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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
BA
1351
Bristlecone Advisors
Washington
$10.2M
AAM
1352
Augustine Asset Management
Florida
$10.2M
EM
1353
Excalibur Management
Massachusetts
$10.2M
BRM
1354
Boston Research & Management
Massachusetts
$10.2M
DDC
1355
DF Dent & Co
Maryland
$10.2M
SFI
1356
SPC Financial Inc
Maryland
$10.2M
KCM
1357
Kingdon Capital Management
New York
$10.1M
JFG
1358
Jefferies Financial Group
New York
$10.1M
BWL
1359
Bogart Wealth LLC
Virginia
$10.1M
ALC
1360
Alexander Labrunerie & Co
Missouri
$10.1M
ADL
1361
Asset Dedication LLC
California
$10M
ST
1362
Somerset Trust
Pennsylvania
$10M
CAM
1363
Columbia Asset Management
Michigan
$10M
MLIC
1364
Mandatum Life Insurance Company
Finland
$10M
SIG
1365
Sargent Investment Group
Maryland
$10M
DS
1366
DRW Securities
Illinois
$10M
AWM
1367
Accurate Wealth Management
Florida
$9.99M
PTC
1368
Philadelphia Trust Company
Pennsylvania
$9.97M
FCMT
1369
Founders Capital Management (Texas)
Texas
$9.95M
RA
1370
RFG Advisory
Alabama
$9.95M
LFA
1371
Legacy Financial Advisors
Kentucky
$9.94M
OWP
1372
Obermeyer Wealth Partners
Colorado
$9.93M
SFA
1373
Semmax Financial Advisors
North Carolina
$9.9M
RWM
1374
Rockline Wealth Management
New York
$9.87M
HZ
1375
Hixon Zuercher
Ohio
$9.87M