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JPMorgan Chase

4,700 hedge funds and large institutions have $581B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 248 funds opening new positions, 2,007 increasing their positions, 1,990 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 funds holding

Funds holding:

1.29% more ownership

Funds ownership: 70.9%72.19% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 2,007 | Existing positions reduced: 1,990

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,700
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
941
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
SM
1951
Sweeney & Michel
California
$5.18M
AWM
1952
Affinity Wealth Management
Delaware
$5.18M
AWM
1953
Angeles Wealth Management
California
$5.18M
XT
1954
XTX Topco
Cayman Islands
$5.17M
RMAM
1955
Raab & Moskowitz Asset Management
New Jersey
$5.17M
NAS
1956
NWF Advisory Services
California
$5.17M
IIA
1957
IPG Investment Advisors
California
$5.16M
GKWIM
1958
Gerber Kawasaki Wealth & Investment Management
California
$5.16M
TIA
1959
Tiemann Investment Advisors
California
$5.15M
GGHC
1960
Gilder Gagnon Howe & Co
New York
$5.14M
CRWM
1961
Castle Rock Wealth Management
California
$5.14M
HFBOT
1962
Home Federal Bank of Tennessee
Tennessee
$5.13M
LI
1963
LRI Investments
Florida
$5.13M
NAG
1964
Northstar Advisory Group
New Jersey
$5.13M
FUBT
1965
First United Bank & Trust
Maryland
$5.13M
MPA
1966
Marvin & Palmer Associates
Delaware
$5.12M
BCM
1967
Brookmont Capital Management
Texas
$5.12M
ABWM
1968
Alpine Bank Wealth Management
Colorado
$5.12M
WA
1969
WP Advisors
California
$5.1M
TPW
1970
Transatlantique Private Wealth
New York
$5.1M
VIP
1971
Viewpoint Investment Partners
Alberta, Canada
$5.1M
WA
1972
Wealth Alliance
New York
$5.09M
HVP
1973
Hudson Value Partners
Florida
$5.09M
BHB
1974
Bank Hapoalim BM
Israel
$5.08M
WFAG
1975
Worth Financial Advisory Group
North Carolina
$5.07M