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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
HFM
2001
Hartford Funds Management
Pennsylvania
$4.91M
CWM
2002
Crowley Wealth Management
Delaware
$4.91M
GEA
2003
Glen Eagle Advisors
New Jersey
$4.9M
BCM
2004
Boltwood Capital Management
California
$4.9M
MCM
2005
Manchester Capital Management
Vermont
$4.9M
WFG
2006
Wills Financial Group
Virginia
$4.9M
AIIMS
2007
Analyst IMS Investment Management Services
Israel
$4.89M
MM
2008
Morangie Management
Florida
$4.89M
BSA
2009
Bull Street Advisors
Georgia
$4.88M
AFA
2010
Antonelli Financial Advisors
Michigan
$4.87M
ATWA
2011
Arbor Trust Wealth Advisors
Michigan
$4.86M
CBT
2012
Central Bank & Trust
Kentucky
$4.86M
DAL
2013
Delta Accumulation LLC
California
$4.85M
OF
2014
Outfitter Financial
Maine
$4.84M
VFM
2015
Vision Financial Markets
Connecticut
$4.84M
SC
2016
Searle & Co
Connecticut
$4.83M
CV
2017
Counterweight Ventures
North Carolina
$4.83M
BCA
2018
Bay Colony Advisors
Massachusetts
$4.82M
CPBTD
2019
Central Pacific Bank - Trust Division
Hawaii
$4.82M
CPIA
2020
Cornell Pochily Investment Advisors
New York
$4.82M
VCAM
2021
Van Cleef Asset Management
Ohio
$4.82M
MWA
2022
Moser Wealth Advisors
Washington
$4.81M
KF
2023
Krilogy Financial
Missouri
$4.8M
BHBT
2024
Burke & Herbert Bank & Trust
Virginia
$4.79M
KM
2025
KP Management
Minnesota
$4.79M