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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
CIP
1976
Convergence Investment Partners
Florida
$5.03M
BWM
1977
BKM Wealth Management
Wisconsin
$5.02M
ODG
1978
O'Dell Group
Ohio
$5.02M
GPFA
1979
Game Plan Financial Advisors
Ohio
$5.02M
MIA
1980
MeadowBrook Investment Advisors
Michigan
$5.01M
AWM
1981
Aries Wealth Management
Maine
$5M
AG
1982
Algert Global
California
$5M
MCA
1983
Magnolia Capital Advisors
Mississippi
$4.99M
HDIM
1984
Hanson & Doremus Investment Management
Vermont
$4.98M
AWM
1985
Aprio Wealth Management
Georgia
$4.97M
PWG
1986
Portside Wealth Group
Utah
$4.97M
KNW
1987
Kesler Norman & Wride
Utah
$4.97M
CFFP
1988
Center for Financial Planning
Michigan
$4.93M
PPC
1989
Park Place Capital
Alabama
$4.93M
TC
1990
Tairen Capital
Hong Kong
$4.93M
CTC
1991
Cetera Trust Company
Minnesota
$4.93M
CFS
1992
Commonwealth Financial Services
West Virginia
$4.92M
HFM
1993
Hartford Funds Management
Pennsylvania
$4.91M
CWM
1994
Crowley Wealth Management
Delaware
$4.91M
GEA
1995
Glen Eagle Advisors
New Jersey
$4.9M
BCM
1996
Boltwood Capital Management
California
$4.9M
MCM
1997
Manchester Capital Management
Vermont
$4.9M
WFG
1998
Wills Financial Group
Virginia
$4.9M
AIIMS
1999
Analyst IMS Investment Management Services
Israel
$4.89M
MM
2000
Morangie Management
Florida
$4.89M