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
BCM
2101
Brasada Capital Management
Texas
$4.3M
EW
2102
Elyxium Wealth
California
$4.3M
GP
2103
Greenline Partners
New York
$4.3M
GAM
2104
Grandview Asset Management
Pennsylvania
$4.29M
AIA
2105
Affinity Investment Advisors
California
$4.29M
MWP
2106
Meriwether Wealth & Planning
Louisiana
$4.29M
EWM
2107
Elevatus Welath Management
New York
$4.28M
BCFD
2108
Boit C.F. David
$4.28M
AGWCA
2109
Annis Gardner Whiting Capital Advisors
Florida
$4.28M
WC
2110
Weil Company
California
$4.28M
CP
2111
Canopy Partners
Ohio
$4.27M
FCFC
2112
First Commonwealth Financial Corp
Pennsylvania
$4.27M
IIA
2113
Integral Investment Advisors
California
$4.27M
SWA
2114
SFMG Wealth Advisors
Texas
$4.27M
DA
2115
Drake & Associates
Wisconsin
$4.25M
BCI
2116
Blue Capital Inc
Nebraska
$4.25M
PFSC
2117
Peoples Financial Services Corp
Pennsylvania
$4.25M
BTD
2118
BankPlus Trust Department
Mississippi
$4.24M
EPIME
2119
Evelyn Partners Investment Management (Europe)
$4.23M
PWAM
2120
Pinnacle West Asset Management
Wyoming
$4.23M
JHCP
2121
Jackson Hole Capital Partners
Oklahoma
$4.23M
HWP
2122
Highline Wealth Partners
California
$4.23M
AA
2123
Alta Advisers
United Kingdom
$4.21M
RMP
2124
Richards, Merrill & Peterson
Washington
$4.2M
KJWM
2125
Kiley Juergens Wealth Management
Washington
$4.2M