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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
GKWIM
1951
Gerber Kawasaki Wealth & Investment Management
California
$5.16M
TIA
1952
Tiemann Investment Advisors
California
$5.15M
GGHC
1953
Gilder Gagnon Howe & Co
New York
$5.14M
CRWM
1954
Castle Rock Wealth Management
California
$5.14M
HFBOT
1955
Home Federal Bank of Tennessee
Tennessee
$5.13M
LI
1956
LRI Investments
Florida
$5.13M
NAG
1957
Northstar Advisory Group
New Jersey
$5.13M
FUBT
1958
First United Bank & Trust
Maryland
$5.13M
MPA
1959
Marvin & Palmer Associates
Delaware
$5.12M
BCM
1960
Brookmont Capital Management
Texas
$5.12M
ABWM
1961
Alpine Bank Wealth Management
Colorado
$5.12M
WA
1962
WP Advisors
California
$5.1M
TPW
1963
Transatlantique Private Wealth
New York
$5.1M
VIP
1964
Viewpoint Investment Partners
Alberta, Canada
$5.1M
WA
1965
Wealth Alliance
New York
$5.09M
HVP
1966
Hudson Value Partners
Florida
$5.09M
BHB
1967
Bank Hapoalim BM
Israel
$5.08M
WFAG
1968
Worth Financial Advisory Group
North Carolina
$5.07M
MFS
1969
Mirabella Financial Services
United Kingdom
$5.07M
MFS
1970
Mattson Financial Services
Michigan
$5.06M
BCM
1971
Buckhead Capital Management
Georgia
$5.05M
PSP
1972
Principal Street Partners
Tennessee
$5.04M
VBCG
1973
Valley Brook Capital Group
Pennsylvania
$5.04M
DA
1974
Denali Advisors
California
$5.04M
SFG
1975
Snider Financial Group
Washington
$5.03M