$11.4M
MBTD
1278
Mechanics Bank - Trust Department
California
$11.3M
FWP
1279
FAS Wealth Partners
Kansas
$11.3M
BPWM
1280
BCS Private Wealth Management
New Jersey
$11.3M
CA
1281
Claro Advisors
Massachusetts
$11.3M
BWM
1282
BigSur Wealth Management
Florida
$11.2M
SC
1283
Syon Capital
California
$11.2M
SGI
1284
Summit Global Investments
Utah
$11.2M
GLLW
1285
Graves Light Lenhart Wealth
Virginia
$11.2M
WWM
1286
Western Wealth Management
Colorado
$11.2M
LSWM
1287
Lorne Steinberg Wealth Management
Canada
$11.2M
AWM
1288
Avior Wealth Management
Nebraska
$11.2M
LIM
1289
Lathrop Investment Management
Arkansas
$11.1M
TPA
1290
Trivium Point Advisory
Connecticut
$11.1M
SA
1291
Strategic Advisors
New York
$11.1M
HCM
1292
Hilton Capital Management
New York
$11.1M
UF
1293
Univest Financial
Pennsylvania
$11.1M
AAMA
1294
Advanced Asset Management Advisors
Ohio
$11.1M
FFG
1295
Frisch Financial Group
New York
$11.1M
OL
1296
Owen LaRue
Kentucky
$11M
BWAM
1297
Boyd Watterson Asset Management
Ohio
$11M
HI
1298
Harbour Investments
Wisconsin
$11M
DIP
1299
DT Investment Partners
Pennsylvania
$11M
NA
1300
Nordwand Advisors
Pennsylvania
$11M