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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
EWA
1501
Exencial Wealth Advisors
Oklahoma
$8.65M
HCM
1502
Hall Capital Management
Rhode Island
$8.64M
HWA
1503
HCR Wealth Advisors
California
$8.64M
ACM
1504
Argyle Capital Management
Pennsylvania
$8.63M
MIP
1505
Marietta Investment Partners
Wisconsin
$8.62M
SACTSONJ
1506
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$8.61M
AI
1507
Arvest Investments
Arkansas
$8.61M
PWAM
1508
Private Wealth Asset Management
Iowa
$8.61M
WE
1509
Wealth Effects
Massachusetts
$8.59M
FDP
1510
Financiere des Professionnels
Quebec, Canada
$8.58M
OFA
1511
Oak Family Advisors
Illinois
$8.58M
EBT
1512
Enterprise Bank & Trust
Massachusetts
$8.56M
ZCI
1513
Zevenbergen Capital Investments
Washington
$8.56M
CFCI
1514
Comprehensive Financial Consultants Institutional
Indiana
$8.52M
PCM
1515
Patient Capital Management
Maryland
$8.52M
ANB
1516
Amarillo National Bank
Texas
$8.49M
AIM
1517
AHL Investment Management
Florida
$8.47M
LC
1518
Lincoln Capital
Nebraska
$8.46M
GCP
1519
GSA Capital Partners
United Kingdom
$8.46M
AIP
1520
Ameritas Investment Partners
Nebraska
$8.46M
HKIM
1521
Hayek Kallen Investment Management
Alabama
$8.45M
CWP
1522
Concord Wealth Partners
Virginia
$8.45M
CAMV
1523
Concord Asset Management (Virginia)
Virginia
$8.45M
TBT
1524
Texas Bank & Trust
Texas
$8.44M
GWANC
1525
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.44M