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JPMorgan Chase

4,699 hedge funds and large institutions have $581B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,006 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:

1.29% more ownership

Funds ownership: 70.9%72.19% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,006 | Existing positions reduced: 1,990

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,699
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
941
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
PAM
1401
Pegasus Asset Management
New York
$9.58M
CWP
1402
CFM Wealth Partners
Texas
$9.58M
MNBTD
1403
Moody National Bank Trust Division
Texas
$9.56M
GAG
1404
GM Advisory Group
New York
$9.53M
PFGIA
1405
Patriot Financial Group Insurance Agency
Massachusetts
$9.52M
BFA
1406
Bill Few Associates
Pennsylvania
$9.52M
EA
1407
Everpar Advisors
Oklahoma
$9.52M
BKA
1408
Brick & Kyle Associates
Pennsylvania
$9.51M
ECM
1409
Exchange Capital Management
Michigan
$9.5M
SP
1410
Stonebrook Private
Michigan
$9.47M
CIA
1411
Covington Investment Advisors
Pennsylvania
$9.47M
BGC
1412
Beutel, Goodman & Co
Ontario, Canada
$9.46M
CAAS
1413
Capital Asset Advisory Services
Michigan
$9.46M
CCA
1414
Checchi Capital Advisers
California
$9.44M
WPIC
1415
White Pine Investment Company
Michigan
$9.43M
MCM
1416
Maltese Capital Management
New York
$9.42M
CSA
1417
Cottage Street Advisors
Massachusetts
$9.42M
TAM
1418
Trust Asset Management
Texas
$9.4M
LSPW
1419
Lake Street Private Wealth
Illinois
$9.4M
AC
1420
Avestar Capital
New York
$9.37M
GSEP
1421
Golden State Equity Partners
California
$9.36M
NP
1422
Nilsine Partners
Colorado
$9.36M
FIB
1423
First Interstate Bank
Montana
$9.35M
EW
1424
Evexia Wealth
Wisconsin
$9.34M
CD
1425
Chapin Davis
Maryland
$9.32M