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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
BMC
1901
Benin Management Corp
Connecticut
$5.45M
BFPW
1902
BOK Financial Private Wealth
Colorado
$5.45M
SDWIA
1903
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.45M
1WA
1904
180 Wealth Advisors
Washington
$5.43M
ACM
1905
Aljian Capital Management
Nevada
$5.42M
TI
1906
TTP Investments
California
$5.42M
PWCM
1907
Processus Wealth & Capital Management
Tennessee
$5.41M
SWM
1908
Sculati Wealth Management
Michigan
$5.41M
KF
1909
KKM Financial
Illinois
$5.41M
VF
1910
Virtu Financial
New York
$5.38M
LCM
1911
Leisure Capital Management
California
$5.38M
WAG
1912
Winthrop Advisory Group
Massachusetts
$5.37M
SSA
1913
Schonfeld Strategic Advisors
New York
$5.36M
AAM
1914
Aureus Asset Management
Massachusetts
$5.35M
VFA
1915
Voya Financial Advisors
Connecticut
$5.32M
HW
1916
Hedeker Wealth
Illinois
$5.32M
CCT
1917
Capital City Trust
Florida
$5.32M
MTIC
1918
Missouri Trust & Investment Company
Missouri
$5.31M
BWM
1919
BCGM Wealth Management
Indiana
$5.29M
GWM
1920
Graybill Wealth Management
Illinois
$5.28M
GPA
1921
Guerra Pan Advisors
New Jersey
$5.27M
BIP
1922
Blueprint Investment Partners
North Carolina
$5.27M
SMC
1923
Smith, Moore & Co
Missouri
$5.27M
OC
1924
Opinicus Capital
Florida
$5.26M
KAS
1925
KPP Advisory Services
Kentucky
$5.26M