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