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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
PWM
2026
Peterson Wealth Management
Nevada
$4.71M
CBT
2027
Crews Bank & Trust
Florida
$4.71M
IFU
2028
iSAM Funds (UK)
United Kingdom
$4.7M
ZBNA
2029
Zions Bancorporation, National Association
Utah
$4.7M
RP
2030
Raelipskie Partnership
Ontario, Canada
$4.69M
IFWM
2031
Institute for Wealth Management
Colorado
$4.67M
FCCM
2032
First City Capital Management
Georgia
$4.67M
RE
2033
Rydar Equities
Texas
$4.66M
LI
2034
Lafayette Investments
Maryland
$4.65M
CIAS
2035
CFS Investment Advisory Services
New Jersey
$4.63M
FCA
2036
FLC Capital Advisors
California
$4.63M
TCPG
2037
Trivant Custom Portfolio Group
California
$4.62M
KA
2038
KLCM Advisors
Wisconsin
$4.62M
JWM
2039
JPL Wealth Management
Colorado
$4.62M
JWM
2040
Jessup Wealth Management
Ohio
$4.6M
TTIC
2041
Tower Trust & Investment Company
Iowa
$4.6M
DA
2042
Dillon & Associates
Michigan
$4.59M
ACM
2043
Aster Capital Management
United Arab Emirates
$4.57M
AWM
2044
Ameliora Wealth Management
Switzerland
$4.57M
CG
2045
Cynosure Group
Utah
$4.55M
CCFM
2046
Clear Creek Financial Management
Washington
$4.55M
CS
2047
Crescent Sterling
Louisiana
$4.55M
FPWM
2048
FSB Premier Wealth Management
Iowa
$4.54M
RCA
2049
Ranch Capital Advisors
Florida
$4.54M
OCM
2050
Orleans Capital Management
Louisiana
$4.53M