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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
TAM
2151
Titleist Asset Management
Texas
$4.07M
EAM
2152
Empirical Asset Management
Massachusetts
$4.06M
AW
2153
Alaethes Wealth
Nevada
$4.05M
DAM
2154
Delta Asset Management
Tennessee
$4.05M
DI
2155
DAGCO Inc
Ohio
$4.04M
BCG
2156
Breakwater Capital Group
New Jersey
$4.04M
TLCM
2157
Twin Lakes Capital Management
California
$4.03M
OBWG
2158
Onyx Bridge Wealth Group
New York
$4.03M
VIS
2159
Vega Investment Solutions
France
$4.02M
CPC
2160
Congress Park Capital
New York
$4.02M
HIC
2161
Hartline Investment Corp
Illinois
$4.01M
LIM
2162
Loudon Investment Management
New Hampshire
$4.01M
MWM
2163
Marion Wealth Management
Pennsylvania
$4.01M
QC
2164
Quent Capital
New York
$4M
BAM
2165
BOS Asset Management
Illinois
$4M
BCM
2166
Beck Capital Management
Texas
$3.99M
OCPWS
2167
One Charles Private Wealth Services
Massachusetts
$3.97M
AWC
2168
Abundance Wealth Counselors
Pennsylvania
$3.97M
BFO
2169
Biltmore Family Office
North Carolina
$3.96M
SWM
2170
Shepherd Wealth Management
Ohio
$3.96M
IA
2171
Integrity Alliance
Iowa
$3.95M
CFG
2172
Chapman Financial Group
Hawaii
$3.95M
HIMS
2173
Hager Investment Management Services
New Hampshire
$3.95M
AWA
2174
Alta Wealth Advisors
Massachusetts
$3.95M
FAIM
2175
Financial Advocates Investment Management
Washington
$3.94M