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
FCM
1801
Fire Capital Management
California
$6.08M
PWM
1802
Pines Wealth Management
North Carolina
$6.08M
EWM
1803
EPG Wealth Management
Georgia
$6.07M
TSMHT
1804
Thurston Springer Miller Herd & Titak
Indiana
$6.07M
COI
1805
Connable Office Inc
Michigan
$6.06M
HA
1806
Hamel Associates
New Jersey
$6.06M
CP
1807
CenterBook Partners
Connecticut
$6.06M
NG
1808
Norden Group
Utah
$6.06M
QI
1809
QV Investors
Alberta, Canada
$6.04M
BDS
1810
Banco de Sabadell
Florida
$6.04M
PWA
1811
Providence Wealth Advisors
Illinois
$6.03M
SCM
1812
SOL Capital Management
Maryland
$6.03M
BB
1813
Bell Bank
North Dakota
$6.03M
AHIA
1814
Andrew Hill Investment Advisors
Florida
$6.02M
SIA
1815
SGL Investment Advisors
Montana
$6.01M
SWA
1816
Sax Wealth Advisors
New Jersey
$6.01M
HCM
1817
Howard Capital Management
Georgia
$6.01M
ZIG
1818
Zullo Investment Group
Pennsylvania
$6.01M
AI
1819
Accredited Investors
Minnesota
$6M
MSFS
1820
Main Street Financial Solutions
Pennsylvania
$6M
KA
1821
Klingman & Associates
New York
$5.99M
VanEck Associates
1822
VanEck Associates
New York
$5.97M
CFP
1823
Catalyst Financial Partners
Massachusetts
$5.95M
FBT
1824
First Bankers Trust
Kentucky
$5.95M
BFA
1825
Beaumont Financial Advisors
Massachusetts
$5.95M