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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
EWM
1876
Evermay Wealth Management
Virginia
$5.57M
DA
1877
Doliver Advisors
Texas
$5.57M
LM
1878
Lincluden Management
Ontario, Canada
$5.56M
AAS
1879
Ameritas Advisory Services
Nebraska
$5.56M
VCM
1880
Violich Capital Management
California
$5.56M
PCM
1881
Princeton Capital Management
New Jersey
$5.54M
LRWA
1882
Long Run Wealth Advisors
New York
$5.54M
MIM
1883
Moseley Investment Management
Florida
$5.54M
PSB
1884
Piscataqua Savings Bank
New Hampshire
$5.53M
CAM
1885
Chesapeake Asset Management
New York
$5.52M
RFWA
1886
RPg Family Wealth Advisory
Massachusetts
$5.52M
Group One Trading
1887
Group One Trading
Illinois
$5.52M
TP
1888
Tranquility Partners
Tennessee
$5.52M
PMA
1889
Prudent Man Advisors
Illinois
$5.51M
HA
1890
Huntleigh Advisors
Missouri
$5.51M
MUAMU
1891
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.51M
MC
1892
Marest Capital
California
$5.51M
GIM
1893
Generali Investments Management
Slovenia
$5.5M
FFS
1894
Fischer Financial Services
Pennsylvania
$5.5M
MIM
1895
Miller Investment Management
Pennsylvania
$5.49M
PC
1896
Permanens Capital
New York
$5.47M
WCM
1897
Wisconsin Capital Management
Wisconsin
$5.47M
BO
1898
Bank OZK
Arkansas
$5.46M
CH
1899
Canton Hathaway
Rhode Island
$5.46M
SPC
1900
Spirepoint Private Client
Florida
$5.46M