JPM icon

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
BSA
2001
Bull Street Advisors
Georgia
$4.88M
AFA
2002
Antonelli Financial Advisors
Michigan
$4.87M
ATWA
2003
Arbor Trust Wealth Advisors
Michigan
$4.86M
CBT
2004
Central Bank & Trust
Kentucky
$4.86M
DAL
2005
Delta Accumulation LLC
California
$4.85M
OF
2006
Outfitter Financial
Maine
$4.84M
VFM
2007
Vision Financial Markets
Connecticut
$4.84M
SC
2008
Searle & Co
Connecticut
$4.83M
CV
2009
Counterweight Ventures
North Carolina
$4.83M
BCA
2010
Bay Colony Advisors
Massachusetts
$4.82M
CPBTD
2011
Central Pacific Bank - Trust Division
Hawaii
$4.82M
CPIA
2012
Cornell Pochily Investment Advisors
New York
$4.82M
VCAM
2013
Van Cleef Asset Management
Ohio
$4.82M
MWA
2014
Moser Wealth Advisors
Washington
$4.81M
KF
2015
Krilogy Financial
Missouri
$4.8M
BHBT
2016
Burke & Herbert Bank & Trust
Virginia
$4.79M
KM
2017
KP Management
Minnesota
$4.79M
BWM
2018
BlackDiamond Wealth Management
New York
$4.77M
RFA
2019
Register Financial Advisors
Georgia
$4.77M
TCM
2020
Tandem Capital Management
New Jersey
$4.77M
SAM
2021
Sawgrass Asset Management
Florida
$4.76M
PWPS
2022
Pinnacle Wealth Planning Services
Ohio
$4.75M
OL
2023
Optas LLC
Texas
$4.73M
CCM
2024
Condor Capital Management
New Jersey
$4.73M
EFSCE
2025
Enterprise Financial Services Corp (EFSC)
Missouri
$4.71M