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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
HFM
1551
Hartford Financial Management
Connecticut
$8.2M
RCIM
1552
Red Cedar Investment Management
Michigan
$8.2M
ATI
1553
Act Two Investors
California
$8.2M
PTP
1554
Platform Technology Partners
New York
$8.19M
RZH
1555
Relyea Zuckerberg Hanson
Connecticut
$8.18M
BWG
1556
Berry Wealth Group
Texas
$8.18M
MCM
1557
MV Capital Management
Maryland
$8.16M
MWAM
1558
Manhattan West Asset Management
California
$8.15M
EPW
1559
Evergreen Private Wealth
Colorado
$8.14M
SC
1560
Soundwatch Capital
Connecticut
$8.14M
HNW
1561
High Note Wealth
Minnesota
$8.13M
SWM
1562
Scissortail Wealth Management
Oklahoma
$8.13M
UBG
1563
United Bank (Georgia)
Georgia
$8.12M
AIMCA
1564
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.12M
CCAM
1565
Codex Capital Asset Management
Texas
$8.12M
RBC
1566
Romano Brothers & Co
Illinois
$8.12M
PCA
1567
Peddock Capital Advisors
Massachusetts
$8.12M
FFA
1568
Founders Financial Alliance
North Carolina
$8.09M
ACM
1569
Alta Capital Management
Utah
$8.08M
EHC
1570
Everett Harris & Co
California
$8.07M
LHC
1571
Little House Capital
Massachusetts
$8.07M
FLI
1572
Family Legacy Inc
South Carolina
$8.02M
BONH
1573
Bank of New Hampshire
New Hampshire
$8.01M
SW
1574
SkyOak Wealth
Michigan
$8.01M
AW
1575
Atlas Wealth
Ohio
$7.99M