JPM icon

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
BFC
1326
Blue Fin Capital
Rhode Island
$10.5M
HCM
1327
Hodges Capital Management
Texas
$10.5M
LT
1328
Legacy Trust
Michigan
$10.5M
CRI
1329
Commonwealth Retirement Investments
Virginia
$10.5M
AG
1330
AlTi Global
New York
$10.5M
OPW
1331
Osprey Private Wealth
New York
$10.5M
CICC
1332
Capital Investment Counsel (Colorado)
Colorado
$10.5M
TNBTD
1333
Trustmark National Bank Trust Department
Mississippi
$10.4M
HCM
1334
Howland Capital Management
Massachusetts
$10.4M
CAS
1335
Coppell Advisory Solutions
Texas
$10.4M
HWAM
1336
Hennion & Walsh Asset Management
New Jersey
$10.4M
MCP
1337
Martin Capital Partners
Oregon
$10.4M
MYIA
1338
Mount Yale Investment Advisors
Colorado
$10.4M
QI
1339
Qtron Investments
Massachusetts
$10.4M
SHA
1340
Seneca House Advisors
Virginia
$10.4M
DLCIG
1341
D.L. Carlson Investment Group
New Hampshire
$10.3M
JSW
1342
Journey Strategic Wealth
New Jersey
$10.3M
SCP
1343
Sandhill Capital Partners
New York
$10.3M
CT
1344
Clearstead Trust
Maine
$10.3M
RCA
1345
Resonant Capital Advisors
Wisconsin
$10.2M
GFA
1346
Gifford Fong Associates
California
$10.2M
RWB
1347
RMR Wealth Builders
New Jersey
$10.2M
AOWM
1348
Alpha Omega Wealth Management
Virginia
$10.2M
WAM
1349
Werlinich Asset Management
Connecticut
$10.2M
P
1350
Paradiem
Louisiana
$10.2M